ZANUS AI FOR PROFESSIONAL SERVICES — BACK OFFICE

The firm runs on deliverables.
Now the archive works.

Engagement letters, SOWs, workplans, deliverables, timesheets, debriefs: a firm’s product is documents. The Zanus back office turns that archive into a working AI staff — drafting recaps, retrieving precedent, answering with sources cited, under your professionals’ sign-off.

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

AI work session drafting an engagement recap with citations

A real session: weekly recap drafted — sources cited, milestones tracked, human review pending.

What it does

Scheduled firm-operations work

Weekly utilization recaps, monthly pipeline summaries, post-engagement debrief drafts — assigned to the AI like to an analyst, executed on schedule, fully auditable.

Project rooms, human + AI

Each engagement gets a room: calendar, tasks, milestones and documents shared by the team and the AI — who drafts, tracks and reminds inside the same walls.

Sign-off stays professional

Every AI-drafted deliverable section, recap or letter lands in Output awaiting review. Nothing reaches a client without a professional’s decision.

Friday 5 PM: the utilization recap is drafted

The AI reads the week’s timesheets and project records, drafts the recap — utilization by consultant, bench capacity, engagements trending over budget — and files it for the operations lead before the weekend. Monday’s partner meeting starts from facts, not from assembling them.

Timesheet and project data summarized weekly
Overruns and bench capacity flagged with reasons
Recap in Output, awaiting sign-off

Firm operations work tracked and prioritized

Proposal drafted in the firm templates from precedent

Proposals and deliverables — drafted from precedent

The proposal that eats a principal’s weekend: the AI retrieves the closest past engagements, drafts the approach section from your methodology library in your templates, and attaches the precedent it drew on — the principal edits instead of starting blank.

Your firm templates and boilerplate
Precedent engagements cited and attached
Approval workflow before anything sends

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

Does the AI write client deliverables?

It drafts sections, assembles precedent and formats in your templates — and every word ships only after your professionals review and sign off. The judgment stays with the firm.

Can engagement teams be walled from each other?

Yes — workgroups per engagement plus field-level permissions mean the team on one client’s project cannot see another’s files, calendars included, enforced server-side.

The Back Office executes. Who answers the phone?

Front Office AI picks up every call and chat — books, quotes, follows up, 24/7 in 40 languages. Watch it run a business like yours, live.

Front Office live demos →Front Office for Professional Services & Consulting