The challenge
The overhead isn't avoidable. But most of it is automatable.
Billable time lost to project administration
Status updates, meeting recaps, backlog grooming, action item tracking — all of it is necessary, none of it is billable, and most of it falls on your most expensive people. Senior PMs and BAs spend a significant portion of their week on coordination overhead that shouldn't require their judgment.
Project knowledge lives in inboxes and meeting recordings
Decisions, context, and tribal knowledge accumulate in Teams chats, email threads, and call recordings that nobody has time to synthesize. When a team member rolls off or a client escalates, the information is somewhere — but nobody can find it quickly.
Delivery quality depends too much on individual discipline
Proposal quality, status report consistency, and documentation standards vary by who's running the engagement. That inconsistency creates risk — both in client perception and in the ability to scale delivery without adding headcount.
Use cases
Where AI agents recover time and improve delivery consistency.
Production workflows we design and build on the Microsoft platform your firm already uses.
Every meeting produces a structured record — automatically
An agent integrated with Microsoft Teams that captures meeting content, extracts decisions and action items, assigns them to the right team members in Azure DevOps or Planner, and sends a structured summary without anyone having to take notes. Works across client meetings, internal standups, and stakeholder reviews.
This capability is also available as a packaged product through Aido — our AI agent built specifically for BA and PM workflows. Learn about Aido →
Stories, acceptance criteria, and priorities — drafted from the conversation
An agent that converts meeting notes, requirements discussions, and stakeholder feedback into structured backlog items in Azure DevOps — with acceptance criteria, priority scoring, and dependency flags. BAs review and approve; the agent handles the mechanical translation.
First drafts from a brief, not from a blank page
An agent that generates a structured proposal or SOW draft from an engagement brief, drawing from your historical engagements in SharePoint and your standard scope language. The BD team edits and positions; the agent removes the blank-page problem.
Engagement context available on demand — without digging through Teams
An agent that indexes your project documentation, meeting records, and decision logs in SharePoint and Teams, then answers questions from your team: "What did we decide about the integration approach?" "What's the current status of workstream 3?" Surfaces institutional knowledge without requiring a call.
Why CommonLogic
We build for how professional services firms actually work.
Native to the Microsoft tools your teams already use.
Your delivery teams live in Teams, Azure DevOps, and SharePoint. We build agents that surface inside those tools — not in a new platform your team has to adopt. Adoption is faster when the agent shows up where the work already happens.
Packaged product available for BA and PM workflows.
If your primary need is meeting intelligence, backlog automation, and BA/PM workflow support, Aido — our dedicated AI product for product managers and business analysts — may be the right starting point. Custom engagements and Aido are complementary, not competing.
Client data stays inside your Microsoft environment.
Client confidentiality is non-negotiable. Every agent we build runs inside your Azure tenant — no client data routes through external AI APIs. Your data governance obligations to clients are respected in the architecture, not addressed in a terms-of-service footnote.
How we engage
Where we typically start with professional services firms.
Every engagement begins with a clear problem. These are the services and products that apply most often in this industry.
Multi-Agent Workflow Design
For firms with a specific delivery workflow to automate — proposal generation, meeting intelligence, backlog management. We design the agent, wire it to your Microsoft environment, and deliver something your team uses from day one.
Learn more →Enterprise AI Strategy
For firms evaluating AI across their delivery model. We map the highest-value automation opportunities across your practice areas and produce a sequenced implementation roadmap.
Learn more →Aido — for BA and PM teams
If your primary focus is meeting intelligence, backlog automation, and sprint tracking, Aido is a packaged product built specifically for BA and PM workflows on the Microsoft stack.
Learn about Aido →Common questions
What professional services buyers ask before they engage.
If something isn't answered here, reach out — we respond quickly.
How does this handle client confidentiality?
+What's the difference between a custom engagement and Aido?
+Will this work with the project management tools we already use?
+How do we handle agents for multiple clients with separate data?
+Ready to recover the hours your team spends on delivery administration?
One working session is enough to identify the highest-value workflow to automate.
Scoped to the Microsoft tools your team already uses.