AI agents for professional services
Agencies, consultancies, and firms sell expertise — but most of the week goes to the repetitive production around it. We build agents that run those workflows end to end.
Professional services is where AI agents shine, because the work is a series of repeatable expert workflows: gather inputs, analyze, and produce a client-ready deliverable. An audit. A research report. A pre-meeting brief. A collateral package. The expertise is yours — but the assembly is mechanical, and it's where your most expensive people lose their week.
That assembly is exactly what an agent automates: it pulls from the tools you already use, reasons across them, and hands back a polished draft for an expert to review. Two agents we've built make the pattern concrete.
What service firms keeps asking AI to do
Automate a repeatable expert workflow
Codify the multi-step process your team runs by hand — audit, analysis, research — into an agent that does it in minutes and never skips a step.
Generate client-ready deliverables
Branded reports, one-pagers, and follow-ups produced from your data in your house style — a draft ready for an expert to review instead of a blank page.
Connect the tools you already use
Agents plug into your CRM, analytics, and document stores through APIs and MCP connectors, so they work where your data already lives.
What we've built for service firms
Two agents, two firms — both running a real expert workflow end to end.
SEO Audit
Agent-generated10
Domain rating
4.4s
Mobile LCP
0
Ranking kw
Top findings
Agentic audit automation
An agent that runs a full SEO audit
For an established SEO firm, we built an agent that automates the audit their team used to do by hand: it pulls backlink, ranking, technical-crawl, page-speed, and AI-search-visibility data from multiple sources, reasons across all of it, and produces a prioritized, client-ready report. (It’s the same engine that produced the audit behind this very site’s SEO work.)
MCIM · Prospect Engine
Generated in one pass
Go-to-market collateral
An agent that writes a prospect’s whole packet
For a private-equity-owned software company, we built a prospect engine: one command pulls from their HubSpot, analytics, and Drive, and generates a full set of branded go-to-market collateral — research report, scope of services, pre-meeting brief, and follow-up — then we taught their team to run and extend it themselves.
Why an agent, not another SaaS subscription
Horizontal SaaS gives every firm in your category the same generic tool. Your edge is your method — the specific way your team runs an audit or builds a deliverable. A custom agent encodes that method, so the output is yours, not a template everyone else also has.
These systems are built on the same MCP-and-connector approach we write about in our guide to MCPs and connectors — and, like everything we build, you own them outright.
How we work
- Fixed scope and a fixed price — quoted in 24 hours, no hourly surprises.
- A working system in 4-6 weeks, with weekly demos you actually see.
- You own the code and the cloud from day one — no lock-in.
Frequently Asked Questions
Want an agent that runs your firm's busywork for your business?
Here's how to figure out if it's the right move — without talking to a salesperson.
Spec it in Mission Control
Answer a few questions and our AI drafts a build spec for your idea — free, no signup.
Pressure-test it anywhere
Paste the spec into Claude, ChatGPT, or any AI for a free second opinion on feasibility and cost.
Talk to us if it's a fit
When you're ready, we'll scope, price, and ship — same studio that built this.