AI resume screening
Parses CVs, scores them against job requirements with a written reason and ranks a shortlist for recruiter review.
AI Automation · Professional Services
Recruitment Automation with AI for Agencies & Firms
Automate CV screening, client onboarding, document collection and proposal drafting. AI does the reading, sorting and first drafts, and your recruiters and consultants approve what goes out.
Overview
Recruitment automation with AI, plus the back office around it
A single job advert can bring in hundreds of CVs. Someone has to read them, parse them into the ATS, compare them with the brief, email the strong ones, decline the rest politely and book interviews. Recruitment automation with AI handles the reading and sorting. It parses each CV, scores it against the requirements you define, explains the score and puts a ranked shortlist in front of the recruiter. Because AI resume screening can inherit bias, we keep criteria job-related, test outcomes for skew and leave the final call to a person.
Professional services firms carry the same load on the client side. A new engagement means KYC checks, an engagement letter, a DocuSign envelope, a project set up in your systems and a list of documents to collect. Accounting firms chase bank statements and receipts every tax season. Immigration consultants need passports, transcripts, test results and employment letters, all checked and filed. Client onboarding automation sends the requests, reads what comes back, flags what's missing and keeps chasing until the file is complete.
Then there's the writing. Proposal automation assembles a first draft of a proposal or statement of work from your templates, rate cards and the most similar past projects, so consultants edit rather than start from a blank page. We build this professional services workflow automation around the tools you already use, from Bullhorn and Greenhouse to HubSpot, Microsoft 365, QuickBooks and Xero. Our CanVisas build routes qualified enquiries straight to consultants through Uchat, and AA JoyLand's WhatsApp bot sends PDFs automatically, which is how checklists and engagement packs can reach your clients. Every step is logged, and anything uncertain goes to a person.
Use cases
AI Automation use cases in Professional Services
Interview scheduling automation
Matches candidate and interviewer availability, sends invites and handles reschedules without email ping-pong.
Client onboarding automation
Runs KYC requests, engagement letters, DocuSign signatures and project setup from one trigger when a deal is won.
Document collection and checking
Requests tax, immigration or KYC documents, reads what arrives and chases anything missing, unreadable or expired.
Proposal automation
Drafts proposals and statements of work from your templates, rate cards and similar past projects.
Timesheet and invoice preparation
Pulls approved hours, checks them against engagement terms and prepares draft invoices in QuickBooks or Xero.
How it works
How it works
- 01An event starts the workflowA new application, a won deal, a client upload or an inbound email triggers the automation.
- 02AI reads the contentLanguage models extract fields from CVs, passports, bank statements, contracts and emails.
- 03Rules check the resultData is compared with job criteria, document checklists and engagement terms, and gaps are flagged.
- 04Systems are updatedYour ATS, CRM, accounting or document system is updated and the right person is notified.
- 05People approveShortlists, client-facing drafts and low-confidence items go to a reviewer with the source document attached.
Capabilities
Key features
Explainable scoring
Every CV score comes with the reasons behind it, so recruiters can check and override the ranking.
Reads messy documents
Handles scanned passports, photographed receipts, PDF statements and Word CVs, not only clean forms.
Human approval queues
Nothing reaches a candidate or client without the sign-off you require.
Works across your stack
Connects ATS, CRM, e-signature, accounting and Microsoft 365 or Google Workspace through APIs and webhooks.
Audit trail
Each automated action is logged with its input, output and approver, which supports bias audits and client queries.
Editable templates and rules
Your team updates checklists, proposal templates and scoring criteria without touching code.
Integrations
Works with your Professional Services stack
- Bullhorn
- Greenhouse
- Lever
- Workable
- HubSpot
- Salesforce
- DocuSign
- QuickBooks
- Xero
- Microsoft 365
- Google Workspace
- Uchat
Using something else? If it has an API, a database or a webhook, we can connect to it.
Outcomes
Benefits for Professional Services teams
Faster shortlists
Recruiters get a ranked, explained shortlist instead of an inbox full of unread CVs.
Onboarding without the chasing
Clients get clear requests and automatic reminders, and files are complete before work starts.
Proposals out sooner
Consultants spend their time sharpening a draft, not formatting one.
Fewer admin errors
Data is extracted and checked once, instead of retyped between systems.
Our work
Related Work
AI Chatbot2025
CanVisas AI: Canadian Immigration Eligibility Assistant
CanVisas AI is an intelligent chatbot that helps users check their eligibility for Canadian permanent residence through simple conversations. The chatbot asks pre-screening questions about immigration requirements and provides instant eligibility assessments. It qualifies leads by gathering important information before connecting them with the CanVisas team.
View case study →
Custom Chatbot2024
AA JoyLand: Customer Support with AI Chatbot
AA JoyLand Entertainment required an AI-powered solution to handle customer inquiries and leads more efficiently. The project focused on developing a WhatsApp chatbot powered by Retrieval-Augmented Generation (RAG) with GPT, capable of managing leads, qualifying them, and saving lead data. The chatbot provided instant responses, sent PDFs upon request, and significantly enhanced customer interaction.
View case study →
FAQ
AI Automation for Professional Services: FAQs
What is recruitment automation with AI?
It's the use of AI to handle repetitive hiring tasks: parsing and screening CVs, scheduling interviews, sending updates and keeping the ATS current. Recruiters keep the decisions and lose the admin.
Is AI resume screening biased?
It can be if it's built carelessly, for example by copying past hiring patterns. We score against job-related criteria you define, test outcomes across candidate groups, show the reasoning for every score and keep a recruiter in charge. Where NYC Local Law 144 applies, tools like this may need an independent bias audit.
Can AI automate client onboarding?
Yes, most of it. It sends document requests, reads and checks what clients upload, prepares engagement letters for signature and sets the client up in your systems. Your team reviews exceptions and approves the start of work.
Can AI write our proposals?
It can write the first draft. Proposal automation pulls from your templates, rate cards and similar past work, and a consultant reviews, edits and approves it before anything goes to a client.
Do we have to change our ATS or accounting software?
No. We automate around Bullhorn, Greenhouse, Lever, Workable, HubSpot, QuickBooks, Xero and similar tools through their APIs, so your team keeps the systems it knows.
How is client and candidate data protected in automated workflows?
Data is encrypted, access is limited by role and every action is logged. We design for GDPR and the UAE and Saudi PDPL, respect client confidentiality terms and can run the automation in your own cloud.
Where should a firm start with workflow automation?
With the one workflow that eats the most hours. That is usually CV screening for agencies, or document collection for consultancies and accounting firms. We automate that first, measure it, then extend.
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Let your experts approve, not assemble.
Pick the workflow that eats the most hours, whether it's CV screening, onboarding or proposals. We'll show you how it runs with your team approving the output.