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Industry: Professional Services

More Projects.
Less Overhead.

AI agents that handle client intake, project kickoff, and milestone tracking — so your team focuses on delivering work, not admin touchpoints.

Project Intel
Active Projects18

4

Milestones

0

Delays

Live Update

Meridian branding — Final delivery in 3 days · Active

Workflows

Automation for Project Services.

From first client contact to project closeout, our AI agents handle the administrative coordination that consumes billable hours.

Client Intake

Automated collection of project requirements, scope details, and preliminary assessments

Project Kickoff

AI-powered kickoff sequences with welcome materials, team introductions, and milestone planning

Milestone Tracking

Automated deadline tracking with proactive alerts and stakeholder updates

Status Reporting

AI-generated project status reports delivered to clients on configurable schedules

Client Communication

AI-powered responses to project questions, change requests, and scope clarifications

Renewal Management

Automated renewal outreach, contract reviews, and expansion conversations

Impact

Proven Performance

56%

Reduction in project delays

3.1×

More clients managed per partner

78%

Faster project kickoff time

45hrs

Admin time saved per project

FAQ

Common Questions

We support all project-based services: consulting, marketing agencies, accounting firms, architectural practices, IT services, and legal consulting. The workflows are adapted to each firm's project lifecycle and client communication style.
The AI pulls project milestones from your project management tool or parses them from contracts and statements of work. As deadlines approach, it triggers automated reminders to your team and status updates to clients — reducing the manual tracking burden.
The AI can acknowledge and categorize scope change requests, gather required information, and route them to the appropriate team member for approval. It never approves changes autonomously — all decisions are human-led with AI providing analysis and context.
We integrate with Asana, Monday.com, Jira, ClickUp, Smartsheet, and generic project management webhooks. We can also work with spreadsheets or document-based milestone tracking for firms without formal PM systems.

Scale Your Firm Today.

Book a free professional services automation assessment and see exactly where AI can scale your capacity without scaling your overhead.