Work we usually map in Professional services
- Take new client requests and scope work
- Staff projects
- Deliver and review client work
- Track time and expenses
- Bill clients and chase payment
- Report status to clients
Where work usually waits
- Proposals wait for a partner's review.
- Time entries are late, so billing is late.
- Know-how lives with a few senior people.
Tasks AI can help with
- Draft proposals from past scopes
- Remind people about missing time entries
- Draft client status reports
- Prepare invoice drafts from time records
These are examples. Your own list comes from your team's answers. A person stays in charge of each task and makes the judgment calls.
Questions we ask your team
- What happens between a new request and a signed scope?
- Which steps need a senior person, and why?
- How do you track time, and when is it late?
- Which client updates do you write every week?
How the one-week map works
- Days 1 to 3: your team talks. Each person answers a few questions about their own work, on their phone or by typing. It takes about 20 minutes.
- Days 4 to 5: we map the work. Every task, who does it, how many hours it takes and where work waits. The people who do the work check it.
- Days 6 to 7: you pick what AI does. A ranked list of tasks AI can help with and the hours each one takes today. You choose. A person stays in charge of each one.
What you get on day 7
- One map of who does what in the department.
- A written card for each task: what starts it, the steps, who gets the result, how often it happens and how long it takes.
- The hand-offs where work waits.
- The tasks only one person knows.
- A ranked list of tasks AI can help with, each with a named owner.
Every number comes from your team's own answers. You keep the readout and the files.
Questions and answers
Why map a professional services firm?
Much of the know-how lives with a few senior people. A map shows which tasks depend on them, which can be shared, and which AI can draft.
Which tasks can AI help with?
Proposal drafts, time-entry reminders, status reports and invoice drafts. A person reviews anything sent to a client.
Does it cover billing?
Yes. The map follows the work from intake to invoice and payment.