From meeting notes to client updates — done before you finish the call.
Professional services firms spend hours on proposals, meeting summaries, and client reports. NexuFrame automates the administrative work — so your team can focus on delivering value.
Built for law firms, dental & medical offices, real estate, and internal ops teams.
Win more work, report faster, deliver more value.
Your firm’s value is in the expertise your people bring. The admin — proposals, summaries, reports — shouldn’t be what slows you down.
Proposal drafting
Generate first-draft proposals from templates, past wins, and client details — so your team spends time refining, not starting from blank pages.
Meeting summaries
Automatic action items, decisions, and follow-ups captured from every meeting — distributed to the right people without someone manually typing notes.
Client updates
Automated progress reports and status updates that keep clients informed — on schedule, on-brand, and ready for your review before they go out.
Reporting automation
Monthly reports, dashboards, and data summaries generated automatically — from your data sources, formatted for your clients, ready for review.
Knowledge management
Your firm’s institutional knowledge searchable in seconds — past proposals, client histories, and engagement details at your fingertips, not buried in drives.
What automating one workflow looks like.
A consulting team spends 3 hours after every client meeting typing notes, drafting a summary, and scheduling follow-ups. We turn that into a 5-minute review of an auto-generated summary.
See it for your workflowFrom meeting to client update
A clear process, with your team in the loop.
No black boxes and no rip-and-replace. We learn your workflow first, automate the parts worth automating, and hand you something your team understands.
Automation that respects how professional services work.
Questions professional services teams ask.
Yes. The agent pulls client details and project scope, then drafts proposals using your templates and rate card. Your team reviews and sends.
Most teams see the biggest time savings in reporting and proposal drafting — tasks that previously took hours are reduced to review time.
Find out where AI can save your firm time.
Tell us what’s eating your team’s time. We’ll look at your workflows, point out the highest-value places to automate, and tell you straight whether it’s worth doing.
Book a free AI readiness assessment