For consulting, agency, and professional-services firms
Score every AI agent in your engagement lifecycle.
AgentScore reads engagement, billing, and PM data and scores scoping, proposal, and status agents. The dashboard identifies which agents win work and which compress margins.
The agents
What AI in a professional-services firm typically looks like.
The same eight factors apply to scoping, proposal, and status work, weighted for engagement-driven operations.
Engagement scoper
Drafts engagement scopes from discovery transcripts and comparable past projects for partner review.
Proposal drafter
Generates first-draft proposals and SOWs against the firm's win-pattern playbook.
Status reporter
Summarizes weekly engagement status from PM tools and timesheet data and drafts the client update.
Margin watchdog
Monitors engagement burn against budget and flags margin drift before the next QBR.
Renewal orchestrator
Tracks engagement health signals, drafts renewal materials, and schedules the renewal conversation early.
The signal
What we read from your PM, billing, and CRM.
AgentScore connects through OAuth or CSV and reads engagement and billing metadata without reading deliverable content.
Signals read
Proposal win rate
Agent-drafted proposals closed, versus team-drafted baseline.
Engagement margin lift
Margin delta on engagements the agent scoped or reported.
Cycle time
Median time from RFP or discovery to delivered proposal.
Override rate
Frequency of partner or PM rewrites of agent drafts.
Realization rate
Billable-hours realization on agent-scoped engagements versus baseline.
Boutique consulting · 28 consultants · 2 proposal agents
6 → 2
days proposal turnaround
4 pts
margin slip, agent-drafted proposals
After pricing rules in the playbook were sharpened and partners re-priced, margin recovered and the velocity gain held.
Governance
SOC 2 in progress
Type II audit under way. Interim report on request.
Read-only data access
Write access to a CRM, jobs platform, or call data is never requested.
Algorithm-only scoring
Every score is computed by the algorithm. Manual overrides do not exist.
Anonymized at ingest
Identifiers stripped before aggregate analytics. No training on identified rows.
Score the agents in your engagement lifecycle.
Connect PM and billing systems through read-only OAuth and receive first scores within 48 hours.