Know your clients like never before

Know your clients like never before

Backed by internal data and market signals, our AI agents track every detail, anticipate needs, and surface insights before you ask.

Backed by internal data and market signals, our AI agents track every detail, anticipate needs, and surface insights before you ask.

Shaped by humans. Scaled by agents.

Always Up-to-Date

Real-time client intelligence

Your AI agents track earnings calls, market news, internal updates, and more, scanning 100+ sources to surface what’s new, what’s changing, and what’s worth your attention. They flag emerging risks, highlight patterns, and bring opportunities into focus to give you and your clients first-mover advantage.

Dedicated Client Workspace

Data unified in a single knowledge base

Every conversation, document, and data point is connected to the relevant client from a single source of truth. No more digging through inboxes or folders to get the full picture. Your agent does the sorting for you, understanding what matters, where it belongs, and when it’s needed.

Client Context

Seamless context switching

Move between clients without losing momentum. Your agents move with you, shifting focus as you do. They understand which client you’re focused on, and apply the right context and brand voice automatically.

Built for how you work

Onboard your team and your agents faster

Slash ramp-up time by 70% with instant access to deep client intelligence and competitor insights. You can fully brief your agents in a matter of days.

Onboard your team and your agents faster

Empower your Suits AI agent to fully understand clients by analyzing 100+ data sources in real-time.

Onboard your team and your agents faster

Empower your Suits AI agent to fully understand clients by analyzing 100+ data sources in real-time.

Onboard your team and your agents faster

Empower your Suits AI agent to fully understand clients by analyzing 100+ data sources in real-time.

Improve results with every interaction

Every client conversation teaches your agent something new, improving answers, sharpening recommendations, and making each interaction smarter than the last.

Improve results with every interaction

Every client conversation teaches your agent something new, improving answers, sharpening recommendations, and making each interaction smarter than the last.

Improve results with every interaction

Every client conversation teaches your agent something new, improving answers, sharpening recommendations, and making each interaction smarter than the last.

Improve results with every interaction

Every client conversation teaches your agent something new, improving answers, sharpening recommendations, and making each interaction smarter than the last.

Team with agents that speak "client" fluently

From backchannel threads to boardroom decks, your agents are fluent in every nuance of your client relationships. They maintain the big picture and recall the little things.

Team with agents that speak "client" fluently

From backchannel threads to boardroom decks, your agents are fluent in every nuance of your client relationships. They maintain the big picture and recall the little things.

Team with agents that speak "client" fluently

From backchannel threads to boardroom decks, your agents are fluent in every nuance of your client relationships. They maintain the big picture and recall the little things.

Team with agents that speak "client" fluently

From backchannel threads to boardroom decks, your agents are fluent in every nuance of your client relationships. They maintain the big picture and recall the little things.

Frequently asked questions

What exactly is an AI agent?

An AI agent is your digital team member that understands your firm's expertise and handles specific tasks seamlessly. Unlike basic chatbots, these agents learn from your methods, client data, and industry knowledge to deliver work that meets your standards consistently.

How can Suits benefit my organization?

Suits.ai automates time-consuming research tasks, gathering insights from 100+ data sources. It streamlines client development with tailored proposals and presentations while accelerating deliverables like reports and strategic documents. The platform scales your proven processes across teams and supports client relationships with 24/7 insights.

What makes Suits different from other AI platforms?

Suits.ai is built specifically for professional services, not as a generic tool. It focuses on improving client relationships while keeping your methodologies proprietary yet scalable. You can create subscription-based AI agents for new revenue streams. Our multi-model approach automatically picks the best AI for each task.

How does the AI agent’s knowledge base improve over time?

Your documented expertise becomes a dynamic resource that learns from your processes, client needs, and workflows. It continuously improves through feedback and usage, creating an adaptable system that grows smarter with every interaction.

What’s the difference between agents and workflows?

Agents are AI-powered specialists handling specific tasks or providing ongoing support, like having a research analyst available anytime. Workflows automate entire processes based on your established practices, ensuring consistency in complex tasks like proposal generation or client onboarding.

Why does Suits use multiple AI models?

Different tasks need different expertise. Just as you wouldn't use one tool for every job, we don't rely on a single AI model. Suits dynamically selects the ideal model for data analysis, content creation, or strategic advice, ensuring top performance every time.

How secure is my data?

We prioritize security at every level. Built on Google Cloud Platform with enterprise-grade protection, including agreements with OpenAI and Anthropic. Your data never trains external models. We're SOC 2 Type 2 certified with SSO support and full encryption.

How does Suits handle my data?

Your data powers your AI agent while staying completely secure. We analyze your firm's documents, processes, and client history to build customized intelligence. Integration with Google Drive or SharePoint provides real-time updates. Each firm's data remains completely separate and protected.

Frequently asked questions

What exactly is an AI agent?

An AI agent is your digital team member that understands your firm's expertise and handles specific tasks seamlessly. Unlike basic chatbots, these agents learn from your methods, client data, and industry knowledge to deliver work that meets your standards consistently.

How can Suits benefit my organization?

Suits.ai automates time-consuming research tasks, gathering insights from 100+ data sources. It streamlines client development with tailored proposals and presentations while accelerating deliverables like reports and strategic documents. The platform scales your proven processes across teams and supports client relationships with 24/7 insights.

What makes Suits different from other AI platforms?

