Industry · Services
In a services business, the product is people's time, and a good share of it goes into work nobody bills: checking new clients, assembling proposals, chasing timesheets, answering the same service-desk questions. AI agents can take that work on. Infosistema connects them to your client, project and finance systems so the hours go back to client work.
In the work around the client work: the checks, documents and follow-ups that every engagement needs and that take senior time. The 5 processes below are the usual starting points.
The agent gathers the company data a new client file needs (status, registered address, beneficial owners, tax and Social Security position), checks for conflicts against your client list and opens the record.
The agent reads the request for proposal, builds the compliance checklist, finds similar past proposals, CVs and case references, and drafts the sections your team then rewrites.
The agent checks timesheets against the engagement letter, the budget and the billing rules, chases what's missing and prepares the draft invoice with the exceptions marked.
The agent answers routine requests from clients or internal teams (access, status, documents, standard changes), acts in the systems it has permission for and escalates the rest with context.
The agent finds subcontracting, software and lease contracts in inboxes and drives, extracts the dates and renewal terms and warns before each renewal.
Client confidentiality, many small processes and partners who'll judge every output.
With a three-week analysis sprint on one area, for example client onboarding and billing for one practice.
Quick wins can start in supervised mode from week 2, built with the people who'll use them, and an AI Academy built with you turns that into a lasting programme to qualify your teams in agentic AI.
Non-billable work with clear inputs: client onboarding checks, proposal and tender preparation, timesheet and billing checks, routine service-desk requests and contract renewals. The analysis sprint ranks them for your firm by impact and readiness, with a baseline for each.
Each agent gets access scoped to the engagement or client it works on, and every action is logged. You approve the model providers, the regions and the contract terms, including whether any data may ever be used for training.
Yes. The EU AI Act requires it, and we design client-facing agents to say so.
Yes. IT service providers already resell and deliver DMM through its partner programme, and in North America our partnership with Intellevate Solutions pairs Infosistema's products with their implementation team.
We measure it per process. The sprint sets a baseline for each candidate, and every agent in production is reported monthly against that baseline: volume handled, quality, exceptions and cost per completed task.
Tell us which process you'd like to look at first, and we'll reply within 1 business day.
