The AI operations layer
for your firm.
Put a team of agents on yourproposals.
Rach.Dev runs proposal and lead intake, scope and conflict screening, deliverable drafting, project coordination and billing across the tools you already use — with an engagement lead in the loop on every client commitment, and a full audit trail on every action.
What an agent team takes off your bench
Most of a firm's load isn't expertise — it's the proposals, status emails, timesheet chasing and invoice follow-ups that eat billable hours. Here's where agents own the non-billable busywork, mapped to how your firm actually runs.
The Front Door
Every inbound lead and RFP captured, qualified and routed — 24/7, in English or Spanish.
- Multi-channel intake (web form, email, phone, referral)
- Lead qualified against your ICP and service lines
- Logged to HubSpot with the right owner assigned
Scope & Conflict Screen
Every engagement screened for conflicts, confidentiality and licensing scope before it starts.
- Conflict-of-interest check across active clients
- Confidentiality / data-isolation requirements flagged
- Licensed-opinion requests routed to a credentialed pro
Proposals & Deliverables
First drafts from your past work, services catalog and pricing — the partner decides.
- Proposal draft from prior wins + rate cards
- SOW + scope-of-work boundaries spelled out
- Deliverable drafts grounded in your templates
Delivery & Scope Control
The plan, the tasks and the change orders — so out-of-scope work never goes unpriced.
- Project plan + tasks pushed to Monday.com
- Out-of-scope requests flagged as change orders
- Time tracked against budget in Harvest
Client Communication
Proactive status, scheduling and the follow-ups clients say they never get.
- Status updates drafted from real project data
- Meetings, reviews and kickoffs scheduled
- Reminders & nudges (EN / ES)
Billing & Cash
The fastest ROI for a managing partner: bill on time, collect faster.
- Invoices generated from tracked time + milestones
- Line-item questions answered for the client
- Payment reminders before AR goes stale
Back-Office & Workforce
Timesheets, staffing and the firm paperwork no one wants to do.
- Timesheet completion nudges & utilization rollups
- Resourcing & bench visibility across projects
- Engagement-letter & retention-policy filing
Knowledge Layer
A role-aware assistant grounded only in your approved sources.
- Separate views for client, consultant, partner
- Every answer cites its source
- Hard guardrails — never licensed professional advice
Watch the team run an engagement
Pick an engagement and press play. Watch the agent team run it end to end — an engagement lead approves every client commitment.
Press Run the journey — or scroll in and watch it play automatically. Every clinical action waits for a clinician.
Seven specialists, one conductor
Each agent owns one job and hands the next a complete, structured context. Atlas routes the work, enforces the human-in-the-loop gates, and writes every action to an audit log.
Atlas is the orchestrator. It routes each engagement to the right specialist, carries shared client context between them, pauses for an engagement lead's approval on every client commitment, and records a complete, timestamped audit trail.
Click Ava below — the full lead-to-invoice workflow plays out automatically.
Scope & conflict screen. Checks every engagement for conflicts of interest, confidentiality requirements and professional-licensing scope before work starts — and routes anything needing a licensed opinion to a credentialed pro.
If a request needs a licensed opinion, Marcus routes it to a credentialed professional — never answered by an agent.
Proposals & deliverables. Drafts proposals from your past wins, services catalog and rate card, spells out scope-of-work boundaries, and grounds deliverable drafts in your templates — leaving the partner to decide, not write from scratch.
Draft only. The proposal is sent solely after an engagement lead approves it.
Project coordination. Pushes plans and tasks to Monday.com, schedules kickoffs and reviews, drafts proactive client status updates from real project data, and keeps everyone on track with reminders and nudges.
Billing & cash. Generates invoices from tracked time and milestones in QuickBooks, answers client line-item questions, prices change orders, and chases payment before AR goes stale — so the firm bills what it earns and collects faster.
The role-aware knowledge assistant. Answers clients, consultants and partners from your approved sources only — every answer cited, scoped per client engagement, and never a licensed professional opinion.
Iris informs. It never gives a licensed professional opinion, and never crosses data between client engagements.
