Flash AI Connect for

Professional Services

Win clients, explain your fees and stay visible, with AI for consultants, agencies and accountants.

Get started See the tools
  • Monthly AI credits in every plan
  • Cancel anytime from Billing
  • Runs in your web browser

Set up for: Consulting · Agency · Accounting

AI AssistantSample

Starter prompts the app suggests for Professional Services:

  • Draft a client intake email
  • Write a short LinkedIn post about our services
  • Ideas to get more referrals

Each message uses about 1–2 AI credits. The assistant drafts; you decide what is sent.

How Flash AI Connect helps Professional Services

Live works today with the AI assistant. Rolling out needs a module that is being connected during the private preview.

  • Client intake

    Live

    Draft a clear client intake email that explains next steps.

  • LinkedIn presence

    Live

    Write a short LinkedIn post about your services or a recent insight.

  • More referrals

    Live

    Get ideas to earn more referrals from past clients and partners.

  • Explaining fees

    Live

    Summarize how to explain your fees clearly and confidently.

  • Clients and projects

    Rolling out

    Track clients, proposals and meetings, with AI recap notes.

The tools and tabs that matter for you

The modules a Professional Services workspace leans on, with their status in the app today.

  • AI Assistant

    Live

    Intake emails, posts, proposals and fee explanations.

    Chat with an assistant that knows your business name and industry, drafts for your approval and shows the credits each answer used.

  • Content & ads studio

    Rolling out

    Articles, emails and proposals.

    A dedicated studio for posts, ads and emails. Until it arrives, the AI Assistant already drafts all of these in chat.

  • CRM & leads

    Rolling out

    Clients and proposals.

    Contacts, leads, deals and follow-ups in one place.

  • Email, calendar & meetings

    Rolling out

    Meetings with AI recap notes.

    Gmail, Google Calendar or Outlook, plus meeting recordings with AI recap notes.

  • Automations

    Rolling out

    Routine follow-ups.

    Routine AI workflows on a schedule or a trigger.

  • Team, brands & locations

    Rolling out

    Your team and roles.

    Invite teammates and run several brands or locations from one account.

  • Billing & AI credits

    Live

    Pick or change your plan, see your credit balance and top up. Checkout runs on Stripe.

  • Settings & themes

    Live

    Your business profile, theme, accent color and logos. Bot-protected, email-verified sign-in.

Example workflows

Sample step-by-step flows. Steps marked rolling out arrive as those modules are connected.

Sample

Onboard a new client

  1. Ask the AI Assistant to draft an intake email
  2. Add your process and timelines
  3. Send it, then log the client in the CRM Rolling out
Sample

Recap a client meeting

  1. Record the meeting in Meetings Rolling out
  2. Get AI recap notes and action items
  3. Ask the assistant to draft the follow-up email

You stay in control

What the owner can set, switch and protect, and what is still rolling out.

Client work stays in your own workspace, separate from every other business on the platform.

Settings

  • Business profileLive

    Your business name and industry, which the AI assistant uses for context.

  • Plan, billing & creditsLive

    Change or cancel your plan, see your credit balance and buy top-ups. No overage charges unless you turn on auto top-up yourself.

Roles & permissions

  • Owner accountLive

    Every account belongs to one business, and the owner manages its plan and settings.

  • Team rolesRolling out

    Invite teammates and give each person the right role and access.

Customization

  • ThemeLive

    Dark, black-and-white or light.

  • Logo & accent colorLive

    Add your logos and set your accent color so the app looks like your brand.

Data & privacy

  • Tenant isolationLive

    Each business’s data is kept separate in the database, and AI provider keys stay on our servers.

  • Bot protection & verified emailLive

    Cloudflare Turnstile on sign-in, sign-up and reset, and email confirmation for new accounts.

  • Two-factor sign-inRolling out

    Authenticator-app codes at sign-in. Required for platform admins; self-service setup for customer accounts is rolling out.

  • Export & deleteRolling out

    Self-service export of your data and account deletion.

On/off toggles

  • AI drafts, you decideLive

    The assistant only drafts. Nothing is posted, sent, paid or deleted without you.

  • Module & AI feature switchesRolling out

    Turn modules and individual AI features on or off for your business.

Professional Services questions

Who is this for?

Consultants, agencies and accounting firms.

Can it record my meetings?

Meeting recordings with AI recap notes are rolling out during the private preview.

Try Flash AI Connect for Professional Services

Plans start at $49 a month, with AI credits included every month.

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