AI for Professional Services Firms
When your product is your people's time, every hour spent on admin is an hour you cannot bill. Apollo[Claw] agents take the coordination, follow-up, and project overhead off your consultants and advisors so more of the week goes to client work.
The Daily Challenges
Senior people spending billable hours on scheduling and status updates
Inbound inquiries sitting unanswered while the team is deep in delivery
Project admin, notes, and recaps written up late or not at all
Time entry chased at the end of the month instead of captured as it happens
Proposals and scoping documents starting from a blank page every time
Client check-ins that slip when a project gets busy
How Apollo[Claw] Helps
Inquiry Intake and Qualification
Inbound inquiries screened, scoped at a high level, and routed to the right practice lead with a consultation already scheduled.
Project Coordination
Kickoffs, check-ins, and deadlines scheduled and confirmed, with the chasing handled so a project manager does not have to do it by hand.
Meeting Notes and Recaps
Client calls summarized into notes, decisions, and next steps, sent out while the conversation is still fresh.
Proposal First Drafts
Scoping documents and proposals drafted from your prior work and templates, so the team edits rather than starts from nothing.
Time and Billing Support
Time entry prompted against actual calendar activity, and billing follow-up run on a schedule so invoices go out and get paid.
Client Follow-Up
Status updates and check-ins that go out consistently, including during the weeks when the delivery team has no bandwidth to send them.
What You Get Back
More of the week spent on billable client work
Inquiries answered while they are still warm
Project admin that happens on time without a person chasing it
Invoices out and followed up on a predictable schedule
Case Studies
Real results in this industry
Cleared the bottleneck. Things move now.
“I have a great team but I was still the bottleneck on everything. Decisions sat with me, follow-ups sat with me, research sat with me. The CEO Agent cleared the queue. Things move now without me touching them, and I only get involved when I actually need to.”
Founder & CEO
B2B services company, 45 employees
NDA turnaround from a week to the same afternoon.
“Every NDA used to start from scratch and sit in my inbox for days. Now the agent drafts it from our template the moment we need one, and I review instead of retype. Turnaround went from a week to the same afternoon.”
Operations Lead, Consulting Firm
40-person firm, Northeast
Every client update drafted, every review prepped.
“Client communication is everything in this business. The bot drafts quarterly updates, flags clients who haven't heard from us in 60 days, and preps me before every review meeting. My clients think I have a larger team. In a way, I do.”
CEO, Wealth Management Firm
Independent RIA, New York
Outcomes from real client engagements. Names and identifying details changed or withheld at client request. All case studies