Talk to us
  1. Home
  2. AI use cases
  3. Professional services

AI use cases

AI use cases in professional services

26 AI agents that professional services companies run today, grouped by the team they work for. For each one: the process, what the AI does, where people step in and the result the company reported.

Customer service

In production · reported 2025

97% translation accuracy

Real-time translation for multilingual customer service

Global tourism group

What the AI does
Translates conversations in real time so agents can serve customers in languages they don't speak, and suggests contextual responses.
Where people step in
Human agents stay in the conversation and control responses.
Systems
Contact center

In production · reported 2023

30% reduction in agent call volumes

24/7 voice FAQs and call routing

Global IT services firm

What the AI does
Replaces the touch-tone IVR, answering FAQs, routing calls and handling account management requests.
Where people step in
Skilled agents focus on complex queries.

In production · reported 2025

1,000+ client engagements in first 24 hours

Client tax and account questions in chat

US virtual small-business accounting firm

What the AI does
Answers complex client tax questions, such as deductible donations, by reasoning over audit logs, support history and unified knowledge.
Systems
CRM · Data warehouse · Knowledge base · Web chat

In production

68% conversations automatically resolved

Routine member inquiries

US online estate planning company

What the AI does
Answers routine inquiries, such as promo code questions, using only company content.
Where people step in
Customers can escalate to human agents.
Systems
Knowledge base

In production · reported 2026

150+ employees trained to build agents

Service rep reply drafting and cross-sell

US financial intelligence and ratings company

What the AI does
Ranks knowledge articles, combines them with contract details and history to draft replies, surfaces upsell openings and updates records after each interaction.
Where people step in
Reps review, edit and send every drafted response and review upsell suggestions.
Systems
CRM · ERP · Data warehouse

Sales

In production · reported 2026

+20% meetings for active users

Sales prospect research and meeting prep

US financial intelligence company

What the AI does
Surfaces prospect signals, drafts outreach, writes meeting briefs, gives real-time prompts during meetings and records outcomes.
Where people step in
Sellers review, adjust and send all outreach and approve record updates.
Systems
CRM · Data warehouse · Slack/Teams · Email

In production · reported 2026

28% faster end-to-end hiring

Recruiter job orders, interviews and shortlists

Global staffing company

What the AI does
Creates job orders from client calls and emails, writes interview questions, summarizes interviews, updates candidate records and drafts job campaigns.
Where people step in
Recruiters review agent-built shortlists and keep the human element.
Systems
CRM · Email · SMS · WhatsApp

Operations

In production

Research 7-10 days → <1 day

Outside-in due diligence research

Global consulting firm

What the AI does
Gathers public and proprietary sources, extracts signals such as financials, headcount and leadership changes, ranks them and shows them in a cited dashboard.
Where people step in
Users verify findings through source links; their edits and corrections feed back into the system.
Systems
Web search · Spreadsheets · Presentations

In production · reported 2026

70% faster delivery activities

Consulting delivery planning, design and builds

Canadian CRM consulting partner

What the AI does
Plans workshops, analyzes requirements, drafts solution designs and builds sandboxes for the first 30% of consulting engagements, all through a chat concierge.
Where people step in
Consultants use the agents to free client time; every request and output is logged for audit.
Systems
Slack/Teams · CRM · DevOps · Document management

In production

150 employee interviews for $500

Employee interviews for AI-readiness audits

US AI agent marketplace

What the AI does
Runs adaptive voice interviews with hundreds of employees at once, asks follow-up questions, keeps conversations on track and produces transcripts for analysis.
Where people step in
Consultants use the transcript data for higher-order analysis.
Systems
Database

In production

Review 3-5 days → <6 hours

Due diligence document review and Q&A

Global due diligence consulting firm

What the AI does
OCRs scanned documents, extracts financial figures, contract dates, vendors and terms, and answers consultants' questions with cited source snippets.
Where people step in
Consultants review the source citations linked to each answer.
Systems
OCR · Vector search · Database · Due diligence platform

