Your AI drafts the proposal from the call notes.
It turns scoping notes into a first draft, tracks billable time automatically, and checks a brief against past projects before you quote. Self-hosted collaboration keeps client files off a dozen foreign vendors.
What your AI would do in Professional Services.
Concrete jobs an AI operating system set up around your business could take on, including the ones that catch a problem before it lands on your desk.
01
Drafts the first version of a client proposal from the scoping call notes.
02
Tracks billable time from calendar and email activity and flags what's missing before invoicing.
03
Reads a client brief and checks it against past projects for scope creep before you quote.
04
Watches a project's hours against its quote and flags it heading over budget while there's still time to raise it.
66.4%.
Billable utilisation of professional services firms in 2025, the lowest in SPI Research's survey history (target: 75%)
What your AI does about it:
It tracks billable time from calendar and email activity and flags what's missing before you invoice.
Imagine it. Here it is.
See it work.
A short, fictional scenario. Watch the AI handle it end to end.
R 245K
Typical annual licence spend
Across 8 common professional services tools
R 220K
Recoverable each year
After self-hosted OSS migration
3
Sector pain points we cover
From licensing to compliance to access control
The professional services stack, on the books
Tap a tool. See the open-source swap and the saving.
Bars show what the typical professional services firm spends annually on each licence. The sage portion is what the hosted open-source equivalent costs.
Typical Professional Services stack
8 tools · R 245K/yr in licences
Replace
DocuSign
E-Signatures · R 60K per year
With
DocuSeal
Self-hosted on your infra
Annual savings
R 54K
After hosting · approx 90% reduction
Current annual spend
R 245K
Estimated OSS hosting
R 24K
Annual savings
R 220K
Tap any tool to see the open-source replacement and the per-tool saving
Where professional services time and money leak
What we hear on every professional services discovery call.
Proposals drafted from a blank page every time
Every new proposal starts from scratch even though most of it repeats. An AI drafts the first version from your call notes and past work.
Per-seat everything, priced for billable rates
Slack, Asana, Salesforce, Adobe, Figma and Zoom together can run a ten-person agency R50k a month before rent.
Client data across a dozen foreign vendors
Every SaaS vendor holds a slice of client data, which makes a POPIA data-subject request hard to answer honestly.
How we handle the professional services edges
The sector-specific things we get right.
Now it's real.
Four things stay true, whatever we build for you.
Your hardware or ours
On your server, on ours, or on a machine in your office running an open model. Your call.
A person approves what matters
Payments, deletions and anything going to a client wait for a yes from you or someone you choose.
Every action logged
You can see what it read, what it did and why, for every task.
Built with POPIA in mind
We set it up the way we set up any system that handles personal information, with the same care our compliance work gets.
Questions people ask
Does the AI send proposals without anyone checking the price?
No, it drafts from your own past pricing and someone on the team reviews it before it goes out.
Can it track time without staff logging it manually?
It reads calendar and email activity to suggest entries; your team still confirms them before invoicing.
What happens to client files if we drop Adobe Creative Cloud?
GIMP, Inkscape and Penpot cover most of the same work, and we migrate active files first so nothing stalls mid-project.
How does this help answer a client's security questionnaire?
Self-hosted collaboration gives you a straight answer about where client materials live, which most NDAs and questionnaires ask for directly.