Background

AI for Professional Services: The Fastest Gains Come from "Glue Work"

Professional services businesses run on writing, summarising, and decision support. That's why AI often delivers faster ROI here than almost anywhere else - not by replacing expertise, but by reducing the admin that surrounds expertise.

images copilot-logo
Book a Free AI Consultation

High-Impact Use Cases for Professional Services

report (1)

Proposals and scope drafts

Get to a strong first draft quickly, then tailor by sector and client.
right-arrow (2)

Meetings-to-actions

Make follow-through consistent: decisions, actions, owners, deadlines, risks.
maintenance

Exec-ready reporting

turn detailed internal updates into short leadership summaries focused on outcomes and decisions needed.

exchange (1)

Knowledge reuse

Convert project notes into templates and playbooks so the whole business benefits.
Real-World Stories

UK Government Trial (GenAI for Everyday "Knowledge Work")

 

The UK government ran a large trial where 20,000+ civil servants used generative AI to support daily tasks like drafting, summarising meetings and preparing reports. Early results showed time savings equivalent to nearly two working days per person per year.

 

The Financial Times also covered the same findings, reporting about 26 minutes saved per day on average).

 

Why This Matters for SMEs: Professional services firms run on writing, summarising, and decision support. This is the cleanest proof point that "small" productivity wins compound fast when rolled out with guardrails.

Check
Source: UK Government; The Financial Times
gcs
Trusted by Businesses Across All Sectors
Working with leading professional services organisations since 2003.

Discover more in our AI Hub,
or speak to an AI expert today

Book a consultation

Prompt Pack for Professional Services

Each of the below prompts follows the C.G.S.E. (Context. Goal. Source. Expectation) Framework.

Context: Professional services proposal for a Greater Manchester SME client.

Goal: Draft a proposal structure.

Source: Use only the scope notes below.

Expectations: Include: objectives, approach, deliverables, timeline, assumptions, exclusions, dependencies, next steps.

Context: We have a base proposal and need to tailor it to a specific sector.

Goal: Tailor the proposal narrative.

Source: Use only the base proposal and sector notes below.

Expectations: Keep structure; adjust examples and benefits. Avoid generic claims. 

Context: Internal/client meeting follow-up.

Goal: Create an action list that drives follow-through.

Source: Use only notes below.

Expectations: Actions must include owner, due date, dependencies and risks (if any).

Context: Leadership wants a short, decision-focused update.

Goal: Rewrite for execs.

Source: Use only the detailed update attached.

Expectations: 6 bullets max: outcomes, risks, decisions needed, next steps to be outlined.

Context: Busy stakeholders need the "so what".

Goal: Summarise and highlight decisions.

Source: Use only the document attached.

Expectations: Sections: Key points, Decisions needed, Options, Recommended next steps, Risks.

Context: We need a SOW structure that reduces ambiguity.

Goal: Draft SOW.

Source: Use the only the delivery requirements below.

Expectations: Outline: Deliverables, acceptance criteria, timeline, responsibilities, change control.

Context: Sales enablement for common client objectives.

Goal: Create short responses.

Source: Use only objection list below.

Expectations: Each answer should be 2-4 sentences max, confident, plain English, no hard claims without proof.

Context: Convert delivery knowledge into a reusable internal asset.

Goal: Create a playbook page.

Source: Use only notes attached.

Expectations: Include: steps, common issues, templates, quality checks, escalation. Keep it practical.

Context: Weekly update to client/leadership.

Goal: Draft a clear status email.

Source: Use only the status notes below.

Expectations: 180-230 words. Include: progress, risks, actions, asks, next milestone.

Context: We're running a workshop and need structure and outcomes.

Goal: Create an agenda.

Source: Use only objectives and constraints below.

Expectations: Timeboxed sections, outcomes per section, pre-work, materials needed. 

AI Governance

Apex Helps You Build a Safe and
Effective AI Environment

 

At Apex, we can support you with:

Check
Microsoft 365 Copilot adoption and optimisation
Check
AI governance and policy creation
Check
Shadow AI elimination strategies
Check
Secure deployment of Microsoft tools
Check
Data protection and compliance alignment
Check
Hand-on staff training
Check
Tailored use-case development
Check
Ongoing monitoring and optimisation
Trusted by Businesses Across All Sectors
A trusted Microsoft Solutions Partner

Guardrails for Your AI

password (1)

Don't rely on AI for a final version or truth without verification

password (2)

Don't paste client confidential matter into unapproved tools

password

Treat outputs as drafting support, not advice

A Sensible 30-Day Starting Plan

Untitled design (58)

Week 1

Pick 2 workflows and define success measures
Untitled design (58)

Week 2

Create templates and approval steps
Untitled design (58)

Week 3

Pilot with one team, measure time saved and rework reduction
Untitled design (58)

Week 4

Standardise what worked and expand safely
1. Apex Winning Award for IT Support - Manchesters MSP

Ready to Adopt AI Safely and Securely?

Whether you're just beginning to explore AI and automation or are ready to take the next step, we can support you with a free, no-obligation consultation.

Manchester Office

45 Spring Gardens, Manchester, M2 2BG

MediaCity Office

Laser House, Media Village, Waterfront Quay, Salford Quays, M50 3XW
Phone
Phone
0161 233 0099
Email
Email
enquiries@apexcomputing.co.uk
↑