AI for Professional Services from StartAI: Accountants, lawyers, consultants: here's how AI saves your team hours every week without changing how you work.
Professional Services
AI for Professional Services
The problem
Same job, two very different days.
Today
- 01Client sends an email with a question
- 02It sits in the inbox until someone triages it4 to 48 hours
- 03Staff search for the client's history by hand10 mins
- 04A response is drafted from scratch20 mins
- 05A manager reviews and edits it15 mins
- 06The reply goes out the next business day
Next-day replies. Client frustrated.
With Copilot and AI agents
- Client sends an email
- Copilot summarises it and pulls the client's context from your files
- Copilot drafts a reply in your tone, using your templates
- Staff review, adjust, and send
- The client has an answer within minutes
Minutes, not days. Client impressed.
Use cases
Where AI helps in professional services
Built on Microsoft 365, Copilot, and Copilot Studio, and connected to the apps you already use.
Microsoft Copilot
Client email triage
Summarise, prioritise, and draft replies to client emails in Outlook.
Microsoft Copilot
Document drafting
First drafts of proposals, reports, and letters in Word, from your templates and past work.
Microsoft Copilot
Meeting summaries
Recaps, decisions, and action items from every client meeting in Teams.
Copilot Studio
Billing & time capture
An agent that captures billable time from emails, calls, and calendar entries.
Copilot Studio
Client onboarding
Welcome steps, document collection, and setup checklists, run by an agent.
Microsoft Copilot
Knowledge management
Search across your firm's documents and precedents in SharePoint, with permissions respected.
Where to start
The services that fit.
Most businesses start with one, then add the next when the first is paying off.
- 01Copilot readinessYour firm holds sensitive client information. We find overshared files and protect them with Microsoft Purview before Copilot goes near them.
- 02Training & adoptionPractical Copilot training for partners and staff, built around your real work in Outlook, Word, and Teams.
- 03AI agents & insightsAgents for client onboarding, time capture, and common questions, working inside Microsoft 365.