Digital Solutions for Professional Services

For professional service companies – from tax consulting to insurance brokers to real estate experts – digitalization is no longer optional but existential. Clients and customers today expect digital communication channels, quick access to their documents, and transparent processes. At the same time, intelligent systems can significantly accelerate the often time-intensive document work.

AI Agents are transforming the professional services industry: The Document Analysis Agent extracts relevant data from contracts, notices, and policies in seconds – 90% faster than manual review. The Client Onboarding Agent guides new customers through all required forms, collects documents, and automatically checks for completeness – error-free onboarding without follow-up questions. The Deadline Agent monitors all deadlines, escalates proactively, and plans capacity – never miss a deadline again. The Research Agent searches case law databases, market data, and comparable properties and delivers in minutes what previously took hours. For real estate agents, the Exposé Agent creates professional exposés from photos and key data – from 3 hours of effort to 15 minutes.

Particularly valuable is the combination of automation and personal consultation: While repetitive tasks are automated, more time remains for value-adding advice. Digital portals enable customers to submit documents and track the status of their requests – around the clock.