Planned in from day one.
- Professional conduct and advertising rules for your profession
- Client confidentiality in content and AI
- Expert review of every technical claim
- Permission-aware access to knowledge
- Partner time and approval processes
Consulting, legal, accounting and advisory firms sell expertise and trust. Their marketing has to demonstrate knowledge, their people are their product, and their knowledge — held in documents and experience — is their biggest asset. We help firms become visible for what they know, hire well and put their knowledge to work with AI.
What Professional Services teams are up against.
Thought leadership, SEO and LinkedIn, specialist hiring, knowledge platforms and AI.
New business relies heavily on partner networks and referrals.
Expertise lives in people's heads and old documents.
Partners and senior staff have little time for content.
Competitors look and sound alike.
Four dimensions, one partner.
Marketing
Brand positioning, thought leadership, SEO, LinkedIn and account-based programmes for priority clients.
US Staffing
Direct hire and executive search for specialist and leadership roles.
Cloud & Data
Secure document platforms, integration and practice analytics.
AI & ML
Knowledge assistants with RAG, document review support and workflow automation.
Selling expertise.
Law firms, consultancies and accountants sell trust in their people. Marketing has to show expertise, not just list services.
- Thought leadership
- Articles, briefings and events from named partners on issues clients face.
- Referral and relationship
- CRM discipline so relationships and referrals are tracked, not lost.
- Practice-area pages
- Specific pages for each service and sector, written for search and for prospective clients.
- Knowledge management
- AI search over internal documents, with strict confidentiality controls.
- Professional hiring
- Senior and specialist hires where cultural fit matters as much as skills.
Progress you can see.
Visible expertise
Prospective clients see what your firm knows.
Reusable knowledge
Assistants make past work searchable and useful.
Diversified pipeline
New business beyond referrals.
Where teams usually begin.
- A thought leadership and LinkedIn programme for senior advisers.
- An internal knowledge assistant over policies and precedents.
- A confidential search for a new practice leader.
Technologies & platforms
- HubSpot
- Salesforce
- SharePoint
- Microsoft 365
- Azure AI Search
- Azure OpenAI
Professional Services questions.
How do you create content when experts are busy?
We interview them for short sessions and turn those conversations into articles, posts and talks, which they then review.
Can AI be used with confidential client documents?
With appropriate controls: private deployment, permission-aware retrieval, no training on your data, and policies agreed with your risk team.
Do you understand professional advertising rules?
We follow the rules you're subject to and build your compliance review into the content process, but you remain responsible for professional compliance.
Talk to us about Professional Services.
Tell us about your business and what you want to change. We'll reply with where we would start and which teams would be involved.