💼 AI USE CASES FOR PROFESSIONAL SERVICES

Accountant, Lawyer, Therapist, etc.

  • Intake Form Summaries

    AI Tools: GPT + Google Forms or Typeform integration

    Benefits: Turn long client answers into concise summaries for you

    ROI: Save hours, faster onboarding

  • Contract & Document Simplification

    AI Tools: GPT with OCR capabilities

    Benefits: Summarize complex legal or financial documents for clients

    ROI: Improves understanding, builds trust

  • Automated Follow-Up Messaging

    AI Tools: GPT + Email/Text integration

    Benefits: Keep clients informed with session recaps or case updates

    ROI: Better communication, fewer missed appointments

  • Blog & Newsletter Content

    AI Tools: GPT-based writing assistant

    Benefits: Generate thought leadership content easily

    ROI: Grows visibility, boosts SEO, builds credibility

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