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Professional Services
AI-driven efficiency and knowledge transformation for consulting, legal, and research firms
document intelligence
AI company assistant
automated project staffing
Intelligent knowledge base
SoDa equips consulting and service firms with tools to leverage intellectual capital, optimize project delivery, and improve profitability, while respecting the critical importance of confidentiality and workflow stability. With team members from top consulting and professional services backgrounds, we understand margin pressures, project economics, and client expectations from the inside.
For consulting, legal, and corporate service firms, SoDa provides knowledge platforms that integrate unstructured documents, external sources, and CRM systems. This allows firms to monetize intellectual capital and improve project margins. Having team members with a background in professional services, we understand the importance of both confidentiality and efficiency.
What We Deliver
Consulting & Advisory Firms
01
Centralize project learnings and research into searchable AI knowledge bases.
02
Improve proposal win rates with faster, more accurate staffing decisions.
03
Track utilization and margins in real time to prevent budget overruns.
04
Enhance delivery efficiency without disrupting established client workflows.
Legal, Marketing Research & Corporate Services
01
Integrate unstructured documents, contracts, CRM, and time-tracking systems into governed knowledge platforms.
02
Monetize intellectual capital by making past work and expertise instantly reusable.
03
Accelerate research and due diligence with AI-powered document review and sentiment analysis.
04
Ensure compliance and confidentiality with secure, governed data layers.
Professional Services DNA
with ex-consultants and industry experts on the team, SoDa combines deep understanding of professional services with the ability to deliver both strategic and technical impact. We understand confidentiality, project economics, and client pressures.
Faster Adoption
pre-built kits adapt quickly to your systems, cutting down implementation time compared to fully custom development.
Measurable Outcomes
solutions designed to raise margins, reduce staffing inefficiencies, and unlock firm-wide knowledge.
AI Insights Hub in Professional Services
Customer:
Global consulting firm
Challenges:
- Employees wasting time searching scattered wikis, PDFs, and docs
- Poor context in keyword search
- Slow onboarding and heavy burden on knowledge managers
Solution:
- Built RAG-based GPT search engine over corporate knowledge bases
- Chatbot interface with conversational queries
- Integrated with chat, ticketing, and document viewers
Results:
- Improved self-service and reduced load on knowledge managers
- Search time reduced by 70%
- Faster onboarding, improved collaboration, and knowledge discovery
Talk to an Expert
Submit a request and we will contact you to find a solution for your business