Professional Services
New client acquisition rooms
for professional services firms.
Send every prospective GC, CFO, or CEO a personalised room demonstrating your firm's expertise in their specific situation, before you've had a single conversation.
Credibility
Expertise-first
References their company situation, sector challenges, and your firm's track record
Efficiency
Partner time protected
AI handles qualification so partners spend time only on warm, informed prospects
Pipeline
Systematic BD
Replace ad-hoc outreach with a trackable, scalable BD process
Frequently asked
Professional Services FAQs.
How does this handle confidentiality concerns?
The AI is configured to only discuss information you make available to it. Client-specific matters, privileged information, or case details are never inside the AI's context. All prospect conversations are stored in EU by default and access-controlled to your firm.
Can partners review rooms before they are sent?
Yes. You can set up a preview-and-approve workflow where a partner reviews each generated room before it is sent to a prospect. This is common practice for law firms on high-value briefs.
What level of customisation is possible per client type?
Complete. You can create separate configurations per practice area (e.g. commercial litigation, tax advisory, M&A) so the AI speaks to prospects in that area's specific language and expertise.
Does this compromise the firm's professional positioning?
No, when configured well. The AI handles qualification and initial credentials questions at the same level of professionalism the firm presents elsewhere. Prospects read it as a well-designed firm experience, not as automation.
Systematise your
business development.
14-day free trial · no credit card