Home › Use Cases › Professional Services

AI for Professional Services

14 ready-to-build AI use cases for professional services teams, each built and tested on sample data. Open any kit to see how it was measured and where it fails.

Measured on sample data, not asserted. Every number lives on the kit’s own board.
14use casesfor Professional Services
5kinds of jobthe bars below
836sample documentsin these kits’ data
1,136test casesgraded by code
92failures namedcase by case

What these kits do

Pick a job to narrow the tiles below.

Where they slip, and where to watch

Across 92 named failures

  • Applied the wrong rule · 33%
  • Added or dropped an item · 24%
  • Gave no answer when one was owed · 16%

No Professional Services video yet.

Watch Professional Services videos on YouTube →

All 14 kits

Professional ServicesUC0053Check an engagement team's independence attestations for who to chase50 attestation registers measuredProfessional ServicesUC0198Turn a solicitation into a response matrix36 solicitations measuredProfessional ServicesUC0201File each finished client deliverable like a careful librarian60 knowledge-base submissions measuredProfessional ServicesUC0232Turn a conflict-of-interest form into checkable rows60 declaration forms measuredProfessional ServicesUC0233Check a firm's year-end figures against their schedules60 statements measuredProfessional ServicesUC0264Catch a consulting firm's real missing timesheets66 monitoring packs measuredProfessional ServicesUC0294Catch a client engagement's hidden scope changes360 engagement scope packs measuredProfessional ServicesUC0347Check a firm's expense claims against the client's terms62 submitted expense claims measuredProfessional ServicesUC0427Check a consulting firm's subcontractor invoices before payment64 invoice packs measuredProfessional ServicesUC0439Check an audit confirmation against the client's own records64 confirmation files measuredProfessional ServicesUC0449Find the cause behind a consulting firm's engagement shortfalls64 engagement shortfall files measuredProfessional ServicesUC0469Check a law firm's time entries against billing rules64 draft pre-bill QC packets measuredProfessional ServicesUC0501Check a consulting firm's subcontract billing against its markup terms64 subcontracted billing lines measuredProfessional ServicesUC0534Check a firm's sanitized deliverable for client clues62 reuse submissions measured

Rebuilt from the kit files at every deploy · last deploy before this build: 18 Oct 2026