In production

15 min to 60 sec per case

Creditor data verification and income checks

German debt counselling law firm

What the AI does
Extracts creditor data from PDFs, validates it against master data, suggests corrections and evaluates proof-of-income documents for eligibility.
Where people step in
Uncertain cases are flagged for human review.
Systems
Master data · Review queue

Finance

In production · reported 2025

78% of invoices autonomous

Client AP invoice coding

US accounting-as-a-service firm

What the AI does
Codes and processes client invoices autonomously and posts them to the ERP.
Where people step in
Accountants still handle 22% of invoices.
Systems
ERP · AP platform · Expense management

In production

80% decrease in yearly automation maintenance effort

Invoice and remittance reconciliation

Global workforce solutions company

What the AI does
Extracts invoice and remittance data, reconciles it in the ERP, runs ETL, routes payment files and handles changed client file layouts using business rules.
Where people step in
Agents escalate to analysts only when necessary; payment files go for approval.
Systems
ERP · Spreadsheets

In production

Review 3-5 days → <6 hours

Due diligence document review and Q&A

Global due diligence consulting firm

What the AI does
OCRs scanned documents, extracts financial figures, contract dates, vendors and terms, and answers consultants' questions with cited source snippets.
Where people step in
Consultants review the source citations linked to each answer.
Systems
OCR · Vector search · Database · Due diligence platform

In production

45 minutes, down from 9-12 days

Vendor classification for bankruptcy filings

Global restructuring consulting firm

What the AI does
Reads free-text vendor descriptions, predicts categories in a multi-level taxonomy using business rules and confidence scores, and auto-classifies vendors.
Where people step in
Low-confidence vendors go to human review; corrections feed back into the model.
Systems
LLM · Database · Web search

In production · reported 2025

-85% invoice processing time

PO and non-PO invoice processing

US government services provider

What the AI does
Receives invoices through a central inbox, extracts data from PO and non-PO invoices and routes them into the procurement system.
Where people step in
The AP team reviews and validates invoices before export.
Systems
Email · Procurement system

Procurement

In production

45 minutes, down from 9-12 days

Vendor classification for bankruptcy filings

Global restructuring consulting firm

What the AI does
Reads free-text vendor descriptions, predicts categories in a multi-level taxonomy using business rules and confidence scores, and auto-classifies vendors.
Where people step in
Low-confidence vendors go to human review; corrections feed back into the model.
Systems
LLM · Database · Web search

HR

In production · reported 2026

1M+ interviews

Candidate interviews and qualification

National staffing firm

What the AI does
Interviews and qualifies candidates over phone, web chat, WhatsApp and SMS, then schedules recruiter conversations or passes summaries to recruiters.
Where people step in
Recruiters take over with qualified candidates or the passed summaries.
Systems
Talent software · Phone · Web chat · WhatsApp

In production · reported 2026

2x hire likelihood when screened

Candidate prescreening after application

Global staffing company

What the AI does
Asks recruiter-approved questions on availability, location, eligibility and skills, updates the candidate record and compares qualifications to role requirements to surface matches.
Where people step in
Recruiters decide from a shortlist of prequalified applicants.
Systems
CRM · Phone · Web chat

In production · reported 2026

28% faster end-to-end hiring

Recruiter job orders, interviews and shortlists

Global staffing company

What the AI does
Creates job orders from client calls and emails, writes interview questions, summarizes interviews, updates candidate records and drafts job campaigns.
Where people step in
Recruiters review agent-built shortlists and keep the human element.
Systems
CRM · Email · SMS · WhatsApp

In production · reported 2026

350+ production AI agents governed

Governance of production AI agents

UK business process outsourcer

What the AI does
Detects, registers and monitors 350+ AI agents across cloud platforms and orchestrates their access to ERP, CRM and HR systems, including a recruitment agent.
Where people step in
An AI charter and a governance forum review use cases; the company pursues ISO 42001 compliance.
Systems
Integration platform · ERP · CRM · HR systems

