An AI Employee for Professional Services Firms
XoomAgent™ drafts proposals, onboards clients, tracks projects and compiles reports — removing the admin that pulls your consultants and account managers off billable, high-value work.
Sound Familiar?
The pressures stacking up in your business
Proposals take too long
Drafting and tailoring proposals by hand slows your pipeline and delays revenue.
Onboarding is inconsistent
Every new client means the same scramble of forms, access and kickoff admin — done differently each time.
Project status is hard to keep current
Pulling together status updates and reports steals time from delivery.
Admin eats billable hours
Your most valuable people spend too much of the week on coordination instead of expert work.
AI Automations
How XoomAgent™ works in professional services
The automations that remove the most time and risk from your week.
Proposal Generation
Draft tailored proposals and scopes from a short brief and your templates for fast sign-off.
Client Onboarding
Run a consistent onboarding — forms, documents, access and kickoff — every single time.
Project Tracking
Keep project status current and surface what needs attention without manual chasing.
Status Reporting
Compile client and internal reports automatically from your project data.
Client Communications
Draft and send updates, follow-ups and meeting summaries on brand.
Research & Synthesis
Summarise documents and research to accelerate analysis and deliverables.
Scheduling & Coordination
Coordinate meetings, reviews and deadlines across clients and team.
Example Workflows
What an automated workflow looks like
Enquiry → proposal
- 1New opportunity captured
- 2Requirements and scope gathered
- 3Proposal drafted from your template
- 4Consultant reviews and tailors
- 5Proposal sent and tracked
Won → onboarded
- 1Engagement confirmed
- 2Onboarding checklist triggered
- 3Forms and documents collected
- 4Access and tools provisioned
- 5Kickoff scheduled and briefed
Your XoomAgent™ starting build
The modules we typically deploy first for professional services businesses.
Built for professional services data
- Dedicated, isolated infrastructure for client data
- No model training on your client or project data
- Australian data sovereignty and Privacy Act–first handling
- Audit trails across proposals, comms and reporting
- Permissioned access scoped per engagement
- Human review on client-facing deliverables
A real Australian team behind your professional services AI
We don't hand you software and walk away. XoomAI's Australian, security-led team scopes, builds and manages XoomAgent™ around the way your professional services business actually runs — and keeps improving it.
- Sector-aware setup & integration
- Privacy-first, audited data handling
- Ongoing tuning & optimisation
- Australian-based support
FAQ
Professional Services AI — your questions answered
Keep Exploring
More on XoomAgent™ & services
Ready to put an AI employee to work in your professional services business?
Book a free AI Workflow Audit. We'll map exactly where XoomAgent™ saves your team time — no obligation.
Prefer to talk now? Call 1300 040 225 or email ai@xoomcloud.com.au