At ClearPoint, we’re actively building our own internal workforce of digital coworkers to fundamentally reimagine how we operate. This initiative began with a clear goal: to eliminate “death by a thousand clicks.” We wanted to target the endless administrative tasks that create friction and bog down our teams. This has since emerged into a coordinated ecosystem of AI agents that are making our business faster, smarter, and more focused.
As a professional services company working across digital, technology and AI, our focus is always on delivering exceptional outcomes for our clients. Supporting this mission is our dedicated internal operations team. Guided by our internal Driving AI Native Everywhere (DANE) Programme and our ambition to be a 'Frontier Firm,' our operations teams ensure the entire organisation has the support it needs to do its best work every day. It was within this crucial internal framework that we saw a powerful opportunity for innovation.
Our AI journey started by targeting the repetitive processes that consumed our team’s time and energy. We wanted to free our team to focus on high-impact work, including strategy, creativity, and building strong client relationships. As ClearPoint Engagement Director Michelle Poulton noted in our recent podcast, "there is a lot of what we do in our general day to day which is fairly repetitive administrative tasks... you can spend a fair bit of your time doing that." We envisioned a future where our people handle the strategic work, while their AI counterparts manage the administrative heavy lifting.
A key objective is automating our Project Administration and Project Coordination activities. By doing so, we free up our Project and Delivery teams to spend more valuable time working directly with our clients. It is a goal shared across the business. "I want to make sure that I am maximising the time I can spend with clients on crucial activity to help drive their businesses forward," Michelle explained.
To achieve this, we have developed a suite of specialised AI agents, each with a defined, autonomous role:
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Our approach has not been to build one big agent. Instead we are building a collaborative ecosystem of "micro-agents," each with a specific skill set, that can work together to tackle complex tasks. This strategy creates a flexible and scalable internal AI workforce that can adapt to the changing needs of our business. As ClearPoint COO Paul Scott explains, "you have got to think of them as a team member. Just like any team member, there needs to be some management and supervision." This reflects the governance-led approach we see as critical for successful AI adoption, moving us toward becoming a "frontier firm" where humans act as "agent bosses".
The impact of this initiative has been profound, as shown by the savings made. Internal processes that were data-entry heavy are now completed faster, allowing our teams to spend more time with clients. We are catching errors before they become problems and gaining insights from our data that were previously out of reach. Most importantly, it ensures that our advice is grounded in our own reality. “We are using ourselves as our own test case in how we can leverage AI to move our business forward – both internally from an operations perspective, and how we go to market and help our clients on their own journey,” says Michelle. “That's really important for us as a business to not just say, but show as well.”
ClearPoint is strategically committed to becoming a Frontier Firm through our internal DANE Programme. This operates on a clear guiding principle: If AI can do it better or faster, it should be used as a default. This commitment ensures we deploy tooling, intelligent agents, and scalable capabilities to deliver transformative growth, and deliver best value and outcomes to our clients. "We get to spend more time with them, bring them more innovation, and help them with their problems," says Paul.
We are continuously exploring new ways to leverage AI in our internal operations and wider business, which in turn allows us to deliver even greater value to our clients. For us, this internal innovation is critical. "What it means for our clients is that we are reimagining the way that we work," Michelle said. "And we can help our clients on that same journey." The success of our internal AI workforce is not just an operational win. It is a testament to our commitment to innovation, not just in the solutions we deliver, but in how we run our own business.
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