Deliver more. Administer less.
Coworker agents automate the engagement management, billing, and client communication workflows that professional services firms depend on — so your consultants can focus on client delivery.
Purpose-built agents for professional services
Every agent is trained on professional services-specific workflows, terminology, and compliance requirements — not generic playbooks.
Resource Mgmt
Utilization Tracking Agent
Monitors consultant utilization in real time, flags under/over-allocation, and suggests staffing adjustments.
Why professional services teams are overwhelmed
Professional services firms sell expertise — but too much time goes to admin instead of delivery. Coworker agents handle the engagement operations, billing, and client management that keep your firm running, so your consultants can focus on the work that matters.
Utilization tracking
Ensuring consultants are staffed optimally while maintaining quality across engagements.
Billing complexity
Time tracking, expense reconciliation, and complex fee structures create billing delays.
Client relationship management
Maintaining proactive communication and satisfaction across dozens of active engagements.
Talent pipeline
Recruiting, onboarding, and ramping new consultants fast enough to meet demand.
End-to-end automation for your most critical workflows
Coworker agents don't just assist — they own entire workflows from trigger to resolution, learning and adapting as your processes evolve.
Utilization management
Monitor consultant utilization, flag allocation issues, and optimize staffing in real time.
Time & expense automation
Automate timesheets, expense categorization, budget validation, and approval routing.
Proposal generation
Draft customized proposals with relevant case studies and pricing from templates.
Engagement staffing
Match consultants to projects by skill, availability, and client preference.
Client QBR preparation
Prepare quarterly reviews, track deliverables against SOW, and surface opportunities.
Knowledge management
Capture project learnings and surface relevant precedents for new engagements.
Built for professional services, not retrofitted
Professional services firms sell expertise — but too much time goes to admin instead of delivery. Coworker agents handle the engagement operations, billing, and client management that keep your firm running, so your consultants can focus on the work that matters.
Enterprise-grade security
SOC 2 Type II, end-to-end encryption, and role-based access controls built for regulated industries.
Embedded expert teams
Dedicated teams that understand your industry deploy, tune, and maintain your agents for you.
Deep integrations
Pre-built connectors for the tools your industry relies on, with custom integration support.
Explore other industries
See how Coworker transforms professional services operations
Talk to our team about automating your professional services workflows with purpose-built agents.