Industry AI agents · Professional Services
AI for professional services
Accountancies, consultancies and agencies sell expertise by the hour — and AI is rewriting the hour. The firms that win use it in the daily workflow, in their own style, and advise their clients on it with confidence.
Or ask the agent on the right — it answers in your language and knows this sector’s use cases and rules.
Why it works here
What AI changes for professional services
Drafting, proposals and reports generated from your past work and house style, reviewed by your people.
Assistants over past engagements and client documents so no insight is lost between projects.
Partner with Mentis to offer AI-readiness advisory to your own client base — a referral model exists.
Every setting
AI use cases across professional services
Typical starting points we see — always qualified against your data, your constraints and your regulatory exposure.
Accountancies & fiduciaries
Document processing for bookkeeping, client-question assistants, regulatory-update summaries, AI-readiness advisory for SME clients.
Consultancies
Proposal and deliverable drafting, research assistants over internal knowledge, engagement summarisation.
Agencies
Brief-to-draft workflows in brand voice, asset search, client-reporting automation.
HR & recruitment
CV and job-description processing with strict AI Act attention, candidate-communication assistants.
Regulation & sovereignty
Regulation: confidentiality and the AI Act
Client-confidentiality duties mirror those of legal; most firm-internal AI is limited-risk, but HR and recruitment uses are high-risk under the AI Act. The larger question is competence: advising clients on AI requires understanding the rules yourself — which is where our assessment and partner programme come in.
Other industries
Ready to move from questions to a roadmap?
The agent shows what is possible. The 4-week AI Readiness Assessment shows what is possible for you — data, architecture, people and AI Act exposure included.