freeFree Resource

AI Industry Playbook — Professional Services

Blueprints for applying AI to consulting, legal, and advisory work.

Overview

A domain-specific playbook for consulting, legal, accounting, and agency teams. It details AI-enabled workflows, training plans, governance models, and commercialization tips so firms can modernize without sacrificing trust.

What's included

  • Use cases for document automation, analysis, and client delivery
  • Workflow examples for billable teams and internal operations
  • Change-management guidance for training partners and staff
  • ROI, pricing, and packaging considerations for AI-enabled services

Why this matters

  • Knowledge firms need repeatable playbooks to productize AI offerings
  • Ensures compliance and quality while speeding delivery
  • Helps partners communicate value to clients and internal teams

Outcomes you can expect

Service menus that incorporate AI responsibly

Higher-margin engagements through automation

Stronger differentiation in crowded professional-service markets