NeodyAI
ENES Start free
← All industries Professional services

More billable hours, fewer missed deadlines

Agencies, consultancies, law and engineering firms. 4 use cases for this industry, 9 more that also apply.

Download the deck (PDF) Talk to us

Free to download and share. No sign-up.

First slide of the deck NeodyAI for Professional servicesPDF · 13 slides · 380 KBDownload the deck (PDF)
Where to start

Three to start with

High value for the effort. The risk tier is on each one.

Unbilled time & billing review

Time entries checked against the engagement, unbilled work found, invoices drafted.

  1. Consolidate
  2. Validate
  3. Draft
Low riskValue highGuide

Proposal drafting

First drafts of proposals and statements of work from the brief and past winning proposals.

  1. Research
  2. Draft
Medium riskValue mediumGuide

Client question answers

Clients' routine questions answered from their file and your guidance, for a quick review.

  1. Answer
  2. Draft
Medium riskValue mediumGuide
Use cases

Use cases for Professional services, by department

Sales 1

Proposal drafting

First drafts of proposals and statements of work from the brief and past winning proposals.

  1. Research
  2. Draft
Medium riskValue mediumGuide

Client services 2

Client question answers

Clients' routine questions answered from their file and your guidance, for a quick review.

  1. Answer
  2. Draft
Medium riskValue mediumGuide

Unbilled time & billing review

Time entries checked against the engagement, unbilled work found, invoices drafted.

  1. Consolidate
  2. Validate
  3. Draft
Low riskValue highGuide

Legal & contracts 1

Matter & deadline monitoring

Court, filing and client deadlines tracked; owners reminded in time.

  1. Monitor & alert
  2. Follow up
High riskValue mediumGuide

Also applies

Use cases from other industries that fit this one too.

Sales 2

Answer clients' security & due-diligence questionnaires

Banks' vendor questionnaires and security assessments answered from your policies, certifications and past answers, with each answer's source; new questions go to the right owner.

  1. Intake & extract
  2. Answer
  3. Draft
Medium riskValue highGuide

Tender & RFP responses

Requirements in a tender extracted into a compliance matrix and answered from product sheets and past bids, in Spanish or English.

  1. Intake & extract
  2. Consolidate
  3. Draft
Medium riskValue highGuide

Customer service 2

Client support tickets with SLAs

Client tickets classified by product, priority and SLA, routed to the right team, chased before the SLA breaks and escalated when they do.

  1. Intake & extract
  2. Route
  3. Follow up
Medium riskValue highGuide

Appointment reminders & no-shows

Reminders, confirmations and rebooking for missed appointments.

  1. Follow up
  2. Converse
High riskValue mediumGuide

Operations 1

Change orders

Change requests captured, priced, signed and billed, so extra work isn't done for free.

  1. Intake & extract
  2. Validate
  3. Follow up
Medium riskValue highGuide

Client services 4

Client onboarding & engagement

New clients onboarded: engagement letter, ID and documents collected and checked.

  1. Intake & extract
  2. Validate
  3. Draft
  4. Follow up
Medium riskValue mediumTemplate

Client document collection

Statements, receipts and forms requested from clients, checked when they arrive, chased when they don't.

  1. Follow up
  2. Intake & extract
  3. Validate
High riskValue highTemplate

Implementation & integration projects

Each client implementation's plan, open items and blockers pulled from tickets, mail and meetings; slipping milestones flagged and owners chased.

  1. Consolidate
  2. Monitor & alert
  3. Follow up
Medium riskValue highGuide

Monthly SLA & service reports

Uptime, ticket volumes, SLA results and transaction numbers rolled into each client's monthly report, with what changed and why.

  1. Consolidate
  2. Analyse history
  3. Draft
Medium riskValue mediumGuide