Client intake
Capture and qualify new client inquiries with consistent detail and routing.
Professional Services
Professional Services
Professional services firms sell expertise measured in hours, which makes administrative time expensive. RSP AI automates intake, research, and reporting so more of the day is billable.
What this includes
Automate proposals, research, client intake, knowledge management, CRM activity, reporting, and project workflows.
Research support
Assemble background, precedent, and source material for engagements automatically.
Knowledge management
Make prior deliverables and methodology searchable across the firm.
Engagement reporting
Generate recurring client and internal reporting without manual assembly.
What it changes
Higher billable utilization
Faster engagement startup
Firm knowledge retained and reusable
Consistent client reporting
Related
Accounting & CPA
Accounting & CPA Firms
Automate client intake, document collection, invoice processing, reporting, AP/AR workflows, and administrative work.
Legal
Law Firms
Automate intake, scheduling, document processing, knowledge search, case administration, and client communication.
Staffing & Recruiting
Staffing & Recruiting
Automate candidate screening, outreach, scheduling, qualification, follow-up, and ATS workflows.
What could AI automate inside your business?
Tell us how your company operates today. RSP AI can identify repetitive workflows, disconnected systems, and high-value opportunities for automation.