Industries
Olakai for Professional Services
Measure AI ROI, govern risk, and prove value across consulting, legal, and advisory firms.
AI Is Reshaping Client Delivery. Measurement Proves the Value.
Professional services firms are embedding AI into every aspect of how they deliver value. Over 95% of legal professionals expect generative AI to become central to their workflow within five years, and consulting and accounting firms are racing to deploy AI across research, proposal generation, and audit automation. The technology is already reshaping the economics of billable work.
But the measurement and governance gap is wide. Only 20% of professional services organizations currently measure AI ROI. Meanwhile, 71% of corporate legal clients don’t know whether their outside law firms use AI on their matters, and only 41% of firms have established governance policies. When a consultant pastes client data into an unsanctioned AI tool, the firm’s duty of confidentiality is potentially breached and the value of that AI usage goes unmeasured. Without a way to track what AI is doing and whether it’s working, firms can’t scale what delivers results or govern what creates risk.
By the Numbers
Only 20% of professional services organizations currently measure AI ROI.
80% of AI investments go unmeasured — making it impossible to know what’s working and what’s wasting money.
Example KPIs for Common Agentic AI Workflows
Professional services firms deploy AI across proposals, contracts, recruiting, and client management. Olakai gives you the KPIs to prove each workflow is delivering value while maintaining the confidentiality standards your clients expect.
Example 1: Proposal Generation · Sales
Sales teams spend days creating proposals using generic templates, missing the customization that wins engagements. This workflow generates tailored proposals, pricing quotes, and statements of work matched to each prospect’s industry, pain points, and budget. Proposals that took days now take hours, and acceptance rates climb because each deliverable speaks directly to what the client needs.
Key KPIs to measure with Olakai
Proposal Win Rate Percentage of AI-generated proposals that convert to signed engagements.
Proposal Creation Time Hours from brief to delivery-ready proposal.
Average Engagement Size Revenue per won proposal.
Example 2: Contract Review · Legal
Engagement agreements, vendor contracts, and partnership terms require meticulous review where missing a single unfavorable clause can expose the firm or its clients to significant liability. This workflow extracts key terms, flags non-standard or risky clauses against internal playbooks, and suggests specific redline changes. For firms where contract velocity directly impacts revenue recognition, faster review means faster starts on billable work.
Key KPIs to measure with Olakai
Review Cycle Time Days from contract received to fully reviewed.
Risky Clauses Identified Non-standard or risky clauses caught per review.
Contracts per Attorney Monthly contract throughput per reviewer.
Example 3: Candidate Screening · HR
Professional services firms compete intensely for talent, especially partner-track professionals with specialized expertise. This workflow parses resumes, matches candidate skills and experience to role requirements, ranks candidates by fit score using consistent criteria, and schedules screening interviews. For firms where talent quality directly determines client outcomes, finding the right people faster is a strategic advantage.
Key KPIs to measure with Olakai
Time to Fill Days from role opened to offer accepted.
Offer Acceptance Rate Percentage of offers accepted on first extension.
First-Year Retention Percentage of AI-screened hires still with the firm after 12 months.
Example 4: Churn Risk Detection · Customer Success
Client retention in professional services depends on relationship health that’s often invisible until it’s too late. This workflow monitors engagement patterns, service utilization, satisfaction signals, and billing trends to flag at-risk client relationships before they deteriorate. For firms where a single enterprise client can represent millions in annual revenue, detecting dissatisfaction early enough to intervene is the difference between retention and a painful loss.
Key KPIs to measure with Olakai
Client Retention Rate Percentage of flagged at-risk clients retained after intervention.
Revenue Retained Dollar value of client engagements saved by early intervention.
Intervention Success Rate Ratio of successful saves to total interventions attempted.
Example 5: Lead Qualification · Sales
Professional services firms need to prioritize high-value RFPs and opportunities from a growing pool of inquiries. This workflow scores leads based on engagement signals, firmographic fit, project scope, and budget indicators, routing the highest-potential opportunities to senior partners while automating nurture sequences for earlier-stage prospects. Partners spend their limited business development time on opportunities most likely to close.
Key KPIs to measure with Olakai
RFP Win Rate Percentage of AI-qualified opportunities that convert to signed engagements.
Partner BD Time Allocation Percentage of partner time on qualified vs. unqualified opportunities.
Time to First Meeting Days from opportunity identified to partner meeting.
Why Measurement Changes Everything
From Proposal Guesswork to Proven Impact
Stop wondering whether AI-generated proposals actually win more business. Measure win rates, deal sizes, and creation time to prove your investment is paying off and double down on what works.
From Legal Bottleneck to Scalable Review
Measure contracts per attorney and risky clauses caught. Prove to firm leadership that legal is scaling capacity without adding headcount, turning a cost center into a competitive advantage.
From Talent Scramble to Strategic Hiring
Track time-to-fill and first-year retention for AI-screened candidates. When you can prove better hires happen faster, recruiting becomes a measurable competitive weapon.
From Retention Guessing to Revenue Protection
Instead of hoping churn models work, measure exactly how many clients were saved, how much revenue was retained, and what each intervention costs versus what it protects.
From Shadow AI Risk to Controlled Adoption
Replace “block everything” with “measure and govern.” See which unsanctioned tools professionals use on client work, quantify the confidentiality risk, and bring high-value usage into the fold with proper oversight.
From Pipeline Noise to Partner Precision
Measure how AI lead qualification focuses partner time on the right opportunities. When you can quantify win rates and deal sizes by lead source, business development becomes a science.