Professional Services
Professional services firms sell expertise, and their biggest constraint is time. We help them spend less of it on coordination, proposals, and reporting, and more on client work.
Consultancies, agencies, engineering and architecture firms, and other professional services businesses share a common economy. Revenue depends on people's time, so utilization, proposals, project coordination, and client communication decide profitability. Much of the non-billable work is drafting, finding information, and following up.
IVOKER remembers how the firm works and takes on that coordination, such as assembling proposal material, preparing client follow-ups, organizing project files, and drafting reports, with approval before anything is sent. Focused automation can handle intake and routing of new inquiries.
PursuitBid helps leadership plan headcount, utilization-driven revenue, and cash timing, and test the effect of a new hire or a large project. Company websites with governed publishing present the firm's expertise and capture inquiries, and client portals give clients a secure place for documents and deliverables.
What makes professional services different
Time is the product
Non-billable coordination and administration directly reduce profitability.
Proposals and pursuits
Each proposal draws on past work and boilerplate that must be found and adapted quickly.
Hiring ahead of demand
Adding people before work arrives strains cash, while hiring late loses work.
Client deliverables
Documents and deliverables need a secure, organized place to live.
How we help professional services businesses
AI automation for professional services
Automate inquiry intake, document preparation, and recurring reporting in consultancies, agencies, and engineering firms, with staff reviewing results.
See how it works →WEBWebsites for professional services firms
Governed websites that present expertise, case studies, and people, with inquiry routing and analytics for consultancies, agencies, and design firms.
See how it works →Applied AIIVOKER for professional services firms
Use IVOKER to assemble proposal material, prepare client follow-ups, organize project files, and draft reports, with approval before anything is sent.
See how it works →Financial planningPursuitBid for professional services firms
Plan headcount, revenue, and cash for consultancies and agencies, and test hiring ahead of demand or a large project in scenarios before committing.
See how it works →Frequently asked questions
Can IVOKER help with proposals?
IVOKER can gather relevant past material and prepare drafts for your team to review and finalize.
Can PursuitBid model utilization?
Revenue can be driven by assumptions such as headcount and billing, so you can test staffing decisions in scenarios.
Do you build client portals?
Yes. Portals for documents and deliverables are built on our SaaS foundation with roles and audit logs.
Let’s talk about your professional services business.
Tell us what needs to work better. We reply within one business day with a clear next step.