# AI Workflow Automation for Professional Services | Gr8r | Gr8r Studio

> Practical AI for professional services firms: client intake, document review, proposal drafting and reporting, designed with people reviewing each key decision.

Source: https://gr8rstudio.com/industries/professional-services

Professional services

# Less admin around client work. More time for the work itself.

For managing partners, COOs and operations leads in consulting, accounting, legal and advisory firms. We map how client work really moves through your team, then add AI where it removes repetitive reading, re-keying and drafting, with your experts reviewing anything that reaches a client.

[Discuss your workflow](https://gr8rstudio.com/contact)[AI Workflow Automation](https://gr8rstudio.com/services/ai-workflow-automation)

Workflows we design

- Client intake and triage
- Proposal and engagement letter drafting
- Document comparison and review
- Internal knowledge assistant

Starting at $8,000 · price agreed in writing before work starts

- $115M+ Client Funding
- [ 1.8K+ GitHub Stars ](https://github.com/gr8rstudio/gr8r-studio)
- 50+ Projects Shipped

AI helps us move faster. Our team makes the decisions and stands behind the work.

- hyperAI

The problem

## Where professional services teams lose time.

- ### Intake by email and attachment
New client requests arrive as emails, PDFs and forms. Someone reads each one, copies details into the practice system and chases what is missing.
- ### Proposals rebuilt from scratch
Every proposal starts from an old document. Senior people spend hours finding the right scope, case notes and pricing language.
- ### Document review that does not scale
Contracts, engagement letters and client files are compared by hand. Review queues grow faster than the team that clears them.
- ### Knowledge locked in people and folders
Answers to common client questions live in shared drives and in a few people's heads, so the same research is repeated across the firm.

AI-assisted workflows

## AI does the busywork. People make the calls.

- 01
### Client intake and triage
Incoming requests and documents are read, key details are extracted into structured fields, missing information is flagged and the matter is routed to the right team.
A person decides: A team lead confirms the scope, checks conflicts and decides whether to take the work.
- 02
### Proposal and engagement letter drafting
A first draft is assembled from your approved templates, past scopes and the intake notes, with each section linked to its source.
A person decides: A partner sets the price, edits the scope and approves what is sent.
- 03
### Document comparison and review
Two versions of a contract or report are compared side by side. Changed clauses, missing terms and unusual wording are highlighted with links to the exact passage.
A person decides: A qualified reviewer decides what matters and signs off the notes. The system does not give advice.
- 04
### Internal knowledge assistant
Staff ask questions in plain English and get answers drawn from your own approved documents, with citations, and a clear "not found" when the evidence is missing.
A person decides: Practice owners decide which sources are approved and review answers before they reach a client.

Our approach

## How we start.

1. 1Start with one workflow, mapped with the people who do it every day.
2. 2Use rules for the predictable steps and AI only for reading, sorting and drafting.
3. 3Keep a person reviewing anything client-facing, with sources shown for every answer.
4. 4Respect confidentiality: permission-aware access, audit logs and agreed data retention.
5. 5Measure review time and error rates before and after, and decide the next step from what you see.

By the numbers

## The experience behind our work.

Our designers and engineers bring years of experience to every project, working together from design to delivery.

Funding raised by companies we've worked with

$ 115M+

Projects designed and delivered

50+

Years of product design and development experience

10+

People across strategy, design, and engineering

15+

[GitHub stars on our open source task app](https://github.com/gr8rstudio/gr8r-studio)

1.8K+

[Average rating from 11 verified Contra reviews](https://contra.com/tanjimislam/reviews)

5.0

## The services behind it.

Each starts at $8,000, with the price agreed in writing before work starts.