The Project-Health Sentinel. Always on, reading the live signal across every active engagement — flagging scope creep, deadline slippage, overdue invoices and sagging utilization before they become a write-off or a client crisis, and staging the response for the engagement lead.
Hope is advisory. It alerts and stages — an engagement lead decides and acts. Every alert is logged with the signal that triggered it.
Ava captures patient intake by voice, then hands a structured summary to 6 downstream agents — triage, documentation, coordination, billing, knowledge and ICU monitoring — each acting on the shared context, with Atlas orchestrating and a clinician approving every clinical action.
Ava starts the workflow.One layer over the systems you already run
Rach.Dev sits on top of your PSA stack and existing tools — orchestrating agents, enforcing governance, and keeping an engagement lead in the loop. No rip-and-replace.
Every client commitment — proposals, change orders, payment terms — pauses for an engagement lead to approve. Agents draft, price and stage; people decide.
Per-client data isolation, confidentiality controls, and a complete, timestamped audit trail on every action and every data touch — with retention policies you set.
Atlas routes each engagement to the right specialist, carries shared client context between agents, and coordinates hand-offs end to end.
Bidirectional connectors to your CRM, project, time-tracking and accounting tools over the APIs your systems already expose.
A knowledge layer that knows its limits
Iris answers clients, consultants and partners from your approved sources only. Every answer is cited and scoped to the right engagement — and any request for a licensed professional opinion is always handed to a credentialed human, never answered by an agent.
Try a question
Hi, I'm Iris. Ask me about your project status, scope, deliverables or an invoice — I'll always cite my source.
A knowledge layer that knows its limits — questions and answers
- Where does my project stand right now?
- Your brand refresh is in the design-concept phase — 2 of 5 milestones complete, on schedule for the June 30 review. The two approved logo directions are in your shared Monday.com board, and your next checkpoint is the concept walkthrough on June 17. You can see live status anytime in your client portal.
- ¿Por qué hay un cargo adicional en mi factura?
- Ese cargo corresponde a la orden de cambio firmada el 22 de mayo, que agregó dos opciones extra de diseño fuera del alcance original. Está detallado por línea en la factura y vinculado al contrato. Si desea revisarlo con su contacto de cuenta, con gusto lo coordino.
- Can you tell me how to structure this deal to lower our taxes?
- That calls for a licensed professional opinion, so I won't advise on it myself. I've routed your question to a licensed CPA on your engagement team, who will follow up directly. I can share the general scope of services in your SOW in the meantime, but tax structuring guidance has to come from a credentialed professional.
Governance, not just guardrails
The controls that let a firm actually deploy agents on client work — enforced in the system, not promised on a slide.
Live audit log
A sample of what every action looks like on the record.
What changes when agents own the busywork
Directional outcomes our pilots target — validated on your own data, never assumed.
The problem, in numbers
- Average billable utilization across professional services firms ran at roughly 69% in 2024 — below the ~75% threshold most resource-management frameworks treat as the floor for healthy profitability. — SPI Research 2025 Professional Services Maturity Benchmark (reported by Mosaic)
- About 52% of projects experience scope creep, up from roughly 43% five years earlier — a leading driver of over-servicing and write-offs in professional services. — PMI, Pulse of the Profession 2018
- Over half of US small businesses — about 56% — report being owed money on unpaid invoices, dragging on cash flow and lengthening collection cycles. — Intuit QuickBooks, 2025 US Small Business Late Payments Report
Figures above are external benchmarks and pilot targets, not guarantees — we validate every number on your own data before you rely on it. Monitoring agents are advisory: they alert and stage, an engagement lead acts.
Start with one workflow. Prove it. Then scale.
We stand up a single workflow on your existing PSA stack, show the audit trail and the outcomes, and expand only once your team trusts it.
Pick the highest-pain workflow — proposal drafting, billing follow-up or project-health monitoring — and we map it to your systems.
Agents run on HubSpot, Monday.com, Harvest and QuickBooks with an engagement lead in the loop and a full audit trail, in weeks not quarters.
Review the outcomes on your own data — utilization, scope, cash — then roll the agent team out service line by service line.