AI for professional services firms

Where it fits

Think of the work that surrounds your expertise. Writing proposals in your firm’s style. Keeping up with client email. Setting up a new client. Following up with leads and past clients. Keeping every client’s status in one place.

These are examples, and your firm may have others. The way to find them is to time what your team repeats each week.

Here is what that could look like, as examples and not clients. A firm writes the same kind of proposal every week, and a tool learns from the old ones and drafts the next in the firm’s style. A client emails asking to move a meeting, and the system adds it to their to-do list and drafts the reply. A team wants one screen that fills itself in from email, calendar, calls and payments.

What to keep human

The advice, the judgment and the final say stay with your people. The AI drafts, sorts and reminds. Anything it wrote is marked, so you know what to check.

Client confidentiality comes first. We sign your NDA before the audit starts, and what never goes into AI is agreed with you in writing.

A good first project

Pick one job that repeats and costs the most. For many firms that is proposals or client email. Westward’s proposal studio drafts a proposal from past ones, and its CRM reads each client’s email and keeps a brief and a to-do list.

Start small, test it on your real files, and only build more where it pays off. We begin with a free 30-minute call with the founder, and a first build takes about a month.

If your profession has rules

Many professions have rules about what can be sent, said or stored. We build and enforce the checks your firm chooses. We are not a law firm and this is not legal advice, so your own counsel or board sets the rules.