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Empowering Professional Services Success with AI and Automation

Deploy back-office AI and automation to drive and propel your legal, accounting or consulting firm towards lasting success.

AI adopters that have a significantly higher profit margin due to proactive AI strategies
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Cost reduction with AI-enabled candidate screening
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Level of improvement in inventory scheduling among early adopters of AI-enabled supply chain management
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Transforming Professional Services

Enhance customer experiences and operational efficiency with our tailored solutions.

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AI/Gen AI/Machine Learning

Employ predictive analytics for report summarisation, propensity to buy, and optimising client engagement.

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Automate client onboarding, order processing and appointment booking, reducing manual errors and speeding up checkout processes.

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Systems Integration

Integrate data from disparate applications to enhance decision making for real-time reporting and key insights.

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Deploy AI-driven chatbots for customer service to handle inquiries, book appointments, and summarise large text or numerical datasets.

Use Cases in Professional Services

Elevate your enterprise with our integrated AI and automation capabilities. We’ll expertly merge cutting-edge technologies with tailored services to deliver transformative solutions.

Client Relationship Management

What It Is: CRM systems  powered by AI and automation that enhance client interactions and relationship management.

Problem It Solves: Manual tracking and management of client interactions can be inefficient and inconsistent.

How It Would Be Applied: Using automated workflows and AI to analyse client data, predict needs, and personalise communication strategies.

Business Impact: Improves client satisfaction and retention, enhances client engagement, and streamlines relationship management.

Document Automation and Management

What It Is: Automation tools that handle the creation, management, and storage of documents.

Problem It Solves: Manual document handling is time-consuming and prone to errors.

How It Would Be Applied: Implementing automation to generate, organise, and manage documents automatically.

Business Impact: Increases efficiency, reduces errors, and enhances document accessibility and security.

Automated Billing and Invoicing

What It Is: Automated and integrated systems for automated billing and invoicing.

Problem It Solves: Manual invoicing processes can lead to delays and inaccuracies.

How It Would Be Applied: Using automation to generate, send, and track invoices automatically.

Business Impact: Improves cash flow, reduces billing errors, and saves time on administrative tasks.


Legal Research and Analysis

What It Is: AI systems that assist with legal research and document analysis.

Problem It Solves: Legal research is time-consuming and requires significant effort.

How It Would Be Applied: Implementing AI to analyse legal documents, case law, and statutes.

Business Impact: Enhances research accuracy, saves time, and supports legal professionals with comprehensive insights.

Talent Acquisition and Recruitment

What It Is: AI-driven systems for automating the recruitment and hiring process.

Problem It Solves: Recruiting top talent can be lengthy and resource-intensive.

How It Would Be Applied: Using recruitment AI and automation to screen resumes, schedule interviews, and evaluate candidates.

Business Impact: Improves recruitment efficiency, reduces time-to-hire, and ensures better candidate fit.

Our automated hiring platform Fliweel ATS streamlines the entire hiring process.

Project Management Automation

What It Is: Automation tools that streamline project planning and execution.

Problem It Solves: Manual project management can be inefficient and prone to delays.

How It Would Be Applied: Using automation to schedule tasks, allocate resources, and track project progress.

Business Impact: Increases project efficiency, reduces delays, and ensures timely project delivery.

Chatbots and Virtual Agents

What It Is: AI chatbots and virtual assistants handle customer inquiries and support tasks automatically.

Problem It Solves: High volumes of routine customer inquiries can overwhelm support teams, leading to delayed responses and poor customer service.

How It Would Be Applied: Deploying AI chatbots on websites and apps to answer common questions and resolve simple issues instantly.

Business Impact: Enhances customer satisfaction through quick response times, reduces the workload on human support staff, and allows them to focus on more complex issues.

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