These are illustrative examples of what AI can do for businesses like yours, not client case studies.
AI for professional services (accounting, consulting, financial advice)
- Client intake and onboarding: engagement letters, forms and document requests sent automatically. (AI Automation)
- Document processing: key details pulled from statements and tax documents.
- Inbox triage: client emails sorted by urgency, with draft replies ready to check.
- Meeting notes: summaries and follow-up tasks after client calls.
AI for law firms
- Intake: forms that capture matter details and route them to the right person.
- Document summaries: first-draft summaries of long documents, for attorney review.
- Client updates: update emails drafted from case notes, for attorney review.
- Consultation follow-up: every consultation request answered fast. (Marketing Automation)
AI for home services (HVAC, plumbing, roofing, cleaning, landscaping)
- Instant lead response: quote requests answered in minutes, day or night. (Speed-to-Lead)
- Reviews after every job: a friendly review request when the job is done.
- Seasonal reactivation: check-ins for past customers due for service.
- Invoice chasing: polite, automatic reminders for unpaid invoices.
AI for clinics and practices (dental, physio, med spa, veterinary)
- New patient intake: forms, reminders and welcome information sent automatically.
- Appointment reminders and rebooking: fewer no-shows, more returning patients.
- Review requests: timely, friendly requests after visits.
- Front-desk message sorting.
Anything that touches patient information has to use compliant tools and agreements. We’ll talk through your requirements before anything is built.
AI for marketing and creative agencies
- Lead follow-up and proposal drafts for new inquiries.
- Client onboarding: kickoff forms, folders and tasks created automatically.
- Weekly client reports: performance summaries written and sent on schedule.
- Team AI tools set up safely for drafting, research and editing. (AI Implementation)
AI for e-commerce and retail
- Customer service triage: common questions sorted, with draft replies.
- Review requests and win-back emails for lapsed customers.
- Weekly sales and inventory summaries.
- Supplier invoice and order processing.
Don’t see your industry?
Most businesses share the same time drains: leads, email, paperwork, onboarding, reporting and reviews. If your team does any of those, AI can probably help. Take the assessment or apply to work with Spheric.