Managing Partner
Owns firm growth
- Judged on
- Firm growth and partner productivity.
- What changes for them
- Pipeline by practice and partner in one view, reviewed in one meeting instead of five.
AI Transformation · Professional services
Enterprise AI for engagements, knowledge and billing.
For consulting, legal, accounting and advisory firms: agents that track engagement status, search past work and check time before billing, alongside AI for proposals, conflict checks and client meetings, each approved by a person.
# Enterprise AI programme · Professional servicesindustry: professional_servicesfunctions: business_development: agents: [proposal-drafting, rfp-response] delivery: agents: [engagement-status, meeting-notes] finance: agents: [time-entry-checks] knowledge: agents: [past-work-search] risk_and_legal: agents: [conflict-check]controls: approval: named_person audit_log: every_run data: stays_in_your_stackowner: your_team # documented and handed overWritten for
Managing Partner, Business Development Director and Practice Lead
The question you came with
Why does new business live in partners' inboxes and memories?
Part of Enterprise AI Transformation
Where it starts in professional services. The first work handed to agents: engagement status agent, billing check agent and conflict and engagement letter agent. Each one drafts or flags, and a named person approves.
See the whole programmeWhat breaks in professional services commercial teams
Patterns, not anecdotes. If two of these are true, the rest of this page is about you.
New business lives in partners' inboxes and memories.
Proposals are rebuilt from old documents every time.
Nobody knows which relationships produced last year's revenue.
Pipeline and utilisation are reported in different meetings from different spreadsheets.
Who we work with
In a firm, new business belongs to everyone and no one. These are the three people who end up owning it.
Business Development Director
Owns introductions and pitches
- Judged on
- Introductions and referrals turned into signed engagements.
- What changes for them
- Relationships and referrals tracked without asking partners to type into a CRM.
Practice Lead
Owns a team’s work and utilisation
- Judged on
- Utilisation and a healthy pipeline for the team.
- What changes for them
- Pipeline shown against who is actually free to deliver it, before the work is sold.
Who knows whom, at every account you want
Built from email and calendar metadata with consent, never message content, so the warmest way into each account is visible to the whole firm.
- The warmest path, not the loudest.B. Clarke has met the CFO four times this year, so the introduction comes from them.
- Alumni, followed.A former client moved to Harbour as COO in August. The system noticed the move and told C. Diaz.
- Gaps, flagged.Nobody knows the General Counsel yet, so the BD director sees it before the pitch, not after.
What we build
The foundations, the agents across your operations, and the revenue agents, shaped for professional services. Each agent drafts or flags, and a named person approves.
Foundations
Knowledge agents can search
Past work, proposals and credentials organised, with permissions respected.
Time, budget and billing joined
Engagement time, budgets and invoices in one place, with write-off risk visible.
Agents across operations
Engagement status agent
Summarises status and risks weekly from time, budget and notes.
Billing check agent
Checks time entries before billing and flags write-offs early.
Conflict and engagement letter agent
Prepares conflict checks and engagement letters from your templates, sending exceptions to the risk partner.
Revenue agents
Proposal and RFP agent
Drafts proposals and RFP answers from past work for a partner to edit.
Meeting notes agent
Turns client meetings into notes, actions and CRM updates.
Where we start in professional services
The review comes first. After it, this is the Core program focus we recommend for professional services teams.
Step 1
AI transformation review
$1,500, credited to your first month. We map your stack against the six layers of Agentic OS and check it for the relationship, proposal and capacity gaps on this page. You keep the findings whether or not you work with us.
Step 2 · Recommended
Core program: revenue intelligence
$4k–6kper month
Know which relationships to use, and when.
- Leadership changes and alumni moves at client and target accounts, tracked daily.
- The warmest path into each target account, from relationship data you already have.
- A meeting brief for the partner before every pitch.
Agentic OS for professional services
The same six layers on every engagement, built around how firms win work through partners and relationships.
01 · Signal
Leadership changes at clients, alumni moves, M&A and referral introductions.
See the Signal layer 02 · ContextA relationship map from email and calendar metadata, with consent, joined to the CRM.
See the Context layer 03 · AgentsProposal drafting, meeting notes and RFP response agents, each edited by a partner.
See the Agents layer 04 · FlowIntroductions routed to the partner with the warmest path, with a follow-up clock.
See the Flow layer 05 · PulsePipeline by practice and partner, shown against delivery capacity.
See the Pulse layer 06 · LoopWins and losses reviewed by practice every quarter to set the next target list.
See the Loop layerSignals we watch
Changes that mean an account is worth a conversation now, matched to your ICP and written to the CRM with the reason.
Leadership changes at clientsAlumni moving firmsFunding, M&A, restructuringTarget-account site visitsEvent attendanceReferral introductions
Questions
Is relationship mapping private?
It reads metadata such as who met whom, not message content, configured to your policy. Partners can exclude any contact.
Will the proposal agent send anything to clients?
No. It drafts. A partner edits and sends, and the draft keeps links to the sources it used.
We use a practice management system. Do we need a CRM too?
Usually yes for new business, connected to the practice system for clients and billing. The review tells you whether that is worth it for your size.
Where to start
Fixed-scope offers that fit this industry. Each has a set timeline and a deliverable you keep.
Offer · Pilot
Knowledge Assistant in 30 Days
An assistant that answers from your own policies, SOPs and contracts, with sources, in your languages
Offer · Pilot
Always-on ABM: Meetings Booked
Fully automated account-based marketing that books qualified meetings on your reps' calendars
Offer · Pilot
Finance Agent: AP and Reconciliation
Invoices read, matched and posted automatically, with exceptions resolved or drafted by an agent
Keep going
The services, tools and rules that matter most in professional services.
Services for professional services
AI transformation for the agentic engine era
Start with a fixed-fee AI transformation review. We map your systems, data and teams against the six layers of Pegasus Agentic OS and name the first workflows to hand to agents. You keep the findings whether or not you work with us.