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AI for Agencies and Professional Services

Some work only makes sense inside a particular kind of business. Industry solutions gather products built around how agencies, professional services firms and other sector teams actually run. You will find systems for proposals, training, client updates, delivery and resourcing, many with editions shaped around a specific industry's habits and paperwork.

All Industry Solutions Agencies Education & Training Hotels & Hospitality Legal Operations Professional Services Real Estate Travel & Tourism

Products in this category

  • Brass line connecting a briefcase to two trays, showing a new client onboarded from intake to delivery.
    Agencies

    AI Agency Client Onboarding

    Collects client access, assets and briefs during onboarding.

    From $4,100 · License $1,450 first year Delivery in 20–30 working days
  • Paper calendar page, briefcase silhouette and thread spool collage, showing content produced steadily for clients.
    Agencies

    AI Agency Content Engine

    Produces client content at volume across brand voices.

    From $7,600 · License $2,700 first year Delivery in 20–30 working days
  • Pin, cutaway briefcase and a level scale, showing a deliverable packaged, routed and balanced through sign-off.
    Agencies

    AI Agency Delivery Agent

    Coordinates handoffs between strategy, creative and delivery.

    From $8,300 · License $2,950 first year Delivery in 20–30 working days
  • Cutaway briefcase with tabbed folders beside a tagged tray, showing client knowledge organized and findable.
    Agencies

    AI Agency Knowledge Base

    Captures agency processes, templates and client knowledge.

    From $11,100 · License $3,950 first year Delivery in 20–30 working days
  • Marked calendar, briefcase and clipped receipt scattered on a desk, showing a whole agency's operations run as one.
    Agencies

    AI Agency Operations OS

    Connects agency onboarding, delivery, reporting and knowledge into one system with shared client data and approval rules (no sales or proposal agents).

    License $6,950 first year Delivery in 20–30 working days
  • Marked calendar page, briefcase and tray of task tokens, showing campaign deadlines tracked across client work.
    Agencies

    AI Agency Project Manager

    Tracks client deliverables, approvals and deadlines.

    From $8,300 · License $2,950 first year Delivery in 20–30 working days
  • Leaning brass tower, briefcase and a propped card, showing a campaign proposal drafted from discovery notes.
    Agencies

    AI Agency Proposal Agent

    Drafts agency proposals and pricing from discovery notes.

    From $5,500 · License $1,950 first year Delivery in 20–30 working days
  • Tray exchanging a document with a briefcase beside connected brass dots, a deliverable checked before sending.
    Agencies

    AI Agency QA

    Checks deliverables against client briefs before sending.

    From $4,100 · License $1,450 first year Delivery in 20–30 working days
  • Brass dial, briefcase and report tray in an isometric still life, showing campaign performance turned into a report.
    Agencies

    AI Agency Reporting

    Builds white-label campaign performance reports for agency clients; the agency version of AI Client Reporting.

    From $6,200 · License $2,200 first year Delivery in 20–30 working days
  • Small brass gear, briefcase and a map pin, showing a lead qualified and booked onto a discovery call.
    Agencies

    AI Agency Sales Agent

    Qualifies agency leads and books discovery calls.

    From $8,300 · License $2,950 first year Delivery in 20–30 working days
  • A box cut open around a book tab and brass clip holding pages, showing submitted work being marked.
    Education & Training

    AI Assessment Agent

    Marks structured assessments against rubrics for educator review.

    From $6,200 · License $2,200 first year Delivery in 20–30 working days
  • Concentric brass rings and a key tag above curved arrows, showing a buyer's search narrowed over time.
    Real Estate

    AI Buyer Assistant

    Guides buyers through search, viewing and offer steps.

    From $8,300 · License $2,950 first year Delivery in 20–30 working days
  • Document tray with a marked page beside a briefcase and a brass pin, showing named clauses pulled from contracts.
    Legal Operations

    AI Clause Extraction

    Extracts clauses into a structured clause library.

    From $6,200 · License $2,200 first year Delivery in 20–30 working days
  • Brass spool, briefcase and a curled paper receipt, showing a client message drafted and ready to send.
    Professional Services

    AI Client Communication

    Drafts client emails and meeting follow-ups in your voice.

    From $4,100 · License $1,450 first year Delivery in 20–30 working days
  • Interlocking gears beside a briefcase holding a document, showing new-client details captured and structured.
    Professional Services

    AI Client Intake

    Collects and validates new-client information and documents.

    From $4,100 · License $1,450 first year Delivery in 20–30 working days
  • Six manila folders beside a ledger, one open with a green tab, showing client documents filed to the right folder.
    Professional Services

    AI Client Intake for Accounting & Tax Firms

    Collects, checks and chases client documents, then files them to the right client folder; an edition of AI Client Intake adapted for…

    From $6,200 · License $2,200 first year Delivery in 20–30 working days
  • Grid of a bar-chart sculpture, briefcase and trend-line wire, showing client reports assembled automatically.
    Professional Services

    AI Client Reporting

    Assembles client reports from project and performance data.

    From $6,200 · License $2,200 first year Delivery in 20–30 working days
  • Layered toggle switch, briefcase shape and a rising bar chart, showing client health scored together.
    Professional Services

    AI Client Success System

    Monitors client health and renewal risk across your firm.

    From $9,700 · License $3,450 first year Delivery in 20–30 working days

What kinds of businesses are these built for?

Two groups stand out. Agencies get a full set of products, from AI Agency Sales Agent and AI Agency Proposal Agent through onboarding, delivery, QA and white-label reporting. Professional services firms get tools like AI Resource Planning, AI Scope Management and AI Professional Services Knowledge Base. Training and proposal products then come in editions for logistics, manufacturing, retail, hospitality, construction, events and more.

How do I choose between the agency products?

If you want one system for the whole agency, AI Agency Operations OS runs sales, onboarding, delivery and reporting together. If one stage hurts more than the rest, pick the matching product instead. AI Agency Client Onboarding collects access, assets and briefs. AI Agency QA checks deliverables against client briefs before sending. AI Agency Reporting builds white-label performance reports.

For keeping clients informed, the AI Project Status Agent sends accurate status updates. It has native editions for Jira, Asana, ClickUp, Linear and Monday.com, so it reads the work where your team already tracks it rather than asking anyone to copy updates across.

How do the training and proposal editions fit different industries?

Training needs vary widely. A restaurant has to bring seasonal staff up to speed quickly, while a manufacturer turns SOPs and specs into lessons for every shift. AI Training Content Generator builds the lessons and AI Corporate Training Agent delivers and tracks the programs. The AI Proposal System editions cover freight quotes, RFQs, construction tenders, event packages and agency SOWs.

Questions buyers ask

What is the difference between the two training products?

AI Training Content Generator turns your source material into structured lessons. AI Corporate Training Agent delivers and tracks training programs once the content exists. Some teams need to start with content, while others already have material and only need delivery and tracking. Both come in several industry editions.

Can it help when clients keep asking for extra work?

That is what AI Scope Management is for. It detects scope creep in client requests and drafts change orders, so your team can raise the conversation early and in writing. It pairs well with AI Delivery Agent, which tracks milestones and flags risks across client projects.

Do agency reports carry our branding?

AI Agency Reporting builds white-label client performance reports, so they go out under your agency's name. The exact report contents and data sources for your setup are written into the product's Scope Card, which you can read on the product page before ordering.

Choosing between Industry Solutions products?

Tick Compare on up to four products to see scope, price and delivery side by side. If you would rather ask, an expert can reply by email and help you pick the one that fits how you work.

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