Client intake arrives by email and forms
Requirements need structuring, missing-information checks and an accountable owner.
Industry context
Professional Services
Client intake, proposals, project reporting and internal knowledge create repetitive coordination work. AI can help retrieve information and prepare drafts, while professional judgment remains with the people responsible for the engagement.
Operating observation
Useful assistance reduces document and coordination work without presenting a generated draft as professional judgment.
Teams repeatedly search past work
Approved examples and project knowledge are difficult to find consistently.
Proposals reuse controlled content
Teams need current approved material, not an improvised claim or scope.
Project reporting is manually consolidated
Status, actions and financial context may sit in different systems.
Follow-up depends on memory
CRM tasks and project setup are often separate from the enquiry workflow.
Representative workflow
Client enquiry → Project setup
Structure an enquiry and prepare a scope draft while keeping engagement decisions with the responsible professional.
- InputClient enquiry
- AIExtract requirements
- CRMClient lookup
- RuleMissing information
- HumanProfessional review
- DraftProposal / scope draft
- OutputCRM + project setup
Environment
Typical systems and documents
Systems
- CRM
- Project system
- Document repository
- Knowledge base
- Finance data
Documents
- Client briefs
- Proposals
- Scopes
- Project reports
- Approved templates
- Engagement documents
Design considerations
Exceptions define the system
- Access to client files should follow client and project permissions.
- Professional judgment remains with the people accountable for the work.
Project context
Describe the process and systems involved.
Finch can assess where AI, software, integration, rules and human control belong.