FOR PROFESSIONAL SERVICES

You sell hours. You give a third of them away to admin.

A firm is not one job. The consultant rebuilds research that exists three matters back, billing rebuilds the timesheet on Friday, BD rebuilds the same proposal, People rebuilds the candidate brief, marketing rebuilds the case study. Winsen puts an AI Employee on each one, so your people stay on the client.

See it work

TL;DRProfessional services runs on many teams, not one. Winsen gives each team an AI Employee for the non-billable work, with a human signing anything that reaches a client, a candidate, or the ledger.

Professional services, team by team.

Every team in a firm that sells expertise gets an AI Employee on the busywork, and the company brain is the through-line they all lean on.

DELIVERYthe AI Research Specialistbuilt for Professional services →FINANCEMo, the AI Accountantthe Finance / Billing workspace →SALES & BDRita, the AI SDRthe Sales / BD workspace →PEOPLESam, the AI Recruiterthe People workspace →MARKETINGthe AI Marketerthe Marketing workspace →

DELIVERY

The answer exists three matters back. The Research Specialist finds it before you rebuild it.

A senior on the Meridian engagement spends Tuesday afternoon hunting for the data-mapping approach the firm used on Acme, which lived in one consultant's head and a buried Slack thread. The AI Research Specialist pulls the three closest matters you have actually delivered, assembles a briefing with the decisions, the rejected approaches, and the one query that fixed it, and puts a source on every claim. The whole firm leans on it, because the knowledge stays even after the consultant rolls off.

Research brief, Meridian discovery

3 closest matters surfaced: Acme migration (ENG-0884), Northwind (ENG-0912), Stitchmatched

'Phased cutover beat big-bang' linked to the call that settled it on Acmesourced

Data-mapping playbook and discovery template pulled forward, reusable as-isreusable

Brief staged for kickoff, every claim cites its origin, yours to sendyour sign-off

Send itEdit

FINANCE

WIP that ages is margin that evaporates. Mo invoices before it does.

There is $84,200 of delivered work sitting in WIP, some of it 41 days old and one slip from a write-off because nobody assembled the timesheets into an invoice. Mo reconciles the Harvest time entries, drafts the invoices matter by matter with the narrative each client's billing guidelines require, and flags the six entries that will bounce in review. Nothing sends until you approve, and Mo will not move money over your limit without you.

WIP to invoice, May period

$84,200 unbilled WIP across 9 matters, oldest entry 41 daysaging

INV-4471 Acme drafted in QuickBooks: 142 hrs, narrative per their guidelinesdrafted

6 Harvest entries missing a task code routed back to the consultantsneeds detail

9 invoices staged in the ledger, none sent until you approveyour sign-off

Send itEdit

SALES & BD

You have written this SOW before. Rita knows which matter to pull it from.

The Northwind RFP lands Tuesday and is due Friday, so a partner starts rebuilding the same scope, rate card, and case studies from a blank page. Rita researches the prospect in real depth, pulls the closest delivered matters from the brain, and drafts the proposal against your real rates and real outcomes with each case study linked to the engagement it came from. The pricing and discount call stays yours, and nothing reaches the client without your yes.

Proposal draft, RFP-2291 Northwind

Scope reused from ENG-0884 (Acme) and ENG-0912, $285/hr rate card livefrom brain

3 case studies cited, each linked to the engagement it came fromsourced

Prospect researched: 4 named buyers, recent funding, two open mandatesresearched

Draft SOW and pricing staged in HubSpot, the discount call is yoursyour sign-off

Send itEdit

PEOPLE

Utilization is at 96% and you still cannot staff the next matter. Sam works the bench.

Devin is buried at 96% and rolling off mid-matter while a new SOW signs that needs two analysts by the 16th. Sam sources candidates against the role profile, screens first-round to your rubric, schedules the loop, and briefs each interviewer from the brain so nobody walks in cold. The onsite, the offer call, and the hard yes stay with the partners, and Sam never makes the hiring decision.