- [ 01 AI Workflow AutomationAI Workflow Automation by Gr8r Studio: Process Mapping & Assessment, Systems Integration, Conventional Automation, AI Classification & Assistants, Human Review & Exception Paths. Explore ](https://gr8rstudio.com/services/ai-workflow-automation)

FAQ

## Questions

Ask anything else

Reading our answers…

- Will AI replace our professionals?
No. We use AI for the repetitive reading, sorting and first drafts. Your professionals keep the judgement: what to advise, what to price and what to send to a client.
- How do you handle confidential client data?
We agree data access, storage and retention with you before any build. Access follows your permissions, actions are logged, and we test with synthetic or approved data first.
- Where should a firm start?
With one workflow that is slow, repeated often and easy to measure, such as client intake or proposal drafting. A discovery engagement maps it and shows whether AI genuinely helps.
- What does a project cost?
Projects start at $8,000 and are priced after scoping. Discovery usually runs 2 to 4 weeks and costs $8K to $15K, and ends with a clear plan and estimate for the build.

## Other industries.

- [ 01 LogisticsFor COOs, operations directors and freight teams in logistics, distribution and 3PL businesses. We map how shipments, documents and exceptions move between your systems, then automate the repetitive steps and put a clear review queue in front of the people who resolve problems. Explore ](https://gr8rstudio.com/industries/logistics)
- [ 02 E-commerce & retailFor founders, operations leads and marketplace managers selling across several channels. We map how orders, stock, suppliers and shipments move through your tools, then design and build software that shows what needs attention today and drafts the next step, with your team approving every order and transfer. Explore ](https://gr8rstudio.com/industries/ecommerce-retail)
- [ 03 Finance operationsFor CFOs, finance managers and controllers in growing businesses. We map how invoices, spend, payments and cash move through your team, then add AI agents for the routine checks, with every action recorded and every unusual payment held for a person to decide. Explore ](https://gr8rstudio.com/industries/finance-operations)
- [ 04 SaaSFor founders, product leads and CTOs at SaaS companies. We help you turn a crowded roadmap into a clear product, design workspaces people use every day, and add AI features where they genuinely help, with your team deciding what ships. Explore ](https://gr8rstudio.com/industries/saas)

## Book a call with our CEO.

Pick a time that suits you. A product idea or a workflow that slows your team down: a clear problem is enough, no full specification needed.

5.0

[11 verified reviews Read them on Contra ](https://contra.com/tanjimislam/reviews)

- Tanjim is a great designer without any doubt. I love the way he heard my project details and created the better design I was looking for. I highly recommend Tanjim to other Business owners. Thanks Tanjim 🫶
Muhammad Talha · Founder, SetFrame
- Amazing work as always!
Md Nomail Hossain Samir · Co-founder, Remarked Design
- It was really amazing to work with Tanjim, superfast delivery and amazing work
Dhruval Golakiya · Founder, Ryplix
- It was really amazing to work with Tanjim, Superfast delivery and amazing work, highly recommended for any website design and development
Dhruval Golakiya · Founder, Ryplix
- Tanjim and his team did a great job on the hero section I needed in Framer. Super easy to work with and delivered exactly what I had in mind. Highly recommeded!
Muhammad Talha · Founder, SetFrame
- Tanjim is very good at what he does & super easy to work with. He is a genuinely good guy. I highly recommend him!
Md Nomail Hossain Samir · Co-founder, Remarked Design
- Tanjim is a very talented designer who delivers high-quality work with precision. I hired him to handle client projects for my agency & he exceeded expectations every time. If you need an efficient designer, he is the one to go for!
Md Nomail Hossain Samir · Co-founder, Remarked Design
- Every project I’ve entrusted to Tanjim has exceeded expectations. If you're looking for a top-tier designer who consistently delivers exceptional work, Tanjim is the one. Looking forward to working together on more projects 🤝
Md Nomail Hossain Samir · Co-founder, Remarked Design
- Tanjim is an excellent guy. He is super professional in his work and always goes the extra mile. If you're looking for any UI or Framer work, I highly recommend him!
Md Nomail Hossain Samir · Co-founder, Remarked Design
- Tanjim is the founder of Gr8r studio and his Framer expertise is exactly what you need if you are looking for design and development work. Tanjim goes the extra mile on his projects and his attention to detail makes every website stand out I collaborated with Tanjim on a project and he is my main choice for a design partnership.
Miguel Queirós · Collaborator

Your call is with Tanjim Islam, our CEO A free 30-minute conversation about your problem, not a sales pitch.

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