Proposal and RFP first drafts
Pulls relevant credentials, case summaries and approved language from your knowledge base to draft responses partners refine and approve.
L2 · RecommendIndustry · Professional Services
AI teammates for professional services firmsUtilization up. Admin down.
Clone Solutions embeds with consulting, accounting and advisory firms to put Clones to work on proposals, delivery support, staffing and billing. Your experts keep the client relationships and the judgment.
The pressure
What professional services leaders are up against.
Utilization squeezed by admin
Senior people lose billable hours to status reports, timesheets, research and internal coordination.
Proposals take too long
Every RFP pulls experts off client work to rebuild content that already exists somewhere in the firm.
Knowledge walks out the door
When people leave, methods, templates and client context leave too, and new hires start from scratch.
Clients expect more for less
Fee pressure and fixed-price work mean every inefficiency in delivery comes straight out of margin.
Where Clones go to work
Five high-value plays.
Engagement status reports and client updates
Collects progress from project tools and timesheets, drafts weekly status reports and flags risks to the engagement manager.
L3 · Execute with approvalStaffing requests and availability matching
Matches open roles to skills and availability, proposes staffing options and books people once the resourcing lead approves.
L3 · Execute with approvalTimesheet follow-up and invoice preparation
Chases missing time, checks entries against engagement terms and prepares invoices and WIP reports for finance to approve.
L4 · Execute within limitsFirm knowledge on demand
Answers questions about methods, templates and past work from approved sources, so new hires ramp faster and experts get fewer interruptions.
L4 · Execute within limitsYour first 90 days
From kickoff to first results.
Secure and align
InfoSec approves connections and client data separation rules. We map delivery and back-office workflows, then baseline utilization, proposal cycle time and billing lag.
First practice live
Proposal and knowledge Clones launch with a partner champion and pilot teams. Partners review every draft, and approved content feeds the knowledge base.
Prove and extend
Proven workflows move to execute with approval. Finance or delivery operations starts its rollout, and the 90-day review shows results against baseline.
Governance
Built for your regulators, too.
- Client confidentiality enforced with engagement-level access and data separation between clients.
- Professional standards respected: qualified professionals review and sign every client deliverable.
- Independence and conflict rules reflected in what each Clone can see and do.
- GDPR in place. SOC 2 and ISO 27001 in progress, supporting your client security reviews.
- Regulatory and professional rule mapping is guidance only, not legal advice.
Regulatory mapping is readiness work, not legal advice.
Year-1 department sequence
One at a time. Two in parallel.
- InfoSec & IT
- Business Development
- Knowledge Management
- Delivery Operations
- Finance & Billing
- Resource Management
- HR & Talent
Systems we connect
Your stack, not a new one.
SalesforceHubSpotMicrosoft 365Google WorkspaceSharePointMicrosoft TeamsSlackNetSuiteDeltekKantataWorkdayAsanaJira
What we measure
The numbers that matter here.
- Billable utilization
- Proposal cycle time
- Proposal win rate
- Days to invoice
- New hire ramp time
- Hours on admin
Our partners walk into every pitch with a draft already waiting. The Clones carry the admin, and our people carry the client.
What Clone Life looks like in professional services
FAQ
Professional Services: questions, answered.
How do you keep client data separate?
Access is configured per client and per engagement, so a Clone working one account cannot see another. InfoSec approves every connection during the Secure phase, and audit logs record each action. We share our security package up front to support your own client security reviews. SOC 2 and ISO 27001 are in progress.
Who signs off on client deliverables?
Your professionals do. Clones draft, summarize and assemble. Approval rules require a named person to review anything that reaches a client, and your quality and professional standards stay unchanged. Clones add capacity to the team, and the people who sign the work stay accountable for it.
Where do firms usually start?
Often with proposals and firm knowledge, because the content already exists and the time savings show quickly. Finance and delivery operations follow, where timesheet chasing, status reporting and billing prep add up across every engagement. The Month 1 ranking of your opportunities decides your actual sequence.
Can you work with tools beyond Clone?
Yes. We are Clone-first, not Clone-only. Alongside Clones, we can roll out and govern other AI tools, build automations in n8n, Make or Power Automate, and clean up CRM, PSA or ERP data. The goal is one governed approach across everything your firm uses.
Other industries
See more.
Built for professional services. Run by your team.
Book a Professional Services briefing with Clone Solutions.