AI for
professional services
Agencies, consultancies, accountants and law firms run on billable time — and lose too much of it to admin. We help you win those hours back with software, strategy, agents and training built around how your firm actually works.
Your expertise is the product. Admin is the tax.
Every hour your team spends on intake forms, status updates, document wrangling and chasing invoices is an hour not spent on billable, high-value work — or on winning the next client.
We target exactly that overhead: the repetitive work around the edges of your service, so your people spend more of their day on what clients actually pay for.
Sound familiar?
- Senior people doing junior admin
- Project status scattered across inboxes and docs
- Proposals and reports rebuilt from scratch each time
- Invoices and follow-ups slipping through the cracks
Where AI pays off in a professional firm
Faster proposals & reports
Draft first-pass proposals, SOWs and client reports from your templates and past work in minutes, not hours.
Client intake & onboarding
A portal and agents that collect what you need, chase missing info, and set up new clients without the back-and-forth.
Knowledge at your fingertips
Search across past matters, projects and documents so your team finds the precedent or deliverable instantly.
Billing & follow-up on autopilot
Agents that prepare invoices, chase overdue payments and nudge stalled approvals so cash keeps moving.
All four ways, applied to professional services
Custom software
A client portal and practice tools shaped to how your firm delivers — not generic PM software.
AI strategy
A roadmap of where AI saves billable hours first, ranked by impact and effort.
Agentic workflows
Agents that handle intake, follow-ups, billing and reporting around the clock.
AI training
Hands-on training so your team uses AI on real client work, safely.
“We were drowning in admin between billable work. ComplxAI automated the intake and reporting grind and gave us back the equivalent of a part-time hire.”
Win back your billable hours
Tell us where the admin piles up and we'll show you what AI can take off your plate. The first call is free.