Staffing pipeline, Meridian analyst

Devin Hart at 96% across two matters, rolls off Jun 19over-allocated

5 candidates cleared the screen against your rubric, briefs writtenscreened

Interview loop scheduled, each interviewer briefed from the brainscheduled

Onsite invites drafted, waiting on your sendyour sign-off

Send itEdit

MARKETING

The win is the proof. Turning it into a case study is the tax nobody pays.

The Acme migration closed out clean two months ago and the case study still does not exist, because the consultants who lived it are on the next matter. The AI Marketer drafts the case study from the engagement memory in the brain, the real outcome numbers and the decisions that worked, in your firm's voice and with the client's name held until they clear it. The big idea and the publish call stay yours, and nothing goes public until a human signs off.

Case study draft, Acme migration

Outcome pulled from engagement memory: 9-month cutover, 40% latency cutfrom brain

Drafted in firm voice, learned from your last 30 published studiesdrafted

Client name and metrics held pending Acme's approval to publishneeds clearance

LinkedIn post and one-pager staged behind it, waiting on your goyour sign-off

Send itEdit

Built for Professional services

the AI Research Specialist

It turns every delivered matter into sourced, reusable knowledge, so the next engagement starts where the last one ended instead of from a blank page.

Need one we haven't built yet?

Every firm has a role we have not met yet. Need one we have not built? Tell us, and we will build it for your team. Add an AI Conflicts Specialist, an AI Engagement Manager, or an AI Bid Coordinator to your roster, say what it should own and where it must stop, and we build that AI Employee against your brain with the approval line drawn where you draw it.

See the roster →

Professional services, in the product.

A real day of Professional services work in Winsen, recreated from a live workspace.

bridge.winsen.ai

Professional services, today

AI Research Specialist

Brief staged

↳ on it now

Pulled the 3 closest matters to the Meridian discovery and assembled a kickoff brief: the data-mapping playbook from Acme, the phased-cutover decision linked to the call that settled it, and the discovery template, every claim with a source you can open. Nothing is sent. The brief is sitting on your approval, and the same memory now feeds the proposal, the case study, and the next analyst's onboarding.

Matters indexed

312

Decisions sourced

Reuse this month

In the queue

5 items

Meridian kickoff brief assembled from 3 prior matters, every claim sourced, ready to sendyour sign-off

Acme engagement closed out: 37 decisions and 2 reusable playbooks captured before the team rolled offindexed

RFP-2291 Northwind: scope and case studies pulled for the proposal team to draft againstcarried forward

Conflicts check flagged: prospect overlaps a current client, routed to a partnerneeds human

Permission-aware retrieval held back another client's rate card from a consultant's searchboundary held

Best on desktop

Experience the Professional services workspace in the live demo.

It runs full-size. Drop your email and we'll send a one-click magic link to open it on your laptop.

You keep

—The pricing, the discount, and the hard scope conversation
—The client relationship and whether anything goes out the door
—The hiring yes, the publish call, and any conflicts judgment

Winsen takes

→Research and reuse across every matter the firm has delivered
→Timesheet reconciliation, WIP tracking, and invoice and proposal drafting
→Staffing pipeline prep and turning closed wins into case studies

The stack, connected.

SalesforceHubSpotQuickBooksHarvestAsanaGoogle Workspace

A 40-person firm stops losing 11 billable hours a week per consultant to admin, and the knowledge from every matter stays in the firm instead of walking out with the person. That is not a productivity story, that is your P&L.

FAQ

Questions, answered straight.

No dodging, no contact-sales-to-find-out.

Our rates and engagement terms are confidential per client. Does that hold across all these teams?+

Yes. Retrieval is permission-aware, so each AI Employee only surfaces what the person's role already allows. A consultant cannot pull another client's rate card, BD cannot see People's offer details, and every fact carries a source you can open.

Will any of them send to a client, a candidate, or the ledger on their own?+

No. They draft, reconcile, and stage. The proposal, the invoice, the offer invite, and the case study all wait for a human, every time, until you decide a recurring one, like a retainer invoice, can run on its own.

We already have a PSA tool for time and billing. Does this replace it?+

No. Each AI Employee works on top of the tools you run. They read the time entries, the CRM, and the ATS, draft against your systems, and write back only where you let them. You keep your system of record, and the company brain stays yours.