Professional services teams may use AI to support research, proposals, document summaries and customer updates.
Prepare and find information
An approved tool can help organise research or draft from a brief. Check facts, sources and citations and make sure the information is current.
Protect client confidentiality
Review permissions, provider terms, retention and applicable professional obligations before sharing client information. Limit access to what the task requires.
Keep responsibility clear
A qualified person remains responsible for professional advice and decisions. Start with a manageable administrative task and measure whether it helps.
Try a draft with approved material
A team might use an approved template and a permitted project brief to prepare the first outline of a proposal. A colleague checks the scope, dates and client-specific details against the brief and adds anything that requires professional judgement.
Test with material the team is authorised to use and check the provider’s access and retention settings first. If a source, citation or statement cannot be verified, mark it for further work rather than treating a polished draft as evidence.
Keep evidence with the draft
When preparing a client update, ask the assistant to separate confirmed decisions from open questions and identify the approved source for each point. A reviewer can then check the source, remove anything outside the agreed scope and decide what can be shared. Do not assume a generated citation or quoted figure is correct without opening the original.
Agree who may use each client’s material, where the draft is stored and how it is removed when no longer needed. Check the engagement terms and your professional obligations before sending information to a provider or connecting an assistant to a shared document system.
See how to choose an AI tool for a practical comparison.
