PlanSUp to 5 people
Storage25 GBfiles and history
$199per month$1,999per year, paid upfront
The modern platform for executive-search, advisory and consulting firms
AI agents for professional services firms, in one workspace with your team.
Agents do the work around the client work: research, first drafts, follow-ups, meeting notes and the CRM. Anything that leaves the firm waits for a person’s yes. Start with one recurring task, at “ask first”, for 30 days.
Find your firm in the tableWhich agent first? 4 questions
Get Pitstop for your firmA sample morning of agent requests. The live approval demo is in section 04.
| Time | Agent | What leaves, and to whom | Status |
|---|---|---|---|
| 09:12 | Sourcing | First message to a CFO candidate | Awaiting yes |
| 09:14 | Memo | Board note for the client | Hold |
| 09:20 | Scout | Ranked longlist, for the partner | Cleared |
| 09:31 | Minutes | Meeting recap, for the team | Cleared |
| 09:40 | Content | LinkedIn post, under the firm’s name | Awaiting yes |
AI agents for professional services firms, firm by firm.
Which agent to start with, what it prepares and who says yes, for each kind of firm.
| Firm | First agent to try | What it prepares | Who says yes | Level |
|---|---|---|---|---|
| Executive search | Sourcing and first approach | A ranked longlist overnight, a short personal message per candidate, the next follow-up. | The consultant, for every approach. GDPR Article 14 applies from the first contact. | L2 · ask first |
| Consulting and strategy boutiques | Research and meeting briefs | Company and market briefs with their sources, the brief before a client meeting, the recap with decisions. | The engagement partner, before anything reaches the client. | L3 inside · L2 to the client |
| M&A and corporate finance advisory | Target screening | A list of targets with the reason each one fits, the first outreach draft, the Q&A log. | The partner, for every outreach: a leak can kill the deal. | L2 · ask first |
| Accounting firms | Client follow-up | Reminders for missing documents, the monthly client update, notes on what changed since last month. | The accountant, for figures and anything filed. | L3 inside · L2 to the client |
| Law firms | Intake and first drafts | Intake summaries, first drafts from the firm’s own templates, the list of deadlines. | A lawyer, for every document and message, because privilege is at stake. | L1 · suggest |
| Every firm: business development | Content and follow-ups | Posts, newsletters and follow-ups in the firm’s voice, from the firm’s notes. | A partner, before anything is published. | L2 · ask first |
Pitstop is built for search, advisory and consulting firms of 5 to 50 people. Law and accounting firms follow the same pattern; check your professional body’s rules on client confidentiality first.
Your row, in four questions
The table above, personalised: your first agent, its level, and what to add from week 4.
Where the yes sits
- The firm’s filesMandates, notes, CRM, know-how
- The agent preparesResearch, drafts, follow-ups, briefs
- Stays inside the firmL3: it acts, then reports in the journal
- Leaves the firmL2: it stops at a pit stop
- A person says yesOn the exact text, fingerprinted
- Client or candidateReceives what was approved, nothing else
What is different in a professional services firm
- Confidentiality. 34% of professionals use AI tools their organization has not approved (Thomson Reuters, Future of Professionals 2026, 1,800+ professionals in 60+ countries). Client files end up in personal chats. Agents should run on the firm’s accounts and the firm’s records.
- Accountability. When a message reaches a client, the firm has to show who approved it and that what went out is what was reviewed. A yes in a chat proves neither.
- The billable hour. Drafting gets faster. Decide early whether the saved hours go to more mandates or to fixed fees, or the agent shrinks the invoice instead of growing the firm.
- Clients already expect it. 78% of corporate clients see AI-enabled quality as essential from their providers, and 6% say their providers deliver it. Where firms have a clear AI strategy, 66% say AI meets or beats expectations, against 22% without one (same survey).
Your 30-day pilot, and what it costs
One task, one person who approves it, four weeks. The AI underneath stays on the accounts you pay for today.
A 30-day pilot, week by week
- Week 1. Pick one recurring task and the person who approves it. Connect the agent at L1, suggest only, on real files.
- Week 2. Move it to L2, ask first. Every external send waits for a yes; internal drafts land in the journal.
- Week 3. Count what was approved as is, edited or refused, and the hours of drafting the team stopped doing.
- Week 4. Decide: keep it, widen it to a second task, or stop. Move internal work to L3 only where the edit rate is low.
What to count during the pilot
- Approved as is, edited, refused. The edit rate tells you when internal work can move to L3.
- Hours of drafting the team stopped doing. Ask each person once a week; a rough number is enough.
- The result the task exists for. Replies and meetings for outreach, preparation time for briefs, documents received for follow-ups.
What the AI underneath costs
| Tool | Price per person | What it is for in the firm |
|---|---|---|
| Claude Team, standard seat | $25 a month, or $20 billed yearly | The model your agents and people use every day. |
| Claude Team, premium seat | $125 a month, or $100 billed yearly | Heavier use: long research, large documents. |
| Microsoft 365 Copilot Business | $25.20 a month, or $21 billed yearly ($18 on the current offer) | AI inside Word, Excel, Outlook and Teams. |
| Pitstop | Per firm, not per person: $199 to $999 a month, everyone included | The shared workspace and the