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SOLUTIONS · PROFESSIONAL SERVICES

Your delivery playbook, run the same way every time.

Services firms live and die on consistency. An AI-native org turns the way your best people work into workflows every client gets, so quality does not depend on who picked up the project.

the delivery flow

Kickoff to invoice, the same way every time.

triggerClient kickoff
stepScope the engagement
stepDeliver the work
gatePartner review
outputInvoice + recap
Each engagement runs as a versioned workflow, so delivery quality does not depend on who is staffed that week.

the pressure

What a services firm is up against.

Delivery drifts by who staffs it

The same engagement comes out differently depending on the senior in the room. Quality is a person, not a system.

Utilization caps growth

Every new client needs hours your team does not have, so you turn work away or burn the bench out.

Reporting eats billable time

Status decks, recaps, and invoices are unbillable hours that scale linearly with headcount.

Knowledge leaves with people

The playbook lives in a few heads. When they leave, the firm relearns its own craft.

how an ai-native org answers

How the four engines run a services firm.

  • CEO

    You talk to one CEO agent that owns the book of clients, staffs each engagement, and reports margin back to you.

  • Org

    Specialist agents (writer, analyst, account manager) with per-client budgets, approvals, and a full audit trail per engagement.

  • Workflows

    Your kickoff, delivery, and reporting playbooks become workflows every client runs the same way, kickoff to invoice.

  • Hivemind

    Client context, brand rules, and past decisions live in governed memory so no engagement starts from a blank page.

the org

The services team you would run.

CEO agent

Sonnet

Owns the client book and staffs every engagement.

Account Manager

Sonnet

Owns the relationship, recaps, and renewals per client.

Senior Writer / Analyst

Sonnet

Produces the deliverable against the brief.

Editor / QA

Sonnet

Enforces the standard before anything reaches a client.

Reporting Analyst

Haiku

Builds status and invoicing reports from real data.

templates

Start from a working services template.

Consultancy Firm

A multi-discipline consultancy that scopes, delivers, and reports across a book of clients.

View template

Recruiting Agency

Sourcing, screening, and pipeline management for a desk that fills roles on a cadence.

View template

Bookkeeping Firm

Monthly close, reconciliation, and reporting for a book of small-business clients.

View template

Upwork Storefront Operator

A productized services storefront that scopes gigs, delivers, and collects reviews.

View template

Content Marketing Agency

SEO, blogs, social, and reporting on autopilot, with a single approval queue.

View template

Performance Marketing Agency

Paid acquisition across clients with pacing, creative tests, and per-account budgets.

View template

Run your playbook on every client.

14-day trial. No DevOps. No Sales call. Provisioned in under a minute.

Professional services — Agent Hive