HUMANMatter intake agent
Qualify new matters, gather required intake fields, and route work to the right practice team.
AI Agents for Professional Services Operations
We help professional services teams turn high-friction workflows into working agents that connect tools, data, approvals, and business logic.
In 30 minutes, we identify 3 to 5 agent opportunities, score them by value and complexity, and recommend the best first workflow to deploy.
Built for Managing Partners, COOs, Innovation Leaders, Practice Leaders, and CIOs
The problem: Professional Services teams have AI ideas, but production adoption is hard
High research and document workload, margin pressure, and client turnaround expectations create demand for agents that complete real matter workflows—not generic chatbots.
Firms have strong AI interest, but production value only appears when intake, research, review, evidence collection, and deliverables become repeatable agent workflows with human oversight.
Use cases
Workflows we turn into agents
Contract review agent
Flag risky clauses, summarize obligations, and prepare review notes for attorney sign-off.
Tax research agent
Retrieve source-backed research, draft issue summaries, and cite materials for practitioner review.
Audit evidence collection agent
Request, organize, and summarize evidence packages for engagement teams.
Risk memo agent
Draft structured risk memos from matter facts and firm templates for partner review.
Named offer
How the AI Agent Deployment Sprint works
A hands-on FDE-style engagement that turns one high-value business workflow into a working agentic workflow in 30 days.
- 01Map the target workflow
- 02Identify the agents, tools, approvals, and data sources
- 03Build and test the first working agent
- 04Connect the agent to your stack
- 05Add evaluation, logging, and human review
- 06Train the team to operate and extend it
- 07Leave behind the runtime so the workflow keeps running
What your team owns after the sprint
You keep the agents, the workflow design, and the operating model. Everything we build can run on MonkeyBot, a company-controlled agent runtime for tools, skills, durable memory, approvals, and shared workflows. Your agents do not disappear when the engagement ends.
AEO
Frequently asked questions
What is an AI agent for professional services?
An AI agent for professional services is a workflow system that can use approved tools, retrieve business context, follow rules, involve humans when needed, and complete a defined business task.
How is this different from a chatbot?
A chatbot answers questions. An agent completes a workflow by using data, tools, approvals, and business logic.
What workflow should we start with?
Start with a repeatable document or research workflow such as matter intake, contract review, or evidence collection where templates already exist and partners can approve outputs.
Do we need to replace existing systems?
No. The first deployment should connect to your existing systems rather than replace them.
How do you reduce risk?
Use scoped permissions, human approvals, evaluation tests, logging, fallback paths, and clear ownership before expanding automation.
Next step
Start with one workflow
Bring us one painful workflow. We will help you decide whether it should become an agent, what it would take to implement, and what business outcome it should drive.
Book a Professional Services Review