AI use cases by industry
AI use cases for professional services
Firms that sell expertise by the hour lose a lot of it to writing things up. AI use cases for consultants, accountants, lawyers and agencies.
Idea Every entry here is an idea: a realistic way AI could help, not a claim about work we’ve done.
6 of 51 use cases
- Idea
Checking a deliverable against the brief
Before a report goes out, AI compares it with what the client actually asked for and lists anything missed. The author decides what to fix.
- Idea
Engagement letters from discovery notes
AI drafts the scope and engagement letter from your discovery notes, using your standard clauses. A partner reviews every term before it goes to the client.
- Idea
Finding the closest past proposal
AI searches past proposals for the one closest to a new opportunity and points out what needs changing, so nobody starts from a blank page.
- Idea
Research memos for a client question
AI drafts a memo on a client's question with the sources linked. The professional checks every citation before any advice goes out.
- Idea
Status updates for long-running client work
AI drafts a short weekly update for each client from the project notes and task list; the person who owns the relationship edits and sends it.
- Idea
Time entries suggested from the calendar
AI suggests billable time entries from the day's calendar and email, so nobody is reconstructing the week on Friday night. Each person approves their own.
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How to read this list
Every entry is the same deal: AI takes the low-value work, and a person keeps the judgment. Not every task should go to AI, either. If a job follows fixed rules, an ordinary automation usually does it cheaper and more reliably, and we’ll say so when that’s the case.
The list is tool-neutral and it keeps growing. Want to talk through which of these fit your team? Get in touch.
Further reading
- Google Cloud: real-world generative AI use cases (large enterprises, mostly)
- Microsoft Scenario Library (scenarios by department, Microsoft tools)