Professional services
Give every partner a back office that runs itself.
Accounting, legal, consulting and agency work is full of repeatable knowledge work: intake, drafting, reconciliation, follow-up. Velum builds agents that do the first 80% and route the rest to the right person.
Case studies in professional services
In short
How does Velum help professional services businesses?
Velum helps professional services firms by automating client intake, first-draft document production, engagement-letter and proposal assembly, billing follow-up, and internal knowledge retrieval, with a named person approving anything that goes to a client.
What we automate
AI-native services for professional services
- 01
Client intake and conflict checks
Structured intake from email and forms, pre-filled engagement letters, and conflict screening against your matter database.
- 02
First-draft production
Memos, proposals, and reports drafted from your templates and prior work, with sources cited and a reviewer assigned.
- 03
Receivables follow-up
Aging-aware reminders in your tone, escalation rules by client tier, and a weekly cash view for partners.
- 04
Firm knowledge search
Ask questions across prior matters, precedents and policies, with answers grounded in the documents that support them.
Systems we connect
Built on what you already run
- Practice management
- Document management
- Email and calendar
- Accounting
- CRM
Questions from professional services teams
01Does client data leave our environment?
Only through the model providers you approve, under your data-processing terms. Retrieval runs against your own document store; nothing is used to train third-party models.
02How do partners stay in control?
Every client-facing output requires a named approver. Approvals happen in email or chat, and every decision is logged.
Bring one function from your operation.
Thirty minutes with a Velum lead. We map it and tell you whether it is a good first candidate.