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Professional services firms
Accounting, legal, design, consulting — paperwork eats most of the day, the most valuable know-how lives in a few senior heads, and new hires learn by word of mouth.
Where to startQuotations & contract drafts, internal knowledge base
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High-ticket sales: insurance, property, wealth
The business runs on trust and conversation, yet what clients said never gets kept; every follow-up starts from memory, and the top performer can't explain their method.
Where to startClient conversation notes & follow-up, needs analysis
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Independent professionals & founders
One person doing a team's work: drafting, translating, organising, following up — you want AI to carry some of it, but don't know what to hand over and what must stay in your hands.
Where to startTake the 2-minute self-check, then browse the ten entry points