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Home/Industries/Professional Services
Industry · Professional Services

Professional Services

Engagement delivery, knowledge work and back-office for consulting, legal and audit firms.

iManageNetDocsWorkday PSA
Matter
-scoped memory
Conflict
Walls
Ethics
Controls
Client
Confidential
Where agents create leverage

High-value workflows for Professional Services

Six high-impact areas where xyner is already deployed in your industry.

Engagement intake

Conflicts, KYC, scope drafting.

Knowledge

Citation-anchored answers from firm IP.

Document drafting

Memos, decks, deliverables from frameworks.

Review

Quality, risk and second-line review prep.

Resource planning

Staffing, utilization, pipeline.

Billing

Time capture, narrative drafting, invoice prep.

Built for professional services

The right depth, the right controls

xyner brings industry-specific integrations, language coverage, regulatory mappings and deployment options that meet your environment where it is.

  • DMS integration (iManage, NetDocs)
  • Conflict and ethics controls
  • Per-matter memory walls
  • Client-confidentiality guardrails
Citations Drafted memo Review pack
How rollouts go

From pilot to enterprise rollout

Customer Success and our partner network deliver guided rollouts — typically starting with one high-value workflow per business unit.

  • Pilot one workflow with one team in 4-6 weeks
  • Measure against a clear KPI baseline
  • Layer policies, approvals and audit
  • Scale to additional workflows and units
1DISCOVER 2DESIGN 3DEPLOY 4OPERATE
How it works

Engagement to invoice, in five practice-grade steps.

Agents do the work that slows engagements down — research, drafting, knowledge access, time capture — so partners and consultants do what only they can do.

1

Capture context

Client history, prior engagements, market context and regulatory developments surface instantly at every interaction.

2

Draft & reuse

RFPs, proposals, advice memos, contracts and reports drafted using your firm's knowledge — never the model's guess.

3

Ground in firm knowledge

Every output cites the firm's playbooks, prior matters and expert sources — grounded, defensible, on-brand.

4

Approve & release

Quality reviews, conflict checks and partner approvals route via your existing matter-management workflows.

5

Capture & bill

Time, scope and engagement events captured automatically — no end-of-month reconstruction, no leakage.

Outcomes

What customers measurably ship in Professional Services.

Real numbers from production deployments across the sector.

30%
More billable time
60%
Faster proposal turn
Firm
-knowledge grounded
Auto
Time capture
Time-to-value

Reclaim billable hours

Research, drafting, knowledge lookups and time capture — work that should be invisible — handled by agents. Senior practitioners get their week back.

Risk reduction

Firm knowledge, finally usable

The firm's playbooks, prior matters and expert insight power every output. Knowledge stops being a SharePoint graveyard and starts working for every engagement.

Industry use cases

How xyner shows up across Professional Services.

Concrete patterns from production deployments — across the sub-segments and operating models of the sector.

Law firms

Matter & document

Document review, contract drafting, due-diligence orchestration and matter management.

Audit & assurance

Engagement execution

Risk assessment, testing orchestration, working-paper drafting and review.

Tax

Compliance & advisory

Return preparation, position-paper drafting and regulatory-change tracking.

Management consulting

Engagement support

Research, deck drafting, analysis support and engagement-economics tracking.

Engineering consulting

Project delivery

Design review, compliance checking, project documentation and client servicing.

Advisory firms

Research & insight

Continuous market monitoring, thesis drafting and client briefing.

Why xyner

Knowledge tools + scribes vs. agentic professional services.

Most firms have invested in knowledge tools and AI scribes. Agentic services connects them into the actual workflow of an engagement.

Dimension
Without xyner
With xyner
Scope
One step (search / scribe)
Engagement-wide workflow
Knowledge usage
Search-driven
Cited in every draft
Time capture
Manual
Automatic, audit-ready
Quality control
Bottlenecks
Built into the workflow
Engagement economics
Visible at month-end
Real-time
Client experience
Slow, inconsistent
Fast, on-brand
First-draft quality is now firm-standard — our seniors review, not type.
Managing Partner · Top Consulting Firm

Plays well with

SAPOracleSalesforceServiceNowMicrosoft 365SnowflakeDatabricksWorkdayKafkaTeamsSlackJira
FAQ

Common questions, straight answers.

Per-matter isolation?

Yes — matter-scoped memory walls.

Conflicts and ethics?

Built-in controls and audit.

How quickly can we get to first value?

Most customers run their first production workflow in 4-6 weeks using starter packs.

Where is data stored?

Your chosen region. CMK and on-prem options available.

Get started

Ready to put autonomous agents to work?

See xyner in your environment with a guided executive demo.

Request a demo Contact us
Keep exploring

Related resources

Related pages curated for your context.

Industries

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Industries

Agentic AI for Insurance

Underwriting, claims, broker servicing and policy admin — autonomous AI for insurers and reinsurers.

Learn more →
Solutions

Agentic AI Solutions by Function

Pre-built, customizable agentic AI solutions for finance, procurement, HR, ITSM, customer support, sales.

Learn more →
Capabilities

Multi-LLM Support

Choose the right model for every job. xyner supports OpenAI, Claude, Gemini, Llama, Mistral.

Learn more →
xyner.ai

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