Atlas for Professional Services

Atlas AI Assistant web part on laptop

Turn expertise into a scalable advantage

Professional services firms compete on expertise, yet that expertise is increasingly fragmented as firms grow, specialize, and adopt AI. 

Atlas turns dispersed information into a single, trusted, and governed knowledge layer. The result is faster delivery, reduced risk, and knowledge that scales with the firm.

  • ZS logo CP website
  • AlixPartners logo
  • Saffery logo
  • Abt Global logo
  • Saffery Champness logo CP website
  • ZS logo CP website
  • AlixPartners logo
  • Saffery logo
  • Abt Global logo
  • Saffery Champness logo CP website
Expertise Directory screen view mockup smaller

From everyday work to firm knowledge

Atlas is designed to support the way professional services firms actually work.

It gives firms a single, trusted knowledge layer in Microsoft 365 where consultants can quickly find reliable content, connect with experts, and use knowledge consistently, with strong governance and quality control.

It ensures that:

  • Expertise captured in client engagements becomes reusable firm knowledge
  • Context is preserved across sector, geography, and risk
  • Authority is explicit, not assumed
  • People and AI draw from the same trusted sources

All delivered directly in the flow of work.

Trusted by professional services to...

Find authoritative content faster, instantly

A single source of truth cuts search time by 30%, freeing teams to focus on client outcomes.

Improve collaboration across programs and regions

Breaking down organizational silos enabled expertise discovery and strengthened teamwork.

Strengthen consistency and quality of delivery

Improve consistency and delivery quality by reducing inefficiencies and enabling teams to reuse trusted content more effectively.

Screenshot of Atlas homepage for professional services sector

What makes Atlas stand out?

Built for expertise-led firms - Atlas is designed for environments where context, authority, and trust matter.

Authoritative by design - Atlas makes it explicit which knowledge is approved, current, and safe to reuse — for people and for AI.

AI-ready without added risk - Atlas ensures Copilot and other AI tools draw only from curated, governed knowledge, preserving context and provenance.

Works in the flow of work - Atlas operates natively across Teams, SharePoint, Outlook, and Copilot, driving adoption without changing how consultants work.

 

Why professional services firms use Atlas

AI has raised the stakes. Firms that invest in knowledge infrastructure gain leverage, resilience, and a defensible advantage.

One trusted knowledge layer across the firm

Atlas unifies knowledge across practices, regions, and systems, eliminating silos while preserving local ownership and accountability.

Knowledge delivered in context

Atlas surfaces relevant knowledge based on role, practice area, location, and engagement context, helping professionals apply the right insight at the right time.

Improve margin

When consultants can confidently reuse trusted knowledge, firms reduce duplication, accelerate onboarding, and improve utilization of senior expertise.

Governance without slowing delivery

Atlas gives teams the tools to govern knowledge at scale without becoming a bottleneck.

AI-ready knowledge for Copilot

Atlas structures and governs knowledge so Copilot and AI tools can surface accurate, contextual, and permission-trimmed answers.

Collaborate externally

Atlas enables easy and secure external collaboration with clients and partners for smooth information exchange.

What our customers say

  • With Atlas, we’re thrilled to rapidly embrace the next big innovations, such as generative AI solutions, enabling us to dynamically engage with our content and quickly produce materials like proposals. This will help us accelerate our progress and drive forward momentum."

    Chiedu Ozuzu
    Director of Knowledge Management at ABT GLOBAL

    Read success stories
    Chiedu Ozuzu ABT
  • We have been hugely impressed with what we have been able to deliver to our tax users through the implementation of the technology and we are confident that all the big goals we have set, will be achieved.

    Stuart Tait
    Partner and Chief Technology Officer, Tax & Legal at KPMG

    Read success stories
    Anonymous Testimonial logo yellow

FAQs

What is a knowledge management platform for professional services firms?

A knowledge management platform designed for professional services turns siloed content and everyday work into trusted, AI-ready knowledge. Professional services firms create vast amounts of knowledge in proposals, deliverables, methodologies, and client engagements. By operationalizing this knowledge at scale, Atlas improves discoverability, consistency, and quality of work, while giving AI tools like Microsoft Copilot a more precise, governed, and contextual foundation.

How does Atlas improve productivity in professional services firms?

Atlas provides quick access to reliable knowledge across systems for both people and AI, reducing non-billable time spent searching for information. Professionals can focus on delivering value, while AI tools like Microsoft Copilot benefit from a more accurate, well-governed, and contextual knowledge base.

How does Atlas help consultants and teams reuse knowledge?

Atlas captures, structures, and connects knowledge from past projects and ongoing work, making it easy to reuse proven frameworks, proposals, insights, and client deliverables across teams and engagements.

How is Atlas different from traditional intranet or collaboration tools?

Traditional tools focus on communication and document storage, while Atlas transforms fragmented content into structured, governed knowledge that can be accessed in context and used effectively by both people and AI systems.

How does Atlas support Microsoft Copilot and enterprise AI?

Atlas ensures AI tools like Microsoft Copilot work from validated, structured knowledge. This improves the accuracy, relevance, and trustworthiness of AI-generated insights across the organization.

What challenges does Atlas solve for professional services firms?

Atlas addresses key challenges such as:

  • reinventing deliverables
  • inconsistent methodologies
  • knowledge silos across teams and systems
  • difficulty finding relevant expertise and content
  • inconsistent knowledge reuse
  • lack of governance and control

By unifying and structuring knowledge, it creates a single source of truth for the organization.

How does Atlas integrate with existing tools and systems?

Atlas is built natively within Microsoft 365 and integrates with tools like SharePoint, Teams, Outlook, CRM systems, and other business applications, enabling seamless access to knowledge in the flow of work.

What are the benefits of an AI-ready knowledge platform for professional services?

An AI-ready knowledge platform enables firms to deliver faster, more consistent work, improve client outcomes, enhance collaboration, and unlock the full value of AI by ensuring it operates on trusted, structured knowledge.

KIMRA Generative AI Research Report

Download the report for an in-depth look at AI adoption across the knowledge and information management, research, and analysis community.

KIMRA Generative AI Research Report thumbnail

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.