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