Proposal & SOW drafting
Draft proposals and statements of work from your templates, past work, and client notes, ready for your review.
AI for professional services
More Billable Time. Less Admin.
Your expertise is what clients pay for, but proposals, document review, time entry, and administrative follow-up eat into every week. We help professional services firms put AI to work on that overhead while protecting client confidentiality.
Built for: Law firms, accounting and advisory firms, consulting firms, engineering and architecture firms, and agencies.
Prefer to talk first? Book a free 30-minute call(opens in a new tab)Where time goes today
- Proposals and statements of work rebuilt from scratch
- Hours spent reading and summarizing long documents
- Time entries and billing details chased every month
- Valuable know-how buried in past projects and shared drives
Use cases
How AI Helps Professional Services Teams
Document review & summarization
Summarize contracts, reports, and correspondence, highlight key terms and risks, and answer questions about long documents.
Client intake
Collect and organize new-client information, prepare engagement paperwork, and route requests to the right team.
Time entry & billing support
Suggest time entries from calendars, emails, and documents, and draft clear billing narratives for review.
Firm knowledge assistant
Find answers across past projects, templates, and policies in SharePoint and Teams, while respecting access permissions.
Meeting notes & follow-ups
Turn meetings into summaries, action items, and follow-up emails so nothing falls through the cracks.
Before & after
Example workflow: Proposal creation
Today
- 1A partner searches old folders for a similar proposal
- 2Content is copied, pasted, and reworked by hand
- 3Scope, pricing, and terms are checked across documents
- 4Drafts circulate for days before going out
Manual, slow, and easy to get wrong
With AI
- 1AI finds the most relevant past proposals and templates
- 2A tailored first draft is assembled from your own content
- 3Scope and terms are checked against your standards
- 4Your team refines and sends a polished proposal sooner
Faster, consistent, and people stay in control
Illustrative example. Your actual workflow is mapped and measured during the assessment.
Confidentiality comes first
- Permission-aware access: AI sees only what each user is allowed to see
- AI services that don't train on your firm's data
- Human review of everything that goes to a client
- Workflows aligned with your professional and ethical obligations
Works with the systems you already use
- Microsoft 365, Outlook, Teams, and SharePoint
- Google Workspace
- Practice management, CRM, and billing systems
- Document management systems
Integration availability depends on your software environment and access permissions.
FAQ
AI for Professional Services: FAQ
Have a question that isn't answered here? Email us at info@vitalcode.io or ask during your free assessment.
Only what you allow. We configure AI to respect your existing permissions, so people can only get answers from documents they already have access to.
No. AI handles drafting, searching, and summarizing. Your professionals review the work and make every decision that matters to clients.
Yes. We connect AI to Outlook, Teams, and SharePoint so it fits into how your team already works.
Proposal drafting, document summarization, and meeting follow-ups are popular first steps because they save time every week and are easy to measure.
Free AI Opportunity Assessment
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Discover how much time and money your business could save through intelligent automation.
- Identify your highest-ROI AI opportunities
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- Get a practical, step-by-step implementation plan
Pick a time that works for youBook a free 30-minute call(opens in a new tab)Prefer email? Contact us atinfo@vitalcode.ioPrefer to talk? Call us at(571) 249-5277
VitalCode, Inc.20130 Lakeview Center Plaza, Suite 400
Ashburn, Virginia 20147
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