Professional Services
Win new clients without the cold call.
AI agents that help accounting, legal, and consulting firms develop business and nurture client relationships, without taking partners away from billable work.
Partners know how to sell. They just don't have time for it.
In professional services, the best business developers are the people doing the work: the partners, the directors, the principals. But their days are filled with client delivery, team management, and compliance. Business development gets squeezed into whatever time is left. Lineer gives partners an AI agent that handles the outreach and follow-up so they can focus on the conversations that matter.
Outreach that runs while partners deliver.
The Outreach Agent researches potential clients, understands their needs, and crafts personalised introductions on the partner's behalf. Partners review and approve in minutes, not hours.
Prospect: Sarah Chen — Acme Corp
Subject: Quick question about your AI infrastructure
Body: Hi Sarah, I noticed Acme recently expanded its AI division...
Subject: Re: Quick question about your AI infrastructure
Body: Hi Sarah, just following up on my previous email...
Existing clients never feel neglected.
The Nurture Agent monitors client relationships and sends timely follow-ups: relevant articles, check-ins, or meeting requests at the right moment. Clients feel looked after, and cross-sell opportunities surface naturally.
See every relationship across the practice.
AI Search and Chat give partners instant access to the firm's full relationship history. Ask who knows a particular company, what's been discussed with a prospect, or where a referral came from.
4 results found in 0.8s
AI-powered financial analytics platform. Raised $45M Series B in Q4 2025. 120 employees, based in San Francisco.
B2B payment infrastructure for embedded finance. Raised $32M Series B. Growing 3x YoY in transaction volume.
Machine learning for fraud detection in banking. Raised $28M Series B led by Sequoia. 85 employees.
White-label digital banking platform for credit unions. Series B at $22M. Key contact: VP Sales interested in CRM tools.
Built for firms where the partners sell.
Accounting firms
developing advisory relationships and winning audit and compliance work.
Law firms
nurturing referral networks and maintaining client relationships across practice areas.
Management consultancies
building pipeline alongside active engagements.
Advisory practices
staying in front of prospects during long decision cycles.
Business development that doesn't compete with billable hours.
Book a demo and see how Lineer works for professional services firms.
Book a Demo