Discovery call summaries
Designed around a clear trigger, a human review point and a measurable reduction in admin time.
Professional servicestoReview
AI automation for professional services firms.
Use AI to support proposals, discovery calls, CRM updates, client reporting and internal delivery workflows.
Familiar professional services software we can implement AI automation into
The Horizon AI product, for professional services
Here is roughly what we would build for your firm.
The dashboard is the window in. Underneath it, specialist AI agents work inside the software professional services firms already use - reading inboxes and documents, drafting replies, routing approvals, keeping the CRM and practice tools in sync. This is the shape of what we would ship for you.
Browse inside the phone - it's live, not a screenshot.
What every Horizon solution ships with- Specialist AI agents - each one a focused professional services workflow, not a chatbot
- Multi-model routing - the right LLM per task, not one model for everything
- Lives in your software - inbox, CRM, practice tools, documents - no new platform to learn
- Human-in-the-loop - the decisions that matter still route through a real person
- Audit trail - every AI action logged with model, tokens, latency
This is the professional services product. Same agent pattern, same multi-model router, same approval gate as every Horizon build - shaped around professional services firms workflows. When we work with you, your data stays yours.
Open the live dashboard
Software stack we work inside
AI inside the software professional services firms use.
Use AI to support proposals, discovery calls, CRM updates, client reporting and internal delivery workflows.
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
Designed around a clear trigger, a human review point and a measurable reduction in admin time.
Professional servicestoReview
Client onboarding tasks
Designed around a clear trigger, a human review point and a measurable reduction in admin time.
Professional servicestoReview
Project status summaries
Designed around a clear trigger, a human review point and a measurable reduction in admin time.
Professional servicestoReview
Inbox triage
Designed around a clear trigger, a human review point and a measurable reduction in admin time.
Professional servicestoReview
Weekly client reports
Designed around a clear trigger, a human review point and a measurable reduction in admin time.
Professional servicestoReview
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.
Ready to start? Book a strategy session.
Tell us the workflow you want to improve first. We will map the cleanest implementation path on a free 30-minute call.