Industry
Law, accounting, consulting and outsourcing firms, where AI drafts, reviews and researches for fee earners.
26 organizations in 5 countries run these use cases in public. 77% of those 26 deployments disclose a measurable outcome.
A voice and messaging agent that contacts customers in early arrears to collect payments. It answers their inbound calls too, takes payments and sets up payment arrangements within preapproved rules, and recognises signs of hardship or vulnerability so those customers go straight to a trained person.
An AI agent for outbound sales prospecting researches target accounts and contacts, and drafts personalized outbound outreach for a sales team. It writes the emails, LinkedIn messages and call scripts from the campaign, the prospect's context and the sales goals, and sequences the follow ups, with a sales development rep approving or sending every message.
AI deal sourcing and due diligence is an AI assistant that screens the market for acquisition or investment targets and speeds up due diligence for a deal team. It builds company profiles, reads data room documents, extracts key terms and risks, and drafts the investment or diligence memo, for the team to verify and decide.
An employee onboarding assistant is AI that guides each new employee from signed contract through their first months on the job. It answers first week questions in plain language, tracks the personal onboarding checklist, triggers the paperwork, equipment, access and training steps in the systems that own them, and keeps the manager and HR informed of what is still open.
An AI coding assistant helps software developers by completing and generating code in their IDE and code review flow. It also explains unfamiliar modules, drafts unit tests and reviews pull requests for common defects, while generated code goes through the same review, testing and change controls as any other code.
Enterprise knowledge search is an AI assistant that lets any employee ask a question in plain language and get a synthesized answer from the organization's own documents. It draws the answer from policies, procedures, product manuals and research, with citations to the source documents, and only from documents the employee is allowed to see.
AI for eDiscovery and disclosure document review sorts, prioritises and codes large collections of emails, chats and files for relevance, issues and legal privilege. It works across litigation, investigations and regulatory requests, so lawyers review the documents most likely to matter and can show the court how the rest were handled.
Recruitment screening and scheduling is AI that answers candidates' questions, collects applications in conversation and books interview slots for a recruiter to review. Where the organization chooses, it also assesses applications against the job requirements, but the recruiter makes every selection decision. In the EU, the screening part is a high risk AI system under Annex III point 4 of the AI Act.
AI for RFP and proposal response drafting is AI that helps sales and bid teams answer requests for proposal, tenders, security questionnaires and sales proposals. It breaks the request into questions and requirements, retrieves approved answers and past proposals, drafts the response and a compliance matrix, and routes open points to subject matter experts, with a proposal manager reviewing everything before submission.
Security alert triage and investigation is an AI agent in the security operations centre that picks up each new alert or user reported phishing email. It gathers the evidence from the SIEM, endpoint, identity and threat intelligence tools, gives a verdict with its reasoning and a draft incident summary, and closes clear false positives while an analyst approves every containment action.
A legal research and drafting assistant is a generative AI tool that finds and summarises case law and legislation for lawyers, answering legal questions with citations. It works for lawyers in firms, legal departments and public bodies, also searching internal know how and drafting first versions of memos, briefings, letters and filings, which the lawyer verifies and signs off.
AI content localization translates and adapts an organization's commercial content for each market and language, so marketing and product teams can reach customers in their own language. It works across campaigns, emails, product pages, help content and websites, using the brand's glossary, style guide and past approved translations, then routes output to human linguists and local marketers for review in proportion to how visible and risky the content is.
AI meeting summarization and action items is AI that turns an internal or operational meeting into a summary, decisions and action items with owners and dates. It transcribes a team, project, board or case meeting, online or in person, with the participants' knowledge, for the organizer to check and share. It is the general purpose tool; client advice meetings and sales calls, which feed a regulated record or a sales pipeline, have their own pages.
Free PDF playbook
13 use cases with deployments, value, playbooks and governance, in one document for your team.
Computed from the 26 public deployments behind these use cases at professional services organizations. Numbers update with every checked record.
| KPI | Median | Reported range | Data points | Claimed by |
|---|---|---|---|---|
| Productivity gain | 52.5% | 8.7% to 70% | 4 | 2 organization, 2 vendor |
| Employee adoption | 80% vendor reported | 80% to 95% | 3 | 3 vendor |
67 public deployments at 62 organizations outside professional services run these use cases too. They are not counted in the numbers above; each use case page shows them.
