AI systems for professional services.
The workflow pattern we see in this industry, and what we would build for it.
01
RFP arrives
A partner scans the request and pulls the last similar proposal. The clock starts on a short deadline.
02
Credentials hunted
Past work, bios, and case material are hunted across drives and inboxes. Nobody finds the best example.
03
Draft assembled
Senior staff write sections from scratch at night. Formatting eats hours that clients never see.
04
Pricing debated
Fees are set from memory of the last deal. The proposal ships late and margin is guessed.
A proposal desk agent.
An agent that assembles the first draft from your past wins, retrieves the right credentials and methodology, and recommends pricing from historical margin. Partners keep the final say on every proposal. The agent removes the hunting and the formatting, not the judgment.
10 to 14 weeks from kickoff to a live production system. We stay through adoption.
Eval harness
Checks agent outputs against a test set before release.
Reliability gates
Hard checks the system must pass before it ships.
Live production system
The working system in your stack, not a report.
Adoption Mile
To the 70 percent weekly-active bar by day 90.
Senior staff time on work below their judgment
40 to 60 percent
IllustrativeUtilization at mid-market firms
50 to 60 percent
IllustrativeProposal cycle compression from drafted-first workflows
Varies by practice
Illustrative
Ranges are industry observations for orientation. They are not ClearForge results. Our results live on the proof page.
See the proofStart where every engagement starts. The fixed-fee Diagnostic maps this workflow in your practice in 2 weeks.
Starting point · Forge Diagnostic