Suits.ai is built specifically for professional services, not as a generic tool. It focuses on improving client relationships while keeping your methodologies proprietary yet scalable. You can create subscription-based AI agents for new revenue streams. Our multi-model approach automatically picks the best AI for each task.

How does the AI agent’s knowledge base improve over time?

Your documented expertise becomes a dynamic resource that learns from your processes, client needs, and workflows. It continuously improves through feedback and usage, creating an adaptable system that grows smarter with every interaction.

What’s the difference between agents and workflows?

Agents are AI-powered specialists handling specific tasks or providing ongoing support, like having a research analyst available anytime. Workflows automate entire processes based on your established practices, ensuring consistency in complex tasks like proposal generation or client onboarding.

Why does Suits use multiple AI models?

Different tasks need different expertise. Just as you wouldn't use one tool for every job, we don't rely on a single AI model. Suits dynamically selects the ideal model for data analysis, content creation, or strategic advice, ensuring top performance every time.

How secure is my data?

We prioritize security at every level. Built on Google Cloud Platform with enterprise-grade protection, including agreements with OpenAI and Anthropic. Your data never trains external models. We're SOC 2 Type 2 certified with SSO support and full encryption.

How does Suits handle my data?

Your data powers your AI agent while staying completely secure. We analyze your firm's documents, processes, and client history to build customized intelligence. Integration with Google Drive or SharePoint provides real-time updates. Each firm's data remains completely separate and protected.

Frequently asked questions

What exactly is an AI agent?

An AI agent is your digital team member that understands your firm's expertise and handles specific tasks seamlessly. Unlike basic chatbots, these agents learn from your methods, client data, and industry knowledge to deliver work that meets your standards consistently.

How can Suits benefit my organization?

Suits.ai automates time-consuming research tasks, gathering insights from 100+ data sources. It streamlines client development with tailored proposals and presentations while accelerating deliverables like reports and strategic documents. The platform scales your proven processes across teams and supports client relationships with 24/7 insights.

What makes Suits different from other AI platforms?

Suits.ai is built specifically for professional services, not as a generic tool. It focuses on improving client relationships while keeping your methodologies proprietary yet scalable. You can create subscription-based AI agents for new revenue streams. Our multi-model approach automatically picks the best AI for each task.

How does the AI agent’s knowledge base improve over time?

Your documented expertise becomes a dynamic resource that learns from your processes, client needs, and workflows. It continuously improves through feedback and usage, creating an adaptable system that grows smarter with every interaction.

What’s the difference between agents and workflows?

Agents are AI-powered specialists handling specific tasks or providing ongoing support, like having a research analyst available anytime. Workflows automate entire processes based on your established practices, ensuring consistency in complex tasks like proposal generation or client onboarding.

Why does Suits use multiple AI models?

Different tasks need different expertise. Just as you wouldn't use one tool for every job, we don't rely on a single AI model. Suits dynamically selects the ideal model for data analysis, content creation, or strategic advice, ensuring top performance every time.

How secure is my data?

We prioritize security at every level. Built on Google Cloud Platform with enterprise-grade protection, including agreements with OpenAI and Anthropic. Your data never trains external models. We're SOC 2 Type 2 certified with SSO support and full encryption.

How does Suits handle my data?

Your data powers your AI agent while staying completely secure. We analyze your firm's documents, processes, and client history to build customized intelligence. Integration with Google Drive or SharePoint provides real-time updates. Each firm's data remains completely separate and protected.

Frequently asked questions

What exactly is an AI agent?

An AI agent is your digital team member that understands your firm's expertise and handles specific tasks seamlessly. Unlike basic chatbots, these agents learn from your methods, client data, and industry knowledge to deliver work that meets your standards consistently.

How can Suits benefit my organization?

Suits.ai automates time-consuming research tasks, gathering insights from 100+ data sources. It streamlines client development with tailored proposals and presentations while accelerating deliverables like reports and strategic documents. The platform scales your proven processes across teams and supports client relationships with 24/7 insights.

What makes Suits different from other AI platforms?

Suits.ai is built specifically for professional services, not as a generic tool. It focuses on improving client relationships while keeping your methodologies proprietary yet scalable. You can create subscription-based AI agents for new revenue streams. Our multi-model approach automatically picks the best AI for each task.

How does the AI agent’s knowledge base improve over time?

Your documented expertise becomes a dynamic resource that learns from your processes, client needs, and workflows. It continuously improves through feedback and usage, creating an adaptable system that grows smarter with every interaction.

What’s the difference between agents and workflows?

Agents are AI-powered specialists handling specific tasks or providing ongoing support, like having a research analyst available anytime. Workflows automate entire processes based on your established practices, ensuring consistency in complex tasks like proposal generation or client onboarding.

Why does Suits use multiple AI models?

Different tasks need different expertise. Just as you wouldn't use one tool for every job, we don't rely on a single AI model. Suits dynamically selects the ideal model for data analysis, content creation, or strategic advice, ensuring top performance every time.

How secure is my data?

We prioritize security at every level. Built on Google Cloud Platform with enterprise-grade protection, including agreements with OpenAI and Anthropic. Your data never trains external models. We're SOC 2 Type 2 certified with SSO support and full encryption.

How does Suits handle my data?

Your data powers your AI agent while staying completely secure. We analyze your firm's documents, processes, and client history to build customized intelligence. Integration with Google Drive or SharePoint provides real-time updates. Each firm's data remains completely separate and protected.