The 2025 AI Stack for Professional Services

TLDR: This guide maps out a complete AI stack for a professional services firm, using 20 proven tools across five layers: communication, research, automation, content, and app development. Each layer includes specific workflows showing exactly how the tools connect like using Wispr Flow and Granola to auto-summarise client calls, Perplexity and NotebookLLM to create proposal insights, Manus and Agent.ai to run onboarding, and Google AI Studio with Lovable to build secure client tools. The outcome is a connected system your non-technical team can run from day one, cutting admin time, increasing billable work, and improving client delivery.

Think of an AI Consulting Stack as the digital spine of your client delivery back office. Everything starts with a client conversation, flows into research, triggers automation, produces outputs, and when needed, becomes a secure client tool.

Here’s what that looks like, layer by layer.

1. Capturing and Distributing Client Discover

Scenario: A partner runs a 45-minute strategy call with a new client.

• During the meeting, Granola is running in the background, summarising key decisions in real time without recording audio (important for confidentiality).
  
• At the same time, the partner uses Wispr Flow on their phone to dictate action items as they come up. Each note starts with the client’s name so it’s tagged automatically.
  
• Both outputs: the Granola summary and Wispr notes are piped straight into the client’s private Slack or MS Teams channel. They are set up so each client channel is linked to the right Notion or MS OneNote project space.

Tip: Set Slack or Teams rules to post any message containing “ACTION:” into a pinned OneNote or Notion task list. That way, meeting decisions instantly become tasks without retyping.

No one spends an hour writing follow-up notes. Actions are visible to the whole team before the call even ends, cutting admin by what....maybe 80%.

2. Turning Research into Insights

Scenario: The same client requests a market analysis for a milestone presentation.

• Perplexity is used to search “Australian SME fintech adoption rates 2024 site:.org OR site:.gov”, delivering credible, cited data.
  
• Those results are dropped into Claude, with the instruction: “Write a 500-word market context section for a presentation, using formal business language and referencing provided citations.”
  
• To ensure consistency with past work, the consultant opens NotebookLLM, uploads previous proposals for similar clients, and asks: “What recommendations did we make that are relevant here?”
  
• All of this is saved in the client’s Notion or Teams space, with source links embedded directly into the draft text.

Tip: Store each research source in OneNote or Notion with a “verified” tag so no uncited data slips into deliverables.

Producing verifiable research now takes one hour instead of eight, with a full audit trail of sources.

3. Automating Client Onboarding and Admin

Scenario: The client signs the engagement letter.

Adding their record to the CRM triggers Manus, which orchestrates three Agent.ai bots in parallel:

1. Create a new Notion project space using your standard client template.
   
2. Schedule the kick-off meeting in Slack, factoring in the client’s timezone.
   
3. Send a personalised welcome email from the engagement partner’s account.
   

(If data migration from their old system or artefacts they have are part of onboarding, your technical consultant uses Windsurf to generate scripts that pull and clean the data before it lands in your systems.)

Tip: In Agent.ai, use conditional workflows so corporate clients get extra compliance documents automatically, while smaller clients skip to onboarding tasks.

Cuts onboarding from 90 minutes of manual work to 10 minutes of oversight, with zero missed steps.

4. Producing Client-Ready Content and Training

Scenario: Mid-engagement, you deliver a process improvement workshop and need to send training materials and updated slides.

• Bullet points from the workshop are dropped into Gamma, which outputs a polished, on-brand slide deck.
  
• Midjourney or FX Labs generates unique, branded images for slide headers and any diagrams needed.
  
• You record a process demo using Guidde. It automatically generates a narrated tutorial, which is then voiced over in a consistent, professional tone using ElevenLabs.
  
• For clients who prefer video summaries, Veo3 produces a 2-minute high-quality explainer of the process changes, suitable for sharing internally.

Tip: Build a shared brand style guide in Midjourney and Gamma so outputs always match your firm’s look, regardless of who produces them.

A full training pack is ready within 24 hours of the workshop instead of a week, increasing client satisfaction (consultant utilisation) and reducing turnaround costs.

5. Building Client-Facing Tools Without Code

Scenario: The client asks if you can automate the creation of monthly board packs from meeting notes - this is my favourite AI augmented automation.

• Lovable is prompted: “Create a web app where users upload meeting notes and receive a summarised, branded board pack PDF.”
  
• Google AI Studio adds summarisation and formatting logic to process the uploads.
  
• WorkOS is integrated to enforce enterprise-grade authentication, so only approved client staff can access the tool.
  
• If backend automation is needed, a technical consultant uses Warp to create scripts for cleaning data or linking it to other internal systems.
  

Tip: Host the app in a private cloud environment and apply client branding to the output for extra perceived value.

A process that took 16 billable hours per month is now a 15-minute client self-service, freeing capacity for multiple other activities across the engagment.

Here is the perfect AI stack for Consultants

In a 12-person consultancy, this connected stack looks like:

1. Wispr Flow + Granola → Slack → Notion for instant capture
   
2. Perplexity + Claude + NotebookLM → Notion for research
   
3. Manus + Agent.ai (+ Windsurf) for onboarding and admin
   
4. Gamma + Midjourney + Guidde + ElevenLabs + Veo3 for deliverables
   
5. Lovable + Google AI Studio + WorkOS (+ Warp) for productised tools
   

Because every stage feeds into the next, the team spends most of their time in Slack/MS Teams and OneNote/ Notion, the rest runs automatically in the background.

FAQs

Q: How do I know which tools in this stack my firm actually needs?
A: Map your top five client-facing and internal workflows first, then choose one tool per category that directly improves those. If you need help prioritising, our AI Readiness Assessment identifies where AI will deliver measurable ROI in your business within 90 days.

Q: How do we make sure these tools talk to each other without a big IT project?
A: Start by connecting them through existing hubs you already use, like MS Teams or OneNote, before introducing APIs or automation platforms. Our Low-Code/No-Code AI Implementation service sets these integrations up in under four weeks.

Q: What’s the best order to roll out this stack so the team doesn’t get overwhelmed?
A: Begin with Communication and Research layers because they’re the easiest wins and require the least change management. Once adoption is solid, add Automation, then Content, then App Development. This sequencing is built into our AI Strategy Roadmap offer.

Q: How do we measure if the stack is working?
A: Track billable hours saved, proposal turnaround time, and client feedback scores. Tools like Notion/OneNote make it easy to log pre- and post-implementation metrics. We include these KPI dashboards in every AI Business Case Workshop.

If you want to get started but aren’t sure where AI will deliver the biggest impact, our AI Readiness Assessment gives you a clear priority map. If you already know your target workflows, our Low-Code/No-Code AI Implementation service will deploy your stack in four weeks without disrupting client delivery. And if you want a full strategic rollout plan, the AI Strategy Roadmap maps tool deployment, change management, and ROI tracking over 12 months.