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Professional services automation

AI agents for consultancies and service firms that run on client context

Kritmatta helps professional services teams keep track of client decisions, project updates, proposals, follow-ups, and delivery risks across email, WhatsApp, CRM, documents, and calendars.

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30-day free trial, no card needed. Nothing goes out without your say-so.

Your morning briefingTuesday · 6 things need you

Checked email, WhatsApp, CRM and calendar overnight

Today
  • Bramley Hotel Group has gone quietProposal sent 9 days agoSend nudge
  • Supplier confirmed Friday deliveryIn the site groupLog to CRM
  • Whitcombe Foods renews in 14 daysLast call was in JulyBook check-in
6 priorities, each with a next stepReview all

Illustrative example with fictional data.

What it does

What Kritmatta does for professional services teams.

  1. Professional Services

    Turn client conversations into project actions

    Pull decisions, approvals, blockers, and next steps out of email and WhatsApp, then prepare task-ready summaries for your team.

  2. Professional Services

    Prepare before every client meeting

    Get a briefing on recent emails, open actions, deadlines, and relationship context before the call starts.

  3. Professional Services

    Keep proposals and scopes moving

    Track which proposal is waiting on whom, what changed, and which follow-up needs to go out next.

  4. Professional Services

    Stop losing decisions in chat threads

    Summarise scattered client updates into one daily view so nothing depends on someone scrolling back through messages.

How it works

Up and running in an afternoon.

  1. 01

    Connect your tools

    Email, chat, your CRM and the rest of the 500+. You choose what it can see.

  2. 02

    Pick a job

    Start with the one that takes up most of your week. No prompts to write.

  3. 03

    Check the first runs

    Review what it drafts and correct it. It learns from every edit.

  4. 04

    Let it run

    It does the routine work. Anything that goes out waits for your say-so.

Where to start

Where teams usually start.

With the work that already costs time every day. Each one maps to a clear job and a specific connection.

Popular first jobs for professional services teams
  • Create daily client account briefings from email, WhatsApp, and calendar.
  • Turn meeting notes and chat updates into action lists.
  • Draft client follow-ups after calls and proposal reviews.
  • Flag delivery risks when deadlines or approvals slip.
  • Keep CRM/project records aligned with what was actually agreed.

Start with one job this week.

30-day free trial, no card needed. Keep the agents that earn their place.

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“That’s not a nice-to-have. That’s real money saved.”

Marine flooring business · A Kritmatta customer

+£17,000

a year back in staff time

Estimate based on the four hours of admin a day the customer reported saving.

Two ways to start.

Compare every plan

  • For the work you already do

    AI Agents

    From £65 per user a month

    30-day free trial, no card needed

    Try AI Agents free

  • For winning and keeping customers

    AI Outreach

    From £199 per user a month

    30-day free trial, no card needed

    Try AI Outreach free
  • EncryptedAt rest and in transit.
  • Never used for trainingWe never train on your data.
  • You choose what it seesConnect only what you want. Revoke access any time.
  • You approve what goes outNothing goes out without your say-so.
How we handle your data

Professional Services questions.

How can consultants use AI agents without losing client judgement?
Kritmatta prepares summaries, drafts, and suggested next steps, but humans approve what goes to clients. The agent handles admin and context gathering, not commercial judgement.
Can Kritmatta help with client handovers?
Yes. Kritmatta can pull together recent conversations, open actions, key decisions, and project context so another team member can get up to speed quickly.