Discovery call summaries
Start with the source records and define the information a reviewer needs before this step can proceed.
Professional servicestoReview
AI automation for professional services firms.
Automation runs through the software, inboxes and documents your team already uses. Stop being the bottleneck on proposals, discovery summaries and weekly client reports. Built for owner-led consultancies and professional firms under 15 staff who'd rather get half a day per client per week back than hire a delivery manager to write the same updates.
Discovery call summaries, built inside the software your team already uses, with people approving what matters.
AI operations dashboard
See the automation working inside the software you already use.
Teams is where your staff instruct the AI. This dashboard is the management layer: live workflows, queued work, exceptions and approvals for professional services firms.
The dashboard is the window in. Underneath it, specialist AI agents handle inbox triage, crm update, client follow-up inside the software professional services firms already use.
Every Horizon solution includes- Specialist AI agents - each one runs a focused workflow, not a generic chatbot
- Multi-model routing - the right model is selected for each task
- Human approval gates - client-facing and high-impact actions still wait for a person
- Audit trail - every AI action is logged with its status and outcome
This is the professional services product. It uses the same live-agent pattern as every Horizon build, shaped around the workflows and software already in use.
Open the live dashboard
In short
How can professional services firms use AI automation?
Professional services firms use AI automation to cut repeated admin - discovery call summaries, proposal drafts - while keeping a person on anything that touches a client, payment or compliance record. Horizon AI builds one workflow at a time inside the Microsoft 365, Google Workspace, HubSpot tools you already run, with the scope, access requirements and testing agreed before implementation.
Familiar professional services software we can implement AI automation into
Software stack we work inside
AI inside the software professional services firms use.
Stop being the bottleneck on proposals, discovery summaries and weekly client reports. Built for owner-led consultancies and professional firms under 15 staff who'd rather get half a day per client per week back than hire a delivery manager to write the same updates.
The first build sits inside familiar systems - inboxes, documents, client portals, practice platforms, booking tools and reporting workflows professional services firms already rely on every day.
workflow.liveLive
Email and docsSource
AI reviewReview gate
Microsoft 365Action
- AI Summary drafted review
- OK System update prepared queued
Workflow examples
First workflows worth testing.
Proposal drafts
Prepare the routine work for the responsible person, with the original context available for checking.
Professional servicestoApprove
Client onboarding tasks
Agree the system handoff and how the team handles missing information or conflicting records.
Professional servicestoSign-off
Project status summaries
Use clear trigger and completion rules so repeated or failed work stays visible to its owner.
Professional servicestoFinal check
Inbox triage
Keep draft outputs separate from approved actions and define when the workflow should ask for help.
Professional servicestoHuman gate
Weekly client reports
Test representative examples and exceptions before deciding how much of this work should be automated.
Professional servicestoAudit
How we work
A narrow first workflow beats a broad AI transformation promise.
Discovery
Review the current process, software stack, data access points and manual handoffs.
Scope
Choose the first workflow, approval gates, implementation path, timeline and quote.
Deploy
Build, test and launch the workflow inside approved business systems with human review.
Expand
Turn the first useful workflow into a practical AI roadmap across the business.
Relevant services
How Horizon AI can help.
Tool reference
Every tool we can build around.
The integration path depends on permissions, API access, subscription tier and security rules.
Common questions
Answers before we start.
What is Professional services automation?
Professional services automation means using AI automation, AI integration and practical implementation work to reduce admin, summarise information, draft routine work and keep follow-up moving inside familiar systems.
Can Horizon AI integrate with Microsoft 365, Google Workspace, HubSpot?
Usually, but the exact path depends on permissions, API access, exports, subscription tier and security rules.
Which workflow should this sector automate first?
Start with the workflow that is repeated often, has clear inputs and outputs, and can be reviewed by a person before it affects a client, payment or compliance record.
Bring one workflow. Explore the next step.
A free 30-minute conversation with our Director about the work, the systems involved and what needs a closer look. Detailed assessment and implementation are quoted separately.