AI that works for
Professional Services
Are these
Professional Services
challenges familiar?
Why do these challenges exist?
These and more are possible with AI today:
Scaling Beyond Billable Hours
Institutional Knowledge at Scale
The Leverage Advantage
Discover AI Agents for
Professional Services
Browse agents that can deliver results for you below
Analyzes team calendars project assignments and capacity to identify utilization gaps and reallocation opportunities.
Suggests optimal resource assignments to maximize billable hours.
Prevents bench time while avoiding overallocation.
And more...
Pulls from past successful proposals case studies and firm expertise to auto-generate customized client proposals.
Maintains brand voice and incorporates specific client context.
Reduces proposal creation time by 70% while improving quality.
And more...
Pulls from past successful proposals case studies and firm expertise to auto-generate customized client proposals.
Maintains brand voice and incorporates specific client context.
Reduces proposal creation time by 70% while improving quality.
And more...
10 AI Use Cases for
Professional Services
"The Cadre team is exceptionally professional & knowledgeable. They did an excellent Copilot training with our iSupport team members. The team was very enthusiastic, which should drive adoption."
Don't take our word
with AI Voice Agents and Chat Agents
500-700 Appointment Requests processed automatically per month
Reduced manual processing time from extended booking cycles to immediate appointment confirmations
The Problem
This company manually handled consultation requests across phone and SMS channels, checking availability and coordinating schedules for each booking. This human intervention created response delays and reduced customer satisfaction as clients waited for appointment confirmation.
The Solution
Cadre deployed AI voice and chat agents that unified communication channels with complete SaaS integration for instant availability checking and automatic booking. This eliminated manual intervention, transforming bookings into immediate confirmations with 24/7 availability and improved satisfaction.
with an AI Lead Processing Agent
1,500+ emails processed and 650+ leads handled monthly through an AI Agent across 5 branches
Manual tasks like email monitoring, data entry, and 45-minute lead import sessions completely eliminated
AI Agent running 24/7, distributing tasks automatically based on real-time availability and fair rotation logic
The Problem
This company's sales coordinator manually monitored a shared inbox across five branches, spending 3-5 minutes per lead on CRM data entry and spreadsheet tracking. Mornings consumed 30-45 minutes just importing and assigning leads, costing the facility significant time.
The Solution
Cadre built a workflow automation that monitors their inbox 24/7, classifies emails, and searches their CRM for existing customers. The system auto-creates cards with AI notes, checks real-time agent availability, and distributes tasks based on branch rules with automated notifications.
"I was thrilled by how fast Cadre delivered. My goal is to free an employee up, he's capable of so much more."
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