ZANUS AI FOR PROFESSIONAL SERVICES — AUTOMATIONS

The firm’s unbillable work, set once.

Describe the job in plain words — “when a signed engagement letter arrives, file it to the client record and draft the kickoff checklist” — and it becomes connected blocks on a canvas, running on its own, with every run visible.

Get started

Private tenant or your own server · unlimited users · engagement-confidentiality-conscious architecture

Visual automation flow with trigger, sources and actions

A real flow: inbox trigger, record sources, AI compile, three outputs — drawn from a description.

What it does

Kickoffs that assemble themselves

A signed engagement letter triggers the project room: kickoff checklist drafted, milestones proposed from the SOW, the team’s calendar holds suggested — all awaiting the engagement manager’s approval.

Timesheets, chased politely

Thursday evening: consultants with missing time get the reminder in their own chat; Friday the utilization recap drafts from complete data instead of holes.

RFPs, triaged on arrival

An RFP lands in the inbox: scope, deadline and requirements extracted, the pipeline record created, a go/no-go brief drafted with the closest precedent engagements attached.

When something fails, you SEE it

Run states live on the flow: green success, red failure on the exact block. A kickoff checklist that silently never generated becomes a missed deliverable three weeks later — here, nothing fails silently.

Run log per automation
One-click retry on failures
Finished documents in Output, statused

Failure state visible on the automation canvas

Professional-services software is priced per consultant per month, with AI gated to enterprise tiers — tooling costs scale with the very head-count the firm bills by, and new business still hits voicemail while everyone is billable. Zanus AI: the new-business front office AND the engagement back office, unlimited users, flat price — in your private tenant or on a server your firm owns.

Questions, answered

Who approves what automations send?

Your rules: queue everything for human approval, or auto-send only the categories you designate as safe — internal timesheet nudges yes, anything client-facing gated.

The firm’s unbillable work, set once.

What it does

When something fails, you SEE it

Questions, answered

See it working on YOUR firm — the demo IS the product.