For professional-services firms
Get your team's time back — clear the admin load without adding headcount.
Keecore AI handles the email overload, proposal drafting, client follow-up chasing and meeting-note busywork that eats into billable hours. It sits inside the Microsoft 365 tools you already use — Outlook, Teams, SharePoint — set up, secured and managed by an actual M365 security MSP. Your team stays in control: the agent drafts, your people review and send.
Where your team loses time
- Inboxes pile up during project delivery — client questions, status requests and follow-ups all compete for the same attention.
- Proposals and quotes take too long to start because staff have to locate the right templates, previous wording and scope language from scratch.
- Client follow-ups fall through the cracks when the person who sent the last email is heads-down on delivery.
- Every meeting produces actions that only get captured if someone finds time to write them up properly.
- New staff ask the same internal questions about policies, rates and processes — and get inconsistent answers or interrupt whoever knows.
Professional-services firms run on trust and turnaround. Every hour spent on admin email, chasing documents or formatting proposals is an hour not on client work — or going home on time.
What Keecore AI does
It sits beside the systems you already use — Outlook, Teams, SharePoint, OneDrive — and handles the repetitive admin. Your team always reviews what it produces before anything leaves your organisation.
- Drafts client communications — follow-ups, status updates, meeting-request replies, scope queries — from your firm's approved language and tone.
- Summarises email threads and meeting recordings — the key decisions, open items and next actions — so your team reads a brief, not a wall of messages.
- Chases outstanding items from clients — reminders for information, approvals or sign-offs — drafted and held for human review before sending.
- Prepares first-draft proposals and quotes from your existing templates, scope libraries and previously approved language — ready for a consultant to review and refine.
- Answers staff questions from your internal documents — policies, rate cards, onboarding guides, process notes — without them having to interrupt a senior person.
Use case examples
Inbox triage & daily digest
Overnight and morning emails are triaged by priority and client. Staff start the day with a short summary of what needs a reply, what's waiting on the client, and what can wait — ready to review in Outlook before acting.
Client follow-up drafts
When a client hasn't responded to a proposal, an approval request, or a document request, Keecore AI drafts a polite, on-brand follow-up. Staff review, adjust if needed, and send — no chasing left to chance.
Proposal & quote first drafts
Scope comes in. The agent pulls the relevant sections from your approved templates and previous winning proposals and produces a structured first draft. A consultant reviews and finalises — the blank-page problem disappears.
Meeting-note to action-item summary
After a Teams call or in-person meeting, the agent turns the transcript or meeting notes into a clean summary: key decisions, who owns what, and by when. Shared internally for review — no more "what did we actually agree?" emails.
Why "secured by a security MSP" matters here
Your client data, draft proposals and internal documents are valuable and confidential. AI set up carelessly can expose the wrong data to the wrong people, or produce outputs that shouldn't leave the building. Keecore AI is built and run by a Microsoft 365 security firm:
- Least-privilege by design — the agent only accesses what it's explicitly allowed to. Read-only where it should be. No wandering around your M365 tenant.
- Human-in-the-loop always — it drafts; your team approves and sends. The agent never auto-sends, never publishes, never acts without a human reviewing first.
- Security pass on every deployment — we review data handling and permissions with you and get your sign-off before go-live.
- Audit visibility — a clear record of what the agent did, so you're never guessing what happened or why.
"We didn't demo it. We deployed it on our own MSP first."
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