Industry

AI use cases in professional services

Law, accounting, consulting and outsourcing firms, where AI drafts, reviews and researches for fee earners.

Use cases
13
Deployments
17
Organizations
17
Outcome disclosed
71%

13 Professional services use cases

17 organizations in 5 countries run these use cases in public. 71% of those 17 deployments disclose a measurable outcome.

Cross industryBanking

AI agent for early collections and hardship support

A voice and messaging agent that contacts customers in early arrears and answers their inbound calls, 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.

Deployments
2 public, best grade C
Reported cost reduction
75%
SameDay Auto Finance, vendor claim
Cross industryTechnology and software

AI agent for outbound sales prospecting and personalized outreach

An AI agent that researches target accounts and contacts, drafts personalized outbound outreach (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.

Deployments
7 public, best grade C
Autonomy
Copilot
Capital marketsWealth and asset management

AI assistant for deal sourcing and M&A due diligence

An AI assistant that screens the market for acquisition or investment targets, builds company profiles, and speeds up due diligence by reading data room documents, extracting key terms and risks and drafting the investment or diligence memo, for the deal team to verify and decide.

Deployments
4 public, best grade B
Reported productivity gain
up to 80%
Datasite, vendor claim
Cross industryGovernment and public sector

AI assistant for employee onboarding

An assistant that guides each new employee from signed contract through the first months: 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.

Deployments
3 public, best grade B
Autonomy
Supervised agent
Cross industryBanking

AI coding assistant for software developers

An AI assistant in the developer's IDE and code review flow that completes and generates code, 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.

Deployments
6 public, best grade B
Median productivity gain
20%
3 deployments
Cross industryBanking

AI enterprise knowledge search for employees

An assistant that lets any employee ask a question in plain language and get a synthesized answer from the organization's own policies, procedures, product manuals and research, with citations to the source documents and only from documents the employee is allowed to see.

Deployments
4 public, best grade B
Autonomy
Assist
Cross industryProfessional services

AI for eDiscovery and disclosure document review

AI that sorts, prioritises and codes large collections of emails, chats and files for relevance, issues and legal privilege in litigation, investigations and regulatory requests, so that lawyers review the documents most likely to matter and can show the court how the rest were handled.

Deployments
4 public, best grade B
Reported cycle time reduction
85%
Purpose Legal, vendor claim
Cross industryGovernment and public sector

AI for recruitment screening and interview scheduling

AI that answers candidates' questions, collects applications in conversation, schedules interviews and, where the organization chooses, assesses applications against the job requirements for a recruiter, who 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.

Deployments
5 public, best grade B
Reported cycle time reduction
about 90%
Mastercard, organization claim
Cross industryProfessional services

AI for RFP, tender and sales proposal response drafting

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.

Deployments
4 public, best grade C
Reported cycle time reduction
80%
Industrialized Construction Group, vendor claim
Cross industryHealthcare

AI for security alert triage and investigation in the SOC

An AI agent in the security operations centre that picks up each new alert or user reported phishing email, 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.

Deployments
7 public, best grade B
Median productivity gain
60%
3 deployments
Professional servicesCross industry

AI legal research and drafting assistant for lawyers

A generative AI assistant for lawyers in firms, legal departments and public bodies that finds and summarises case law, legislation and internal know how, answers legal questions with citations and drafts first versions of memos, briefings, letters and filings, which a lawyer verifies and signs off.

Deployments
4 public, best grade B
Reported productivity gain
about 45%
Ashurst Perkins Coie, organization claim
Cross industryRetail and ecommerce

AI localization of marketing, product and web content

AI that translates and adapts an organization's commercial content, such as campaigns, emails, product pages, help content and websites, for each market and language, using the brand's glossary, style guide and past approved translations, and routes the output to human linguists and local marketers for review in proportion to how visible and risky the content is.

Deployments
3 public, best grade C
Reported cycle time reduction
10x
Swarovski, vendor claim
Cross industryGovernment and public sector

AI meeting summarization and action items

AI that summarizes internal and operational meetings, such as team, project, board and case meetings: it transcribes an online or in person meeting with the participants' knowledge and produces a summary, decisions and action items with owners and dates 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.

Deployments
5 public, best grade B
Autonomy
Copilot

Free PDF playbook

AI use cases in professional services: the playbook

13 use cases with deployments, value, playbooks and governance, in one document for your team.

What the evidence says

Computed from the 17 public deployments behind these use cases at professional services organizations. Numbers update with every checked record.

Benchmarks with at least 3 pooled values

Benchmarks across Professional services use cases
KPIMedianReported rangeData pointsClaimed by
Productivity gain52.5%
8.7% to 70%
42 organization, 2 vendor

Organizations with a public deployment

A&O Shearman, A-LIGN, Accenture, Ashurst Perkins Coie, Avanade, Day Knight & Associates, Dun & Bradstreet, Freshfields, Gojob, GroupeActive, Industrialized Construction Group, KPMG, Lionbridge, Purpose Legal, Trace3, TÜV SÜD, Verdantas.

The same use cases in other industries

40 public deployments at 37 organizations outside professional services run these use cases too. They are not counted in the numbers above; each use case page shows them.

Other industries