--- title: "GENIA for Consulting & professional services | AI agents for Consulting" description: "GENIA turns past engagements, proposals and recorded workshops into governed knowledge, and runs AI agents on client deliverables while partners keep every decision." canonical: https://geniaops.com/solutions/industries/professional-services last_updated: 2026-10-27 --- # GENIA for Consulting & professional services | AI agents for Consulting > GENIA turns past engagements, proposals and recorded workshops into governed knowledge, and runs AI agents on client deliverables while partners keep every decision. URL: https://geniaops.com/solutions/industries/professional-services 1. [GENIA](https://geniaops.com/) 2. [Solutions](https://geniaops.com/solutions) 3. [Industries](https://geniaops.com/solutions/industries) 4. Consulting Consulting & advisory # Sell expertise, not hours of searching GENIA turns past engagements, proposals and recorded workshops into governed knowledge, and runs AI agents on client deliverables while partners keep every decision. [Talk to us](https://geniaops.com/contact?topic=demo#form) See the problems 0.0% average billable utilization, below the long-standing 75% benchmark SPI Research, 2025 0.0% average EBITDA margin of professional services organizations SPI Research, 2025 0% of organizations are scaling an agentic AI system somewhere in the enterprise McKinsey, 2025 [Industries](https://geniaops.com/solutions/industries)[Banking](https://geniaops.com/solutions/industries/banking)[Insurance](https://geniaops.com/solutions/industries/insurance)[Healthcare](https://geniaops.com/solutions/industries/healthcare)[Manufacturing](https://geniaops.com/solutions/industries/manufacturing)[Public sector](https://geniaops.com/solutions/industries/public-sector)[Legal services](https://geniaops.com/solutions/industries/legal)[Consulting](https://geniaops.com/solutions/industries/professional-services)[Retail](https://geniaops.com/solutions/industries/retail)[Energy](https://geniaops.com/solutions/industries/energy)[Logistics](https://geniaops.com/solutions/industries/logistics) The context Billable utilization has fallen for several years and margins are thin, while clients ask firms to show how AI changes their work. Most firms experiment with AI agents, but few have scaled them. Reusing what the firm already knows is the fastest lever available. Problems and answers ## 4 problems, and how GENIA would tackle each one. Problem 01 ### Billable utilization keeps sliding Consultants lose time hunting for prior work, rebuilding decks and chasing internal answers. Every hour spent searching is an hour not spent with the client. 0.0% average billable utilization, below the long-standing 75% benchmark [SPI Research, 2025 Professional Services Maturity Benchmark (2025)](https://spiresearch.com/the-truth-about-billable-utilization/) With GENIA #### Find prior work in seconds 1. 1 Knowledge Hub indexes proposals, deliverables, email and recorded workshops across SharePoint, Dropbox and Outlook. 2. 2 Answers cite the exact page, email or meeting minute, so consultants reuse work with confidence. 3. 3 Each person's assistant lists their day, open action items and the documents they need next. Reads from - Past proposals and deliverables - Engagement email - Recorded client workshops Your people decide. Engagement managers decide what is reused for each client. Problem 02 ### Thin margins on every engagement Scope drift, rework and manual status reporting erode project margins. Leaders rarely see where delivery effort really goes until the engagement has closed. 0.0% average EBITDA margin of professional services organizations [SPI Research, 2025 Professional Services Maturity Benchmark (2025)](https://spiresearch.com/the-truth-about-billable-utilization/) With GENIA #### See how delivery really works 1. 1 Record delivery working sessions and add SOWs, plans and status reports as evidence. 2. 2 Process discovery maps activities, controls, roles and systems, with findings and quick wins backed by evidence. 3. 3 Track AI usage and costs per project and person, with a budget set per engagement. Reads from - SOWs and project plans - Status reports - Recorded delivery sessions Your people decide. Partners decide scope changes and which findings become new practice. Problem 03 ### AI pilots that never scale Teams build agents in isolation, then cannot reuse them across clients, govern their data or control spend. Pilots stay pilots and the firm learns nothing transferable. 0% of organizations are scaling an agentic AI system somewhere in the enterprise [McKinsey, The state of AI in 2025 (reported by CX Today) (2025)](https://www.cxtoday.com/ai-automation-in-cx/mckinseys-state-of-ai-the-scaling-gap-is-now-cxs-problem/) With GENIA #### Build once, reuse across engagements 1. 1 Publish proven agents, Skills, MCP connectors and automations to a shared asset catalog. 2. 2 Launch them as objectives in new projects, in parallel or chained in a flow. 3. 3 Pick the right model per objective through one gateway, with spend tracked per project. Reads from - Asset catalog - Model gateway - Project usage and cost data Your people decide. Practice leaders approve which assets become firm standards. Problem 04 ### Client data mixed across engagements Firms often serve competing clients. Knowledge reuse is only safe when each engagement's data stays separate and every access can be shown to a client or auditor. With GENIA #### Isolation by design for each client 1. 1 Each engagement runs in its own isolated project environment with its own assigned data. 2. 2 Objectives only see the sources granted to them, and credentials sit in an encrypted vault. 3. 3 A full audit log and group permissions give risk teams evidence on request. Reads from - Client data rooms - Engagement email - Signed NDAs and SOWs Your people decide. Risk and the engagement partner decide who may access what. A project, objective by objective ## Proposal to kickoff flow 1. Objective 1 Analyse RFP and client context Done 2. Objective 2 Find relevant past engagements Done 3. Objective 3 Draft proposal and staffing plan In progress 4. Objective 4 Partner review and pricing decision Waiting on you 5. Objective 5 Prepare kickoff pack Next Objectives run in parallel when they can, chain when one needs the other, and stop to ask a person when a decision is not theirs to make. Ask your knowledge ## One question, a sourced answer. Have we run a supply chain diagnostic for a mid-size food manufacturer before? GENIA Yes, twice. The 2024 diagnostic for a dairy producer used a six-week plan (Final report, p. 4). The inventory model is explained in the kickoff recording (Kickoff workshop, min 23). Illustrative example Regulation ## GENIA prepares the evidence. Your team signs. - GDPR - ISO/IEC 27001 - SOC 2 - ISO/IEC 42001 - EU AI Act Who uses it ## Built for the people who carry the work. Partner Engagement manager Consultant Proposal manager Knowledge manager Practice operations lead ## See it with your own consulting documents. A short session with our team on a real process of yours. We bring the agents, you bring the paperwork. [Book a session](https://geniaops.com/contact?topic=demo#form) [All industries](https://geniaops.com/solutions/industries) [Previous Legal services](https://geniaops.com/solutions/industries/legal) [Back to Industries](https://geniaops.com/solutions/industries)[Next Retail](https://geniaops.com/solutions/industries/retail) --- For agents: the site index is at https://geniaops.com/llms.txt, every page is available as Markdown (send `Accept: text/markdown` or add `.md` to the path), the public API is described at https://geniaops.com/openapi.json and the MCP server lives at https://geniaops.com/api/mcp.