AI Employees for Professional Services
Your Billable Team Is Doing Non-Billable Work. Your Proposals Take Days to Write.
TAG AI deploys AI Employees for onboarding, proposals, and time-tracking — so every billable hour stays billable.
20+
Hours/week reclaimed per partner
3x
proposals shipped per week
30
Days to first live outcome
Sound familiar?
- Proposals take 2-3 days when your competitors send same-day
- Client onboarding is a multi-week ordeal
- Time tracking is reconstructed Friday afternoon
- Status reports are written on Sunday nights
- Follow-up after engagements rarely happens
- Your most senior people are doing the most junior work
What AI Employees do in your industry
Five automations. Five outcomes you can measure.
Proposal Generation
Problem
Proposals from scratch every time.
Solution
AI Employees draft, brand, and route for review.
Outcome
Days to hours.
Client Onboarding
Problem
Onboarding takes weeks.
Solution
AI Employees handle docs, kickoff, and intro briefings.
Outcome
Weeks to days.
Time Tracking & Billing
Problem
Captured time is incomplete.
Solution
An AI Employee captures from calendar, email, and documents.
Outcome
Higher captured billable.
Project Status Reports
Problem
Status reports steal evenings.
Solution
AI Employees aggregate and draft on schedule.
Outcome
Hours back per PM.
Follow-Up Sequences
Problem
Post-engagement follow-up happens once.
Solution
AI Employees run nurture sequences for cross-sell and referral.
Outcome
More repeat work.
Sample Workflow · Lead to Engaged Client
- 01Inbound lead
- 02AI Employee Triage qualifies
- 03AI Employee Briefing preps the partner
- 04AI Employee Author drafts the proposal post-call
- 05AI Employee Onboarder handles engagement letter and kickoff
- 06AI Employee Care runs follow-up sequences
What TAG AI delivers.
- Custom AI Employee pipelines built for your specific operation
- Integration with your existing CRM, communications, and document systems
- Compliance-aware automation tuned to your industry's regulatory environment
- Live in 30 days, not 6 months