Professional & Project-Based Services
Project-based firms run on documents, standards, and review cycles spread across many systems. We help firms of 25 to 250 people put AI to work on that knowledge, with permissions, quality review, and human approval built in.
Where AI helps
Knowledge & standards assistant
Permission-aware answers from your standards, templates, past project knowledge, and policies.
Document intake & review
Structured intake and quality-review support for submittals, reports, specifications, and client documents.
Quality-control support
Checklists and consistency checks that flag issues before deliverables reach the client.
Exception routing
Spot overdue reviews, missing information, and scope changes, and route them to the right owner.
Client onboarding
Consistent intake, document collection, and kickoff preparation for new projects.
Operational reporting
Project, utilization, and pipeline reporting assembled from the systems you already use.
Start with an AI Strategy & Enablement Consultation
A free conversation about your goals, your systems, and where AI can help. If there is a fit, we propose a paid AI Value Sprint to define the opportunity, the controls, and a practical pilot.