How AI is transforming professional services through intelligent automation, knowledge management, legal research, and data-driven advisory.
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Use Cases (15)
Audience Strategies uses Claude Enterprise to process interview transcripts and produce annual policy research reports, compressing timelines from 3 months to 4 weeks and reducing per-interview analysis from 2 hours to 25 minutes.
Bordr, an online service helping foreigners obtain Portuguese tax IDs, used n8n to automate its entire order management workflow — from document generation to customer email updates. By replacing manual processes with multi-step automated pipelines, the two-person team scaled to a six-figure business within months without sacrificing customer service quality.
Thomson Reuters integrated Claude via Amazon Bedrock into its AI platform, CoCounsel, to make the expertise of 3,000+ subject matter experts and 150 years of authoritative content accessible to legal and tax professionals. The solution combines Retrieval-Augmented Generation (RAG) architecture with multi-model deployment to deliver comprehensive, accurate professional analysis. Early adopters report dramatic efficiency gains, with some estimating task time cut in half or more.
PwC deployed 200,000+ Microsoft 365 Copilot licenses across 136 countries, recording 40.8 million AI actions in six months and saving $150M in time plus $25M from platform consolidation.
TTEC, a global business process outsourcing company that designs and delivers employee training programs for enterprise clients across healthcare, financial services, and retail, deployed Writer AI Studio and Knowledge Graph to automate curriculum design and encode its proprietary learning science framework. The system reduced average asset creation time by 50% and achieved an 8x efficiency gain across design workflows, while improving design quality scores by 5 percentage points.
TaskUs is a leading outsourced digital services company providing next-generation customer experience (CX) for innovative global brands. To move beyond flat-file embedding storage and scaling limitations, TaskUs built TaskGPT—a proprietary GenAI platform—with Pinecone as the core vector database for semantic search, RAG-based knowledge retrieval, and client-specific recommendations. The result: a 20% reduction in average handle time and a 5% increase in customer satisfaction across client deployments.
Massey Services is a field services company providing pest prevention, termite protection, landscaping, and irrigation to residential and commercial customers, with 3,000+ team members and 2,800+ vehicles serving over 1 million customers. After a rigorous six-month evaluation of four vendors, Massey deployed Samsara’s AI Dash Cams, fleet telematics, and workforce apps across their fleet. The result: $1.3 million in annual fuel savings, a 35% reduction in at-fault accidents, and a DVIR completion rate that rose from 40% to over 90%.
Globant democratized automation across 30,000+ employees using Make, enabling non-technical teams to independently build solutions worth hundreds of thousands of euros in engineering time while freeing technical staff for complex work.
Nomura Research Institute deployed Claude 3.5 Sonnet via Amazon Bedrock to automate complex Japanese document analysis, cutting review times by 50% for clients in financial, manufacturing, and distribution sectors.
Section, an AI workforce transformation company, deployed Claude internally and across client programs, achieving 82% team adoption versus a 5% industry benchmark and 50% of employees gaining at least 10% productivity improvements. Claude powers ProfAI, their AI coaching product, and informs the upskilling programs they deliver to enterprise clients.
KPMG US, one of the world’s largest professional services firms, embedded Writer into its marketing and corporate communications teams as part of its aIQ AI transformation program. Using Writer’s research agent and derivative content agents, the firm saves 60–80% of the time previously spent creating marketing assets from thought leadership content, repurposing thousands of hours annually toward higher-value strategic work.
Ace Tree Enterprise, a California field services company specializing in tree trimming, removal, and storm recovery, switched from Motive to Samsara to gain real-time fleet visibility and AI-powered safety tools. Within a few months, the company’s driver Safety Score more than doubled from 42 to over 90, while AI dash cam footage resolved false liability claims and reduced distracted driving across a rapidly expanding fleet.
West Monroe, a 2,000-person business and technology consulting firm, deployed Moveworks to deliver AI-powered IT and HR support directly in Microsoft Teams and Slack. The firm resolved 8,000 tickets and accelerated 4,000 more in the first year, generating $1.4 million in annual MSP cost savings — a 40% reduction — while cutting software provisioning time from 3–4 days to under 30 minutes.
KPMG partnered with Automation Anywhere to deploy AI agents and agentic process automation across recruiting, HR, finance, and accounting workflows, delivering $90 million in immediate impact and identifying $150 million in future automation opportunities.
PwC deployed CrewAI multi-agent orchestration to automate code generation, functional/technical specification drafting, and SDLC workflows, improving code generation accuracy from 10% to over 70%.