AI in Professional Services

How AI is transforming professional services through intelligent automation, knowledge management, legal research, and data-driven advisory.

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15

Use Cases

18

Companies

27

Tools Used

Companies

Popular Tools in Professional Services

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Use Cases (15)

AS
Audience Strategies
3 months → 4 weeks
report production time

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.

Professional ServicesCEClaude Enterprise
B
Bordr
$100,000+
annual business revenue achieved

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.

Professional ServicesNn8nAAirtable
TR
Thomson Reuters
3,000+
subject matter experts' knowledge delivered via ai

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.

Professional ServicesC3Claude 3 HaikuC3Claude 3.5 Sonnet
P
PwC
$150 million
time savings from copilot

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.

Professional ServicesM3Microsoft 365 Copilot
T
TTEC
8x
efficiency gain across design workflows

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.

Professional ServicesWAWriter AI StudioWKWriter Knowledge Graph
T
TaskUs
20%
average handle time reduction

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.

Professional ServicesPPineconeABAmazon Bedrock
MS
Massey Services
$1.3 million
annual fuel cost savings

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%.

Professional ServicesSSamsara
G
Globant
30,000+
employees empowered to build automations

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.

Professional ServicesMMake
NR
Nomura Research Institute
50%
document review time reduction

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.

Professional ServicesC3Claude 3.5 SonnetABAmazon Bedrock
S
Section
82%
team members actively using claude

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.

Professional ServicesCAClaude API
K
KPMG
60-80%
time savings on derivative content creation

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.

Professional ServicesWWriter
AT
Ace Tree Enterprise
42 → 90+
driver safety score improvement

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.

Professional ServicesSASamsara AI Dash CamsSCSamsara Connected Training
WM
West Monroe
$1.4 million
annual it support cost savings

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.

Professional ServicesMMoveworks
K
KPMG
$90 million
immediate_impact

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.

Professional ServicesAAAutomation Anywhere
P
PwC
70%+
code generation accuracy

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%.

Professional ServicesCCrewAI
AI in Professional Services: Use Cases & Transformation Stories | Applied