How does Synthreo keep each client's data separate?

Each client engagement runs in its own isolated knowledge base. No data crosses between clients. This is enforced architecturally: each client's documents, context, and history are stored separately and cannot be accessed by agents serving other clients.

Can AI work with our existing project management tools?

Synthreo connects to systems via APIs configured through Builder. Common professional services integrations include project management platforms, CRM systems, document repositories, and communication tools. Specific integrations depend on what APIs your tools expose.

What happens when AI cannot answer a client question?

AI is configured with escalation rules that route questions to the right team member when a query falls outside its knowledge. All escalations maintain full conversation context so the person handling it has everything they need without a separate briefing.

How quickly can we get this running?

A basic knowledge base agent or status report automation typically goes from kickoff to production in one week. More complex deployments with multiple integrations and custom workflows take 2 to 4 weeks. Most firms start with one high-value use case, prove it, then expand.

Does this work for project-based firms as well as retainer-based firms?

Yes. The most common use cases apply to both models: knowledge access, status reporting, proposal drafting, and meeting follow-up automation. Project-based firms often see the most value in proposal drafting and knowledge base agents. Retainer firms tend to prioritize status report automation and client communication consistency.

Professional Services

AI for Professional Services Firms

Your senior consultants spend Friday afternoons writing status reports. Your team re-researches things the firm already knows. Proposals start from a blank page instead of prior work. AI handles the recurring administrative and documentation work so your team focuses on delivering for clients.

What AI Takes Off Your Team's Plate

Designed for firms where knowledge is the product: grounded in your own work product, isolated by client, and built to reduce the administrative burden that competes with billable time.

Status Reporting

Draft weekly client status updates from project management data automatically. Your team reviews and approves; AI handles the assembly and initial draft.

Institutional Knowledge

Make your firm's accumulated expertise searchable. Every engagement, deliverable, and decision becomes accessible to the whole team, not just the person who worked on it.

Proposal Drafting

Build first drafts from prior work, past scopes, and client context. Start at 80% instead of a blank page. Your team adds judgment and refinement, not boilerplate.

Common Use Cases

AI deployments that reduce the time your team spends on work that is important but does not require expert judgment.

Client Status Report Automation

Generate weekly or monthly client status updates from project management data. AI drafts the report; your team reviews and sends. Friday afternoons are for strategy, not status updates.

Firm Knowledge Base

Every engagement, deliverable, and internal process is searchable. New team members get up to speed without interviewing everyone. Senior staff stop being interrupted by questions the knowledge base can answer.

Proposal Drafting Assistant

Build first-draft proposals from prior work, standard scopes, and client context. Your team starts at 80%, adds the thinking that requires judgment, and cuts proposal prep time significantly.

Meeting Follow-Up Agent

Turn meeting notes into action items, decisions, and follow-up communications automatically. Nothing gets dropped after a client call because the follow-up drafts itself.

Built for Knowledge-Intensive Work

Professional services firms deploy Synthreo to give their team faster access to institutional knowledge, reduce administrative overhead, and consistently deliver client communications without the manual effort. Each client environment is fully isolated.

FAQ

Common questions about AI for professional services

How does Synthreo keep each client's data separate?: Each client engagement runs in its own isolated knowledge base. No data crosses between clients. This is enforced architecturally: each client's documents, context, and history are stored separately and cannot be accessed by agents serving other clients.
Can AI work with our existing project management tools?: Synthreo connects to systems via APIs configured through Builder. Common professional services integrations include project management platforms, CRM systems, document repositories, and communication tools. Specific integrations depend on what APIs your tools expose.
What happens when AI cannot answer a client question?: AI is configured with escalation rules that route questions to the right team member when a query falls outside its knowledge. All escalations maintain full conversation context so the person handling it has everything they need without a separate briefing.
How quickly can we get this running?: A basic knowledge base agent or status report automation typically goes from kickoff to production in one week. More complex deployments with multiple integrations and custom workflows take 2 to 4 weeks. Most firms start with one high-value use case, prove it, then expand.
Does this work for project-based firms as well as retainer-based firms?: Yes. The most common use cases apply to both models: knowledge access, status reporting, proposal drafting, and meeting follow-up automation. Project-based firms often see the most value in proposal drafting and knowledge base agents. Retainer firms tend to prioritize status report automation and client communication consistency.

Ready to Give Your Team Back Billable Hours?

Book a demo to see how Synthreo works for professional services firms.

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