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Who we work with
AI for Canadian professional services firms
In a services firm, time is the product. Every hour spent on proposals, intake and reports is an hour not billed.
Projects
Where AI pays off first in professional services
Proposals
Today. Each proposal starts from an old one and takes a day to adapt.
After. A first draft comes from your past proposals and the client's brief. A partner edits and sends it.
Client intake
Today. New client details are collected by email and typed into several systems.
After. Intake happens once, and the details flow to your CRM, billing and project tools.
Time and billing review
Today. Time entries are reviewed by hand before every invoice run.
After. Missing and unusual entries are flagged before the invoice run.
Firm reporting
Today. Utilization and margin reports take days to assemble.
After. Utilization, realization and margin by client are current every week.
Example project. An engineering firm spends a day on each proposal. The first project drafts proposals from past wins and the client's request for proposal. This is an illustration, not a client.
Systems
Built on the systems you already run
We connect to your current tools. These are the ones we see most in professional services.
Funding
Funding that can fit these projects
We scope the project first, then check these programs. Only programs marked "Grant" are grants.
Regional Artificial Intelligence Initiative
Covers larger adoption projects, including outside implementation costs. You repay it.
Amount: Up to 50% of eligible costs.
BDC LIFT
A loan for AI projects.
Amount: Loans of $25,000 to $5M.
Digital Modernization and Adoption Plan
For Ontario companies: up to $15,000 toward a digital adoption plan.
Amount: Up to $15,000.
Ontario Job Grant
Training for your staff in Ontario.
Amount: Up to $10,000 per trainee.
B.C. Employer Training Grant
Training for your staff in British Columbia.
Amount: 80% of eligible training costs.
Questions
Common questions
Is our client information safe?
We keep client data in systems you control, and we agree on what each tool can access before we build.
Will this work with our practice management software?
Usually. We confirm the connection in the scoping step, before you commit to the project.
Tell us what you want to change
Answer a few questions about the project. We reply with a first scope and the funding that fits it. Funding is never guaranteed, and we tell you when a program is not a good fit.