Accountants, attorneys, engineers and consultants lose hours to intake, document chasing, meeting notes and status emails. Bots draft that work from your firm's own templates and habits. Your professionals keep the judgment.
A professional services firm runs on know-how: the rules, exceptions and habits your experienced people carry in their heads. When their day fills up with emails, forms and follow-ups, everything else waits.
We write that know-how down in your Second Brain, so bots can take the first pass at the routine work the way your team would.
Typical jobs we hand to bots for a professional services firm. Your audit picks the two that save your team the most time, then we add more each month.
The bots prepare the work; your people make the calls. For a professional services firm, that means:
Advice, opinions, filings and sign-offs stay with your licensed professionals.
Client details stay in your own systems. The Second Brain holds procedures only.
Fees, invoices and write-offs are decided by people.
Nothing reaches a client until a person sends it.
You stay the expert on your business. We're the experts at getting it out of people's heads and putting it to work. See the full process.
We sit with you and your team at your office, find the two jobs where AI saves the most time, and write each one up as a one-page workflow card.
We write your Second Brain, build those two jobs as bot skills, test them on real examples, then train your team on their own work.
Your bots note what your team corrects. Every Friday the lessons are reviewed and the brain is updated. By Monday, every bot knows more.
Something we didn't cover? Email [email protected] and a real person will answer.
Your Second Brain holds how your firm works, never client details. Each bot gets the narrowest access the job needs, and we review the AI provider's data terms with you during the audit.
Small firms of 1 to 50 people where know-how matters: CPA and bookkeeping firms, law offices, engineering and architecture practices, consultants and agencies.
No. Bots prepare drafts and checklists. Advice and decisions come from your professionals, and a person sends everything.
Document requests or meeting follow-ups. They happen constantly, they're easy to check, and they give senior people time back right away.
We do the audit and the rollout in person, at your office, so we see how the work really happens. If you run a professional services firm in Houston or nearby, including Katy, Sugar Land, The Woodlands, Cypress, Spring, Pearland, Pasadena, League City, Missouri City, Friendswood, Humble, Kingwood, Tomball, Conroe, we can come to you. More about MySiBots in Houston.
A short, no-pressure call. We'll ask how your week really goes and tell you honestly whether bots can help.
Or write to [email protected]
