Mavis for Agencies & Professional Services

Serve your clients faster with trusted AI

Mavis gives you access to all your templates, cases, guidelines and documents in a one-stop knowledge base that scales with you.

Mavis usage instructions in Slack

Agencies have their challenges with documentation


Can't find the right template

Teams waste billable hours recreating proposals, contracts, and project deliverables that already exist somewhere in the organization.

Scattered knowledge across platforms

Project insights live in Slack, client details hide in documents, templates sit in various drives, and procedures exist in different wikis—making nothing easy to find.

Same client questions, different day

Account managers repeatedly field identical questions about timelines, processes, and deliverables instead of focusing on high-value client work.

Knowledge trapped in key employees

Critical client history, project details, and specialized processes exist only in senior staff members' heads, creating risks when they're unavailable.

Mavis usage instructions in Slack

Handle incoming requests like you have an extra team member

Imagine having an additional team member with complete knowledge of your past cases, templates, procedures, and project status who is available 24/7 to answer questions and unblock you.

Key benefits for agencies and professional services

Instant template discovery

Mavis indexes all your proposals, contracts, and deliverables across every platform, making the right template searchable and accessible in seconds.


One search, all platforms

Stop jumping between Slack, Notion, and Google Drive—Mavis creates a single search that finds project knowledge wherever it lives.

Client FAQ on autopilot

Mavis generates answers to client inquiries, letting your team focus on high-value work that drives client satisfaction and growth.

Capture institutional knowledge

Mavis transforms the expertise in your senior staff's minds into accessible documentation, making it accessible to your entire team

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