Solution 03
Less time chasing files. More time billing.
Pro-services teams — accounting, legal, financial advisory, audit — run on documents, deadlines, and institutional memory. Deskor connects all three so the work moves at the speed of the senior team's thinking.
The everyday friction
What teams hit before Deskor.
Documents scattered across tools
Engagement files in SharePoint, contracts in DocuSign, time entries in PracticeIgnition. Every answer is three apps away.
Client questions repeat
The same five questions across the portfolio. Senior staff answer them by hand because the institutional answer isn't surfaced anywhere.
Deliverable consistency
Engagement letters, audit reports, advisory memos — the firm has standards, but every partner customizes them.
Compliance and audit trail
Regulators want to see what was reviewed by whom and when. Most firms reconstruct that after the fact.
How Deskor maps
From friction to capability.
Cross-tool indexing
Knowledge HubOne search across SharePoint, contracts, time, billing, and policy.
Client Q&A agent
Agent StudioDrafts answers with cited firm guidance — partners review, not author.
Standard deliverable templates
Output StudioEngagement letters and reports generated to firm standard.
Audit log and policy guardrails
Governance & ModelsEvery action recorded. Policy violations flagged before they ship.
Featured agents and outputs
Featured agents
The agents we ship on day one.
- Engagement Letter Drafter
- Client Q&A Agent
- Compliance Reviewer
- Time Entry Summarizer
- Audit Memo Drafter
Sample outputs
What the team ships.
- Engagement letters
- Audit and advisory memos
- Client Q&A responses
- Practice management dashboards
- Internal training summaries
“Procurement loved the audit log and the model routing. Legal signed off in two weeks instead of three months.”
A regional professional services firm
10× faster procurement signoff