PraxisStart a conversation Get the recap ready.
Turn meeting notes into a draft recap with decisions, owners, and next steps. Your team checks what was agreed before it reaches the client.
A workflow we can build around youAI assistants for professional services
Get the follow-up out.
Keep the client work moving.
The meeting is over, but the recap, proposal, and next steps still need writing. An AI assistant can prepare that work from the notes and documents you choose, ready for the person responsible to review.
Built around your work. Checked by your team.
FROM THE MEETING NOTES01 / 03
Agree the next steps
Discussion pointsCaptured
Owner & review dateStill to confirm
Illustrative meeting notes · agreements to checkRecap + next stepsPrepared for engagement lead
DRAFTDiscussion recapDrafted
Action listOrganized
Unconfirmed commitmentsFlagged for you
Check the agreements. Confirm the owners. Send the recap.
Illustrative notes and recap for a fictional engagement.
For the people responsible for the client work
What keeps coming
back to your desk?
Start with one task that repeats across engagements. These are three places an assistant could help your firm.
Prepare the first proposal.
Bring discovery notes and approved service descriptions into a proposal draft. You set the scope, fees, and commitments, and resolve any gaps before sending.
A workflow we can build around youKeep the update moving.
Gather progress notes and open questions into a client update. The person responsible checks the details and chooses what to share.
A workflow we can build around youA working example
Start with the context.
Make the next decision.
The day’s client work sits across email, calendars, tasks, and meeting notes.
The Praxis morning briefing brings those sources together for review. It’s an existing workflow we can tailor to your firm, with the access and priorities agreed before anything is connected.
Explore the morning briefingWhat your briefing could bring together
- 01
Meetings to prepare for
Relevant notes and open questions gathered ahead of the conversation.
- 02
Follow-ups to review
Drafts and outstanding actions organized for the person responsible.
- 03
Decisions that need you
The context behind pending decisions, with a clear point for your review.
Your firm decides what information the assistant can use. Professional judgment and client commitments stay with your team.
How we start
Bring one job
you’re tired of repeating.
You don’t need an AI roadmap. Bring the work, the documents, and an example of what a useful result looks like.
- 01
Show me the work.
Walk me through what happens today, where it gets stuck, and who needs the result.
- 02
Build around your process.
I build the assistant around your information and the way your team works, with a clear point for review.
- 03
Try it on a real job.
Your team checks the output. We work through the gaps before making it part of the routine.
Marc Kleinmann / Founder, PraxisFrom one business owner to another
I know the work
behind the work.
I spent roughly 15 years building Bauhaus, a design-build firm in Dallas, before selling it.
Running a design-build firm meant turning conversations into clear scope, estimates, and decisions. That experience shapes the assistants I build today: work prepared for the person who has to stand behind it.
Read my storyBefore we talk
A few practical
questions.
Do we have to replace our existing software?
The first step is to look at the tools and files you already use. We’ll work out where an assistant fits and what access it needs before deciding what to build.
Will the assistant give advice or make commitments to clients?
The workflows shown here organize information and prepare drafts. The professional responsible reviews the result, applies their judgment, and approves any advice, scope, fees, or commitments before it reaches a client.
What should I bring to the first conversation?
One recurring task and an example of a useful result. Start with a blank template or a fictional example if the work contains confidential client information. We’ll agree how information is handled before connecting any tools.
Let’s put AI to work
What still needs writing
after the meeting ends?
Tell Morgan where the work gets stuck.
We’ll start there.
