Enterprise AI for
Professional Services
Your team bills by the hour. But behind every billable hour sit three more spent on admin: filing, chasing, checking, reconciling. We help professional services firms train their teams, automate their operations, and build AI-powered products grounded in systems we have designed, deployed, and operate ourselves.
Most firms have already bought the licences. The leadership team uses them. Half the people on the floor still do not.1 The firms that move now close that gap and give their best people back the time they need for clients, strategy, and growth.
From The Research
"72% of all respondents are regular AI users, adoption among frontline employees has stalled at 51%."1
BCG, AI at Work 2025
Your Team Builds a Shared Understanding of AI (and knows where to apply it safely)
DetailsYour Operations Run Themselves (and your team focuses on clients and growth)
DetailsYour Industry Expertise Becomes a Product (and you own the company that sells it)
Details
Results From A Recent Property Management Engagement
↓ 100%
Filing Errors
↓ 100%
Missed Follow-ups
↓ 98%
Invoice Amendments
↑ 2x
Operational Capacity
"It's like having another assistant who is solely dedicated to these tasks. As Operations Manager, that has been extremely valuable."
Built for How You Work
We focus on professional services because we understand the constraints: revenue tied to billable hours. Operations built on institutional knowledge. Compliance and data governance that cannot be compromised.
Generic AI vendors do not understand this world. They sell platforms. We build systems designed for the way professional services firms actually operate. The firms in industries best positioned to use AI are now growing revenue per employee three times faster than the rest.3 The firms creating the most value are the ones putting the bulk of their AI investment into reshaping a few core processes — not buying more software.2
Take admin off your property managers: tenancy setup, inspections, and maintenance triaged before they hit a manager's inbox.
Tighten trust accounting: owner statements, contractor payments, and reconciliations generated from clean, checked data.
Stay on top of compliance: leases, condition reports, and regulatory documents checked for completeness as they come in.
Recover billable hours: matter intake, conflict checks, and file setup handled before a lawyer touches them.
Reduce malpractice exposure: matter files checked for completeness against your own checklists, every time.
Lift the floor on AI use: partners and associates trained to use AI on contracts, research, and discovery without putting privilege at risk.
Get through tax season with the team you have: intake, data extraction, and reconciliation handled before files reach an accountant.
Stop chasing clients for documents: a self-service portal collects, sorts, and follows up automatically.
Train your team on what AI can and cannot do: grounded use across audit, tax, and advisory — with the controls your regulator expects.
Cut SOA preparation time: fact-finds, risk profiles, and Statements of Advice drafted from your templates and reviewed by your advisers.
Catch compliance issues before clients do: advice documents checked against your standards before they leave the office.
Build adviser confidence with AI: training that covers research, portfolio analysis, and client communication without crossing licensing lines.
Make your back catalogue useful again: AI search across past decks, models, and deliverables, so consultants stop rebuilding from scratch.
Sharpen your delivery teams: training on how to use AI for research, analysis, and drafting at the standard partners expect.
Free senior time from status reporting: client updates, milestones, and dashboards generated from your project data.
Give every client the attention of your top relationship manager: personalised portfolio summaries, market updates, and review prompts drafted for sign-off.
Keep disclosures defensible: advice documents and disclosures checked against your obligations before they go out.
Bring AI inside the firm safely: training that meets advisers and analysts where they are, with the controls private wealth demands.
Surface the right candidates first: automated scraping, research, and scoring across your database and the open web, so recruiters stop hunting and start placing.
Turn cold placements into new revenue: past candidates and clients re-engaged the moment a matching role opens.
Get recruiters fluent in AI: training on sourcing, screening, and client communication without losing the judgment calls that win mandates.
Stop losing jobs to the first company that calls back: inbound leads answered, qualified, and booked before a competitor picks up the phone.
Keep quotes from going cold: automated follow-up, scheduling, and review requests that turn more estimates into signed jobs.
Train your team to sell with AI, not around it: estimating, sales conversations, and field operations grounded in how your business actually runs.
Case Study
A property management firm doubled their operational capacity
Six integrated solutions. Filing errors to zero. Invoice amendments down by approximately 98%.
Read the case study
"The solutions are completely tailored to our needs. Kohlver AI took the time to listen and understand what we needed, and delivered solutions that met exactly that."
References
- 1."AI at Work 2025: Momentum Builds, but Gaps Remain", Boston Consulting Group, June 2025.
- 2."AI at Work 2025: Momentum Builds, but Gaps Remain", Boston Consulting Group, June 2025.
- 3."The Fearless Future: 2025 Global AI Jobs Barometer", PwC, June 2025.
Start a Conversation
Whether you need your team trained, your operations automated, or a venture partner who builds, the first step is the same. Tell us what you are working on. We will tell you what we can do about it.