A complete operating system for professional services
One platform to automate the work that cuts into billable hours
Respond to RFPs in hours, not days
- Ingests RFPs and extracts structured requirements
- Pulls from past proposals, case studies, and approved language
- Generates first-draft proposals for consultant review
Comprehensive prospect research on demand
- Aggregates company news, financials, and leadership changes
- Pulls relevant history from CRM and past engagements
- Updates automatically as new information emerges
Generate meeting prep briefs automatically
- Searches CRM, project files, and recent communications
- Surfaces open action items and project status
- Generates briefs automatically based on calendar
Capture billable hours from calendar data
- Extracts billable time from calendar and project data
- Identifies unbilled time across the team
- Outputs draft timesheets ready for approval
More ways to automate professional services workflows
Connects to the tools your team already uses
Meet the teams getting real AI wins
Secure, governed, and ready for enterprise
Frequently asked questions
Cassidy isn't a generic AI chatbot—it's a platform built for benefits operations. We combine no-code Workflows your team can build on with a dedicated solutions team that helps you design, implement, and optimize automations specific to your processes.
Teams use Cassidy to draft RFP responses, generate client research dossiers, prep for meetings, track time from calendar data, build QBR decks, and more.
Yes. Cassidy connects to your document storage—Google Drive, SharePoint, OneDrive, Box—and indexes your proposal library, case studies, methodology docs, and past deliverables. Agents pull from this Knowledge Base to generate drafts and find relevant work.
Cassidy syncs with your document storage and parses past proposals, deliverables, and methodologies. When consultants leave or roll off projects, the knowledge stays searchable and accessible to the rest of the team.
Yes. Cassidy connects to Salesforce, HubSpot, and other systems via native integrations or API. It also syncs with Google Drive, SharePoint, Outlook, Slack, and the tools your team uses daily.
Most teams stand up their first Workflows in days, not months. Our solutions team partners with you to identify high-impact use cases, build initial automations, and ensure your team sees value quickly.
Yes. Cassidy is SOC 2 Type II and GDPR compliant. Your data is encrypted in transit and at rest, never used to train AI models, and protected by role-based access controls and full audit logging.
Absolutely. Cassidy is no-code—if you can describe what you want to automate, you can build it. No IT tickets, no engineering dependencies.
Cassidy supports leading models from OpenAI, Anthropic, and Google. You can select the right model for each task, balancing accuracy, speed, and cost.
