Professional Services

AI-powered tools for consulting, accounting, and advisory firms.

Generate proposals from your past wins, unlock institutional knowledge for every team member, and verify that every deliverable is grounded in the right authorities.

Where firms lose time and margin

Proposal archaeology

Building proposals means hunting through partner laptops, SharePoint, and email threads for the right case study, the right methodology section, the right past proposal. Assembly takes days.

Knowledge locked in partner heads

Senior expertise lives in conversations and scattered files. Junior staff can't access institutional knowledge efficiently — every question interrupts a billable professional.

Repetitive documentation that must be right

Engagement letters, SOWs, compliance docs, and audit documentation are repetitive — but errors in any of them create real risk. Manual consistency checking doesn't scale.

What firms are building

Generate a first-draft proposal for a healthcare operations engagement, pulling relevant case studies and team bios from the firm's content library.

Edtek Draft

Draft 200 engagement letters in two days instead of two weeks — each customized by client, service type, and jurisdiction.

Edtek Draft

"How have we approached valuation multiples for SaaS companies in the last three years?" — the firm's knowledge bot answers with citations to past engagements.

Edtek Chat

Verify that every claim in the client report references an actual regulation, standard, or authoritative source before delivery.

Edtek Cite
Built by 4xxi

15+ years building complex products for professional services.

edtek.ai is built by 4xxi — the engineering team behind the AAAi Chat Book for the American Arbitration Association and legal tech products used by firms worldwide. We combine technical rigor with deep domain expertise.

Frequently asked questions

How does edtek.ai help professional services firms generate proposals faster?

Edtek Draft builds proposals from your firm's past wins, case studies, and team bios. Connect your content library, describe the engagement, and get a first draft that reads like your firm wrote it — pulling the right methodology, pricing, and references automatically.

Can junior staff access senior expertise without interrupting partners?

Yes. Edtek Chat deploys internal knowledge bots over your firm's methodologies, past engagements, and institutional expertise. Any team member can query the knowledge base in plain English and get cited answers — no more interrupting billable professionals.

How does Edtek verify deliverables are accurate?

Edtek Cite reads reports and proposals, identifies every factual claim, and surfaces the applicable regulation, standard, or authoritative source — inline, with context and summaries. Every claim becomes defensible.

What types of documents can Edtek Draft generate?

Proposals, engagement letters, SOWs, audit documentation, client reports, compliance documents, and any structured document. Batch generation supports producing hundreds of customized documents from a single template.

Is edtek.ai compliant with professional services data requirements?

Yes. Edtek supports on-premise deployment for firms with strict data residency requirements. Your content, templates, and client data never leave your infrastructure. Complete data sovereignty for sensitive engagements.

See Edtek with your firm's proposals.

Book a 30-minute demo. We'll show you how Chat, Draft, and Cite generate proposals, manage knowledge, and verify deliverables from your firm's own content.