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Cogito AIEnterprise AI Operating System

AI agents for professional services firms

Turn firm expertise into leverage on every engagement, so quality scales with what your firm knows, not just its headcount.

  • Faster research, drafting and analysis on engagements
  • Consistent firm standards applied across every team
  • Proposals and client reporting packs produced in less time
  • Expertise retained and reused, not lost to turnover
  • More senior time for high-value client work

Workflows Cogito AI takes on in professional services

Cogito AI turns your firm's knowledge, methods and past work into agents every team can draw on. Teams research, draft and analyze faster while applying firm standards consistently, so hard-won expertise is reused on every engagement.

Cogito AI is developing these industry workflows with its partners. Contact us to talk about the ones that matter to your organization.

01Engagement delivery

  • Proposals and statements of workFirst drafts built from past wins, rate cards and your templates.Powered by Document Generation
  • Research briefsBackground on a client, sector or question pulled together before kickoff.Powered by Business User Insights
  • Deliverable first draftsReports and memos drafted in your firm's structure and style.Powered by Document Generation
  • Interview and meeting synthesisNotes and transcripts turned into themes, quotes and next steps.Powered by Smart Data Ingestion

02Knowledge and quality

  • Precedent and past-work searchFind the most relevant prior engagements and deliverables in seconds.Powered by Enterprise Data Model
  • Methodology Q&ATeams get cited answers from your firm's methods and playbooks.Powered by Enterprise Data Model
  • Quality review against firm standardsDrafts checked for structure, terminology and required sections.Powered by Agent Guardrails
  • Expert finderSee who has done this kind of work before, and where.Powered by Enterprise Data Model

03Firm operations

  • Engagement intake checksIntake details checked and potential conflicts flagged for the risk team.Powered by Audit, Governance & Control
  • Time and billing narrativesTime entries cleaned up into clear, consistent billing descriptions.Powered by Document Generation
  • New-hire onboardingPolicies, tools and contacts available on demand from day one.Powered by Enterprise Data Model
  • Client reporting packsRecurring status reports assembled from project data.Powered by Business User Insights

Works with the systems you already run

The Connector Framework links Cogito AI to these systems, so agents work from current information.

  • CRM
  • Shared drives
  • Data warehouse
  • HRIS
  • ERP

Talk to us about your industry

Contact us for info on industry use cases, and how Cogito AI fits your teams, systems and regulations.

Contact Us