Industries · Professional Services

Your AI Workforce for Knowledge Work

Agents for proposals, SOWs, RFPs, sprint planning, discovery synthesis and case-study generation — designed for consultancies, agencies, law and accounting.

Where the closed loop pays back fastest

›Proposals and SOWs taking 7–14 days from discovery to signature
›RFP win-rates flat at 18–22% despite library investments
›Sprint planning eating a full senior day every two weeks
›Case studies drafted six months after the win — if at all

High-ROI use cases

Proposal-to-SOW agent

Structured Requirements → Scope → Deliverables → Pricing → Risk → T&Cs over your clause library, with mandatory partner review.

11 days → 38 hrs (one Irvine SaaS client)

RFP win-themes agent

Implement Agentic win-themes agent over your tagged win/loss library that customizes themes per prospect industry, dollar size and competitive context.

19% → 27% win rate (Santa Ana SI)

Sprint-planning agent

LangGraph agent over Jira + GitHub MCP that grooms backlog, predicts velocity, drafts release notes.

60–70% productivity gain on planning ceremony

Case-study generation

Ingests project lifecycle (calls, SOW, sprints, delivery, feedback) and drafts Problem→Solution→Outcome within 48 hrs of close.

0 → 1 case study per closed engagement

Reference stack

LangGraph + Anthropic Claude Agent SDK
MCP for Jira, GitHub, HubSpot, Google Workspace and your RFP system
pgvector + Unstructured for SOW/clause library
Langfuse evals on every agent

Guardrails

Partner sign-off on every external artifact
Pricing logic always deterministic, never LLM
Client confidentiality boundaries enforced at retrieval

Most of our reference engagements are professional-services firms in Orange County. See the case studies for redacted detail.