Your realization rate is a leverage problem, not a pricing problem.
Write-downs happen when junior staff reinvent deliverables that already exist in your firm's institutional memory. Scoping overruns happen when engagement economics are estimated from gut feel instead of historical data. AI fixes the leverage model — amplifying your senior people and giving your junior people access to the firm's best thinking from day one.
Built for the confidentiality, privilege, and quality standards professional services firms require.
Partner economics depend on leverage you can't scale with headcount alone.
Professional services firms are built on a pyramid: partners originate, mid-levels manage, juniors execute. The economics only work when each layer multiplies the one above it. AI extends the pyramid downward — handling the work that currently requires your most expensive people to supervise or redo.
Write-downs and scoping overruns
Partners estimate engagements from experience and instinct. Junior staff start deliverables from scratch when similar work has been done before. The gap between estimated and actual hours erodes realization.
Knowledge locked in people's heads
Your best work product, client history, precedent research, and engagement templates live in email threads, personal drives, and the memories of people who may leave. When they go, the knowledge walks out.
Admin drag on billable capacity
Time entry, billing narratives, expense reports, conflict checks, proposal drafting, CRM updates. Every firm knows the utilization target. Few can identify how much admin work prevents reaching it.
AI that amplifies the leverage model.
We build for the way professional services firms actually operate — matter-based work, confidentiality requirements, partner review workflows, and billing structures. Your KPIs are our KPIs: realization rate, utilization, revenue per partner, and effective billing rate.
Knowledge and delivery
Turn your firm's institutional memory into a searchable, reusable asset. Past deliverables, engagement templates, client history, precedent research — all accessible through natural language queries with access controls that respect confidentiality boundaries.
- Precedent and work product search across matters
- Engagement template generation from historical data
- Scope estimation based on actual hours from comparable work
- Deliverable first-draft generation with firm style and standards
Operations and profitability
Automate the admin work that erodes utilization. From time capture to billing narratives to conflict checks — AI handles the repetitive tasks so your people bill more hours and write down fewer.
- Automated time capture from calendar, email, and documents
- Billing narrative drafting and invoice preparation
- Proposal and pitch generation with win/loss data
- Engagement profitability dashboards in real time
We speak your language.
Consulting firms
KPIs we target: Realization rate, revenue per partner, utilization, proposal win rate.
Proposal automation with historical win rates. Engagement scoping from comparable project data. Knowledge management across practice areas. Utilization forecasting and resource allocation.
Law firms
KPIs we target: Realization rate, collected rate, leverage ratio, hours per partner.
Precedent research with ethical wall enforcement. Contract review integrated with your DMS (iManage, NetDocuments). Billing narratives from timekeeping data (Aderant, Elite). Conflict check automation. Built for privilege and confidentiality.
Accounting firms
KPIs we target: Realization rate, effective billing rate, chargeable hours, engagement margin.
Workpaper preparation and review note generation. Tax data extraction into your prep software (CCH, UltraTax, Lacerte). PBC list management and audit evidence tracking. Designed for AICPA quality standards.
Built for the standards your profession demands.
What we build in
Matter-level access controls and information barriers. Audit trails on every AI action. Partner/manager review gates before any output reaches a client. Data isolation between clients and matters.
AI drafts. Your professionals review, refine, and approve. The quality standard is yours — AI just gets you there faster.
Your controls, preserved
AI drafts are internal working documents until your professionals approve them. Client data isolation, matter-level access controls, and review gates are built into every workflow.
The quality standard stays yours. AI amplifies professional expertise — it doesn't replace professional judgment.
We're a professional services firm that runs on AI.
Soligence is itself a consulting practice. We're not theorizing about what AI does for professional services — we live it every day. Here is what that looks like in practice.
Proposal cycle: 3 days → 4 hours
In our own consulting practice, proposals are assembled from institutional memory — past engagement data, comparable scoping, relevant case examples — and drafted by AI. Partners review and customize instead of starting from blank documents. Scoping accuracy improved materially.
Ops cost: fraction of a traditional firm
Enterprise CRM replaced with an AI-native system at a fraction of the cost. Finance, legal review, client reporting, and knowledge management automated end-to-end. We run operational capacity well beyond what our headcount would suggest.
See what AI does for your realization rate and partner leverage.
Tell us about your practice — size, practice areas, and the operational pain that costs you the most margin. We'll show you where AI creates the highest-leverage improvements.
How it works: 30-minute discovery call (no pitch deck) → we walk through your engagement economics and identify where AI moves realization and utilization → if there is a fit, scoped proposal with timeline and pricing within one week.