Professional Services
Applied AI for professional services firms
Consulting, accounting, legal and engineering firms run on documents, email and billable time. NX:IQ automates the administrative layer around client work so senior people spend their hours on judgment rather than assembly.
Operational problems
Where the work piles up.
Proposal and engagement assembly
Every proposal is rebuilt from scratch even though most of the content already exists somewhere.
Contract sprawl
Engagement letters, MSAs and amendments live in inboxes and drives with no reliable view of obligations or renewals.
Manual intake and onboarding
Client information is collected by email, then re-entered into practice management, billing and CRM.
Knowledge that cannot be found
Prior deliverables and precedents exist, but nobody can locate them fast enough to reuse them.
Billing and time leakage
Narrative writing, WIP review and invoice prep consume hours that never reach a client bill.
Reporting by spreadsheet
Utilization, realization and pipeline reporting depend on manual exports and reconciliation.
How it fits
We connect to the systems you already run.
Nothing here requires replacing your platform. NX:IQ reads the work coming in, applies your rules and writes results back to your systems of record.
- Client email
- Contracts & PDFs
- Time entries
- Shared drives
- Practice management
- CRM
- Billing
- Reporting
Integration approach depends on the interfaces your environment exposes. We confirm feasibility during discovery rather than claiming certified partnerships.
Products
What we would put to work.
NX:IQ Docs
Classify, extract and validate content from contracts, correspondence and client submissions.
Learn moreNX:IQ Contracts
Structured visibility into obligations, dates, terms and renewals across an agreement portfolio.
Learn moreNX:IQ Flow
Intake, onboarding, approvals and status follow-up orchestrated across your systems.
Learn moreNX:IQ Insights
Utilization, realization and pipeline reporting drawn from data you already capture.
Learn moreExample use cases
Work we would take on.
- Drafting proposal sections from prior approved material, with reviewers in control of the final document
- Extracting obligations, renewal dates and key terms from executed agreements
- Automating client intake and conflict-check paperwork into practice management systems
- Search across prior deliverables that returns citations, not guesses
- Assembling invoice narratives from time entries for reviewer approval
- Consolidating engagement and financial data into a single operational dashboard
Expected outcomes
- Faster proposal and onboarding turnaround
- Fewer missed renewals and obligations
- Less non-billable administrative effort per engagement
- Reusable knowledge instead of rediscovered knowledge
- Reporting that does not depend on a manual export cycle
Outcomes describe the intent of each engagement. We define the measurement with you before build and report against it after launch.
Supporting services
Consulting that leads to a system.
What process should your team never have to do manually again?
Show us the workflow. We'll help determine whether AI and automation can improve it.