Intake, research & delivery agents
Professional Services
Agents that speed client intake, prepare engagements and surface utilization insight across CRM, PSA and finance systems.
The landscape
What we hear from professional services leaders.
Firms sell expertise, so time spent on intake, research and administration is time not spent with clients. We build agents that handle intake and conflict checks, prepare account briefs and connect CRM with PSA and billing tools.
Manual intake
Paperwork and conflict checks that slow new work.
Relationship silos
Client knowledge trapped in individual inboxes.
Proposal effort
Hours spent assembling proposals and briefs.
Disconnected delivery
Project and billing data kept apart from CRM.
What we build
Solutions for Professional Services.
Each agent and solution is tailored during discovery and built on Salesforce products designed for the job.
Platforms
Agent & solution use cases
- Client intake and onboarding agents
- Account research and meeting briefs
- Proposal and statement-of-work drafting assistance
- PSA, ERP and billing integration
- Utilization and pipeline analytics in Tableau
Related solutions
How we help.
AI for Sales & Revenue
Give sellers AI agents that qualify leads, research accounts and prepare deals, connected to Sales Cloud and Revenue Cloud.
Learn moreAgent Design & Development
Design, build and test AI agents in Agentforce Builder, with Agent Script for the steps that must run exactly as written.
Learn moreAgent Fabric & Integration
Connect agents to every system and govern agents from any vendor with MuleSoft Agent Fabric, APIs and MCP.
Learn moreLet’s talk
Let’s put your first agent to work.
Tell us where Salesforce and AI stand today. A 30-minute call with an architect is the fastest way to find the agent use cases worth building first.