AI for professional services

Turn templates into document frameworks that produce consistent first drafts.

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Templates to frameworks

Encode best practices into reusable document frameworks that scale across your team.

Professional reports

Generate comprehensive reports and briefs aligned to your standards in minutes.

Source verification

Every claim links back to a source so review is fast and reliable.

Professional first drafts

Upload your sources once. Create custom agents aligned to your methodology. Generate reports and slides with citations.

Document frameworks

Codify your approach and produce consistent first drafts every time.

Presentations

Create executive-ready slides that match your themes and layouts.

Enterprise security

Enterprise-grade security. No data retention. End-to-end encryption.

AI Agents

Professional services AI agents

Reports, briefs, and presentations. Agents that scale your firm's standards across every engagement.

Document

Business Broker

SMB transaction specialist who transforms your uploaded business data, financial records, and operational information into professional business profiles, valuations, and marketing materials for small-to-medium business sales.

Document

HR Professional

HR specialist who transforms your uploaded company policies, role requirements, and organizational data into comprehensive employee handbooks, interview guides, and performance frameworks.

Document

Marketing Strategist

Marketing strategy and content planning expert who analyzes your uploaded market research, brand guidelines, and business data to create comprehensive marketing strategies and content plans.

Document

Document Assistant

General business document specialist who transforms your uploaded data into professional business documents across all functions - from executive summaries to implementation roadmaps.

Presentation

Presentation Assistant

General business presentation specialist who transforms your uploaded data into professional slide decks across all business functions - from company overviews to transaction summaries.

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Enterprise-ready by design

No AI training on your data
End-to-end encryption
Secure cloud infrastructure
Custom PowerPoint template integration
Decks come out looking like your team built them, aligned to your brand standards.
    Professional Services Solutions | Deliverables AI