AI for Professional services
AI for professional services that helps advisory teams prepare proposals, retrieve experience and organise client delivery.
Built around your business
Your firm earns its value through judgement, but much of the working day goes into assembling the material around it. Finding a relevant example, reconstructing a client conversation and preparing a first draft all take time. As the business grows, expertise becomes harder to locate across teams and folders.
Voxd helps professional firms make that accumulated knowledge easier to use. We can connect approved credentials, client context and internal resources to the workflows where they matter. Your people get a better prepared starting point for a proposal or engagement, while retaining responsibility for advice, relationships and the final deliverable.
Bring together meeting notes, approved credentials and the prospect brief to prepare a proposal that addresses the actual need. Reviewers can inspect the source context and refine the commercial argument. The benefit is more capacity for thoughtful follow-up, with less time rebuilding every response from scratch.
Help teams locate relevant methods, previous work and internal guidance within appropriate client permissions. A useful knowledge assistant points people back to the source rather than simply generating a plausible answer. It also highlights where important expertise exists only in individual inboxes or memory.
Collect the information a delivery team needs, flag missing documents and prepare structured handovers from sales to delivery. AI can support the coordination around onboarding while the engagement owner confirms scope and expectations. That gives the first client conversation a more informed starting point.
Find your starting point
Explore the work behind each opportunity. Start with the problem that matters most to your team.
Use client context in proposals and follow-up.
Prepare well-structured proposals and tender responses using your approved knowledge, evidence and pricing rules.
Explore this serviceTurn approved call transcripts and meeting notes into structured insight for follow-up and account planning.
Explore this serviceKeep enquiries moving and CRM records useful, with less manual work for your sales team.
Explore this serviceMake knowledge and onboarding easier to manage.
Help staff find reliable answers across company documents and systems, with links back to the source.
Explore this serviceCoordinate onboarding information and tasks so clients and staff can see what needs to happen next.
Explore this serviceHelp turn approved interviews, notes and working documents into organised guidance for the next person.
Explore this servicePut practical AI into everyday work.
Introduce Copilot with practical use cases, prepared information and support for the people using it.
Explore this serviceHelp staff practise relevant tasks and build repeatable approaches using the tools available to them.
Explore this serviceCreate practical AI usage guidance with clear responsibilities and routes for review.
Explore this serviceFrom a useful idea to working software
Voxd’s iGlobal proposal application shows how we bring correspondence, call transcripts and CRM context into a human-approved commercial workflow. That project serves an events business, but the preparation pattern is relevant to advisory firms. We can apply the same discipline of source context, bespoke delivery and explicit review to your own process.
Your first step
Choose one proposal format, onboarding journey or internal knowledge collection. Agree what a good first draft looks like and which information each team may access. Measure preparation time and reviewer edits together so the pilot demonstrates useful capacity, not simply a larger volume of generated text.
Talk through a pilotRelevant workflow from another sector
See how an events business connects sales context to tailored proposals with human approval.
A great sales conversation deserves an equally persuasive follow-up. Voxd brought iGlobal's emails, call transcripts and CRM together to create branded web proposals built around what each buyer actually cares about.
Read the case studyBefore you get started
The workflow should use your approved proposition, tone and relevant client context. We evaluate drafts with the people who write and approve proposals, then adjust the structure and sources around the standard your firm expects.
Yes, access requirements should be established before connecting a knowledge source. We assess how source permissions and client boundaries will be represented and test that users cannot retrieve material outside their allowed scope.
Show us a recurring deliverable or a knowledge bottleneck. We will help turn it into a focused, reviewable AI workflow.
Talk to Voxd