Professional Services Automation
Professional Services Automation
Transforming client intake, document review, and billing workflows with intelligent automation.
Transforming client intake, document review, and billing workflows with intelligent automation.
Transforming client intake, document review, and billing workflows with intelligent automation.
-58%
Document Processing
99.6%
Billing Accuracy
< 3 hours
Client Response
The Workflows
We decomposed the enterprise operating model into modular AI workflows, each powered by a specialized agent swarm.
We decomposed the enterprise operating model into modular AI workflows, each powered by a specialized agent swarm.
Workflow 01
Client Intake + Conflict Checking
Workflow 02
Contract + Document Review
Objective
Streamline onboarding with automated conflicts, compliance checks, and engagement letter generation.
Refined Workflow Steps
1
2
3
4
5
6
7
8
Capture client information via web form or conversation
Run conflicts check across historical engagements
Verify compliance requirements
Check sanctions lists + regulatory databases
Generate customized engagement letter
Route for partner approval and e-signature
Set up matter in practice management system
Trigger onboarding communications
AI Agents in Unison
Intake Agent
Conflicts Analysis Agent
Compliance Screening Agent
Due Diligence Agent
Document Generation Agent
Approval Routing Agent
System Integration Agent
Client Communications Agent
Workflow 01
Client Intake + Conflict Checking
Workflow 02
Contract + Document Review
Objective
Streamline onboarding with automated conflicts, compliance checks, and engagement letter generation.
Refined Workflow Steps
1
2
3
4
5
6
7
8
Capture client information via web form or conversation
Run conflicts check across historical engagements
Verify compliance requirements
Check sanctions lists + regulatory databases
Generate customized engagement letter
Route for partner approval and e-signature
Set up matter in practice management system
Trigger onboarding communications
AI Agents in Unison
Intake Agent
Conflicts Analysis Agent
Compliance Screening Agent
Due Diligence Agent
Document Generation Agent
Approval Routing Agent
System Integration Agent
Client Communications Agent
Workflow 01
Client Intake + Conflict Checking
Workflow 02
Contract + Document Review
Objective
Streamline onboarding with automated conflicts, compliance checks, and engagement letter generation.
Refined Workflow Steps
1
2
3
4
5
6
7
8
Capture client information via web form or conversation
Run conflicts check across historical engagements
Verify compliance requirements
Check sanctions lists + regulatory databases
Generate customized engagement letter
Route for partner approval and e-signature
Set up matter in practice management system
Trigger onboarding communications
AI Agents in Unison
Intake Agent
Conflicts Analysis Agent
Compliance Screening Agent
Due Diligence Agent
Document Generation Agent
Approval Routing Agent
System Integration Agent
Client Communications Agent
Workflow 01
Client Intake + Conflict Checking
Workflow 02
Contract + Document Review
Objective
Streamline onboarding with automated conflicts, compliance checks, and engagement letter generation.
Refined Workflow Steps
1
2
3
4
5
6
7
8
Capture client information via web form or conversation
Run conflicts check across historical engagements
Verify compliance requirements
Check sanctions lists + regulatory databases
Generate customized engagement letter
Route for partner approval and e-signature
Set up matter in practice management system
Trigger onboarding communications
AI Agents in Unison
Intake Agent
Conflicts Analysis Agent
Compliance Screening Agent
Due Diligence Agent
Document Generation Agent
Approval Routing Agent
System Integration Agent
Client Communications Agent
Workflow 01
Client Intake + Conflict Checking
Workflow 02
Contract + Document Review
Objective
Streamline onboarding with automated conflicts, compliance checks, and engagement letter generation.
Refined Workflow Steps
1
2
3
4
5
6
7
8
Capture client information via web form or conversation
Run conflicts check across historical engagements
Verify compliance requirements
Check sanctions lists + regulatory databases
Generate customized engagement letter
Route for partner approval and e-signature
Set up matter in practice management system
Trigger onboarding communications
AI Agents in Unison
Intake Agent
Conflicts Analysis Agent
Compliance Screening Agent
Due Diligence Agent
Document Generation Agent
Approval Routing Agent
System Integration Agent
Client Communications Agent
Workflow 01
Client Intake + Conflict Checking
Workflow 02
Contract + Document Review
Objective
Streamline onboarding with automated conflicts, compliance checks, and engagement letter generation.
Refined Workflow Steps
1
2
3
4
5
6
7
8
Capture client information via web form or conversation
Run conflicts check across historical engagements
Verify compliance requirements
Check sanctions lists + regulatory databases
Generate customized engagement letter
Route for partner approval and e-signature
Set up matter in practice management system
Trigger onboarding communications
AI Agents in Unison
Intake Agent
Conflicts Analysis Agent
Compliance Screening Agent
Due Diligence Agent
Document Generation Agent
Approval Routing Agent
System Integration Agent
Client Communications Agent
Workflow 01
Client Intake + Conflict Checking
Workflow 02
Contract + Document Review
Objective
Streamline onboarding with automated conflicts, compliance checks, and engagement letter generation.
Refined Workflow Steps
1
2
3
4
5
6
7
8
Capture client information via web form or conversation
Run conflicts check across historical engagements
Verify compliance requirements
Check sanctions lists + regulatory databases
Generate customized engagement letter
Route for partner approval and e-signature
Set up matter in practice management system
Trigger onboarding communications
AI Agents in Unison
Intake Agent
Conflicts Analysis Agent
Compliance Screening Agent
Due Diligence Agent
Document Generation Agent
Approval Routing Agent
System Integration Agent
Client Communications Agent
Ready to Build Your AI Back Office?
Ready to Build Your AI Back Office?
Ready to Build Your AI Back Office?
Talk to our team about which agents fit your needs. Whether you need deal flow acceleration, dispatch optimization, production coordination, or succession planning support — get a proof-of-concept running in days, not months.
Your Virtual Operations Team
Helping companies automate workflows and scale operations without scaling headcount.
©2026 AI Agent Commons. All rights reserved.
Your Virtual Operations Team
Helping companies automate workflows and scale operations without scaling headcount.
©2026 AI Agent Commons. All rights reserved.
Your Virtual Operations Team
Helping companies automate workflows and scale operations without scaling headcount.
©2026 AI Agent Commons. All rights reserved.
Your Virtual Operations Team
Helping companies automate workflows and scale operations without scaling headcount.
©2026 AI Agent Commons. All rights reserved.