In production

50% reduction in IT Tier 1 FTEs

Tier 1 IT and HR support

US federal technology services contractor

What the AI does
Resolves recurring Tier 1 requests such as software provisioning and login issues, and answers questions from 600+ policies.
Where people step in
IT and HR staff handle non-Tier-1 work under strict government cybersecurity rules.
Systems
Slack/Teams · File storage · HR systems

IT

In production · reported 2026

350+ production AI agents governed

Governance of production AI agents

UK business process outsourcer

What the AI does
Detects, registers and monitors 350+ AI agents across cloud platforms and orchestrates their access to ERP, CRM and HR systems, including a recruitment agent.
Where people step in
An AI charter and a governance forum review use cases; the company pursues ISO 42001 compliance.
Systems
Integration platform · ERP · CRM · HR systems

In production

Configuration tasks up to 10x faster

Platform configuration from plain-language requests

US life sciences consulting firm

What the AI does
Interprets configuration requests written in plain language, inspects the site configuration with read-only database queries and proposes a SQL script with an explanation.
Where people step in
Engineers review every proposed SQL change before it runs; the AI cannot execute changes.
Systems
Database

In production

50% reduction in IT Tier 1 FTEs

Tier 1 IT and HR support

US federal technology services contractor

What the AI does
Resolves recurring Tier 1 requests such as software provisioning and login issues, and answers questions from 600+ policies.
Where people step in
IT and HR staff handle non-Tier-1 work under strict government cybersecurity rules.
Systems
Slack/Teams · File storage · HR systems

Marketing

In production

Report in <35 min for ~$3

Market trend discovery and validation reports

PE-backed market intelligence platform

What the AI does
Generates candidate trend topics from web data, has pro and con agents debate each using sales and web evidence, then a judge agent writes a client-ready report.
Where people step in
Analysts use the reports; outputs are checked against human-labeled ground truth.
Systems
Sales data

In production · reported 2026

$2.7M additional closed revenue

Outreach to dormant warm leads

US SaaS community and events company

What the AI does
Sends personalized outreach to overlooked leads, follows up, re-identifies contacts after team turnover and nurtures leads until they are ready for a person.
Where people step in
It cannot book meetings or promise speaking slots; escalations go to the Chief AI Officer in Slack.
Systems
CRM · Slack/Teams

Claims

In production

9,500+ hours saved

Claim denial and compliance document processing

Global risk and benefits provider

What the AI does
Creates claim denial shells, processes medical bills, lawsuit claim notes and compliance documents, and triages inbound email.
Where people step in
People review flagged reports for errors and stay in the loop on email triage.

Anonymised summaries of public case studies published from 2023 to 2026. Company and vendor names are withheld. Figures are as the companies reported them; they are not Retexa results.

Questions

AI in professional services

What are the most common AI use cases in professional services?

In the 26 public cases we collected, AI agents in professional services work mostly in customer service, operations and finance. Examples: real-time translation for multilingual customer service; 24/7 voice faqs and call routing; client tax and account questions in chat.

Where do people stay in the loop?

Each card says where people step in. In this industry, for example: human agents stay in the conversation and control responses; skilled agents focus on complex queries.

Are these Retexa results?

No. These are anonymised summaries of public case studies from 2023 to 2026, with company and vendor names withheld. Figures are as the companies reported them. Retexa builds the same kind of agents on top of the systems you already run.

Other industries

More AI use cases

See every industry and team on one map

AI use cases in logistics and freight31 examplesAI use cases in banking and finance33 examplesAI use cases in insurance32 examplesAI use cases in telecom13 examplesAI use cases in retail and e-commerce30 examplesAI use cases in healthcare37 examplesAI use cases in manufacturing33 examplesAI use cases in energy and utilities17 examplesAI use cases in travel and hospitality20 examplesAI use cases in real estate15 examplesAI use cases in government17 examplesAI use cases in software and SaaS35 examplesAI use cases in media and entertainment19 examplesAI use cases in automotive15 examplesAI use cases in consumer services21 examplesAI use cases in education9 examples

One of these looks like your desk?

Bring us the process. We build the agent on top of the systems you already run, and you pay per accepted result.

Talk to an engineer