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Industries · Professional Services

Stop knowledge walking out of the door.

An AIOS for professional services firms — including consultancies, accountancies and legal practices — connects proposals, matters, delivery, meetings and client communication so teams reuse what they know and follow through consistently.

Illustrative sector solution · not a claim of an existing deployment

The challenge

What leaders in professional services tell us gets in the way

Reinventing proposals

Teams rebuild proposals and methods instead of reusing proven work.

Meeting actions lost

Client and internal meetings generate actions that never get tracked.

Utilisation visibility

Leaders struggle to see capacity and pipeline together.

Deadlines, intake and conflict checks

For legal and regulated practices, key dates, new enquiries and conflict checks need fast, consistent handling.

Onboarding new people

New joiners take months to learn how the firm really works.

Possible AI coworkers

Specialist roles you could deploy

  1. 01

    AI Chief of Staff for directors

    Weekly view of pipeline, delivery risks and decisions.

  2. 02

    Proposal assistant

    Drafts proposals from past work for partner review.

  3. 03

    Meeting-to-action assistant

    Captures decisions and actions with owners and dates.

  4. 04

    Knowledge keeper

    Organises methods, templates and lessons learned.

  5. 05

    Intake and deadline assistant

    Structures new enquiries and matters, prepares conflict-check information and flags key dates.

  6. 06

    Onboarding guide

    Helps new joiners find how things are done.

Sample workflows

What it could look like, end to end

Opportunity to proposal

  1. 1Enquiry captured
  2. 2Relevant past work surfaced
  3. 3Draft proposal prepared
  4. 4Director reviews and edits
  5. 5Follow-ups scheduled

Legal enquiry to opened matter

  1. 1Enquiry arrives by email or web form
  2. 2Intake assistant structures details
  3. 3Conflict information prepared for the compliance team
  4. 4Partner approves acceptance
  5. 5Matter set up and tasks created

Weekly delivery review

  1. 1Project status collated
  2. 2Risks highlighted
  3. 3Leadership decides
  4. 4Actions tracked

Possible integrations

Connect what you already use

  • CRM
  • Project and resource management
  • Accounting and time systems
  • Practice, case and document management
  • Microsoft 365 or Google Workspace

Exact integrations depend on your systems and are confirmed during discovery.

Human oversight & safeguards

People stay accountable

  • Client deliverables reviewed by accountable professionals.
  • Legal advice is always given and checked by qualified lawyers.
  • Client confidentiality and privilege respected through access controls.
  • Client data segregated by access controls.
  • Audit trail of drafts and approvals.

Regulatory references are illustrative. We adapt safeguards to the laws and regulators of each country you operate in.

Staged implementation

Start small. Extend when it's trusted.

  1. Phase 1

    Discover

    Map how work really flows across your teams, locations, time zones and systems — and which regulations apply where.

  2. Phase 2

    Start with one or two coworkers

    Deploy into the highest-value, lowest-risk area first, with clear human sign-off.

  3. Phase 3

    Connect

    Link your existing systems and knowledge so the operating system has context.

  4. Phase 4

    Extend

    Add further coworkers only when the first are trusted and measured against agreed outcomes.

  5. Phase 5

    Stay alongside you

    Ongoing managed support: monitoring, refinement and review. Most consultants finish a project. We stay.

Next step

Discuss a tailored AIOS for professional services.

Or request the professional services welcome pack — it opens a pre-filled email to hello@fgaios.com.

Book a discovery conversationRequest the sector welcome pack

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