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ASK for Professional Services

Reuse what the firm already knows, client by client.

Find earlier proposals, deliverables and the people who did the work, while each client's material stays with the team that may see it.

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ASK

Ask anything about your company…

Your team asks

  • Which proposals have we written on warehouse automation?
  • Who has worked with Contoso before?
  • What did change order 14 change?

Answers come from

  • SharePoint
  • Box
  • Egnyte
  • Microsoft Teams
  • Slack
  • Jira
Illustration with sample data.

Permission-aware by design. Every answer for professional services firms comes only from what each person may open in the source systems, checked inside every search, before anything reaches the AI.

See how

What slows professional services firms down

  • Past proposals and project insights are hard to reuse.
  • Every new project starts by searching old folders.
  • Client material must stay with the client team.
  • Status reports take hours each week.

How ASK helps

A proposal that starts from past work

Ask for earlier work on a topic and ASK lists the proposals and deliverables you may open, with the people who wrote them.

  • Past proposals and deliverables
  • Who worked on them
  • Only what you may open
ASK

Warehouse automation, proposals since 2024

  • Proposal: Northwind logisticsSharePoint · 2025phased rollout over three sites
  • Final report: Contoso DCBox · 2024savings came mainly from picking routes
Illustration with sample data.

Weekly status, drafted

Every Friday a Buddy drafts your project status from your assigned items and the week's documents.

  • Every Friday
  • From tasks and documents
  • You edit and send
ASK inbox

Status draft: Northwind rollout

Weekly status report

  • Site 1 live since Tuesday 1
  • Site 2 training booked for 4 July 2
  • Risk: scanner delivery late 1
  1. 1AsanaNorthwind rollout
  2. 2OutlookTraining invitation
Illustration with sample data.

Client material kept apart

Access comes from each source, so a client's folders, channels and tickets reach only the people on that client's team.

  • Permissions synced from the source
  • Checked inside every search
  • Unknown access means hidden
ASK

What did we agree with Contoso on change requests?

AI-generated answer, with sources

Change requests over 5 days of effort need written approval from Contoso's project lead 1. Smaller changes are logged in the weekly report 2.

  1. 1SharePointContoso SOW, section 6
  2. 2JiraContoso change log
Illustration with sample data.

Across Professional Services

Consulting

Teams that win work with what the firm learned before.

What gets in the way

  • Past insights sit in decks nobody can find.
  • Finding the right expert takes many e-mails.

With ASK

  • Earlier work, deliverables and the colleagues who did it.
  • Deep research briefs across your own material, with citations.
  • Proposal drafts from past winning proposals.
Book a demo for Professional Services, Consulting

Construction

Project teams working from specifications, site notes and change orders.

What gets in the way

  • Specifications and change orders are spread across project folders.
  • Site teams need the current version, not last month's.

With ASK

  • Project answers from the current documents, with sources.
  • Change orders summarised for the weekly meeting.
  • Answers on a phone in Teams at the site.
Book a demo for Professional Services, Construction
Microsoft Teams

Which fire rating is required for the level 3 doors?

AI-generated answer, with sources

Level 3 corridor doors need EI 30 with self-closers 1. Change order 14 upgraded the stairwell doors to EI 60 2.

  1. 1SharePointDoor schedule, rev. F
  2. 2SharePointChange order 14
Illustration with sample data.

IT Services

Service teams running runbooks and tickets for many clients.

What gets in the way

  • Runbooks and tickets for many clients must stay apart.
  • Engineers switch between client tools all day.

With ASK

  • Access from each source keeps each client's material with the right team.
  • Ticket replies drafted from the client's runbook, for approval.
  • A morning list of the tickets assigned to you.
Book a demo for Professional Services, IT Services
ServiceNow

Client: Litware · INC0031177 backup failed

Reply draft

The nightly backup failed because the storage quota was reached 1. I have prepared the cleanup of snapshots older than 30 days for approval 2.

  1. 1ConfluenceLitware runbook: backups
  2. 2ServiceNowINC0031177

Waits for your approval

Illustration with sample data.

Questions your team can ask

  • Which proposals have we written on warehouse automation?
  • Who has worked with Contoso before?
  • What did change order 14 change?
  • Draft this week's status for Northwind.
  • Summarise the Litware runbook for backups.

Agents, Buddies and workflows to start with

Ready-made templates come with ASK; the examples are built in minutes with the no-code builder. Anything that changes another system asks first.

  • BuddyReady-made template

    Weekly status report

    Every Friday drafts a status report from your assigned items and recent documents.

  • AgentReady-made template

    Meeting notes to tasks

    Turns meeting notes or a transcript into a task list; creating the tasks asks first.

  • AgentReady-made template

    Clause finder

    Finds clauses in contracts you can open and quotes them with sources.

  • AgentReady-made template

    Ticket reply drafter

    Drafts a reply to a ticket from the knowledge base; posting it asks first.

Works with the tools you use

ASK connects to 72 connector types, each with its permissions. These are the ones professional services firms use most.

  • SharePoint
  • Box
  • Egnyte
  • Microsoft Teams
  • Slack
  • Jira
  • ServiceNow
  • Asana
  • Salesforce
  • Confluence

Safe for every team

  • Permission-awareEach person sees only what they may open in the source.
  • Chats stay privateNo admin and no operator browses employees' chats.
  • Approvals firstChanges in other systems wait for approval.
  • Audit logSign-ins, admin changes and agent actions, append-only.
  • Labelled as AIEvery answer says it is AI and shows its sources.
How ASK handles security

See ASK for professional services firms

We walk through ASK with the questions your team asks, the tools you use, and what your admins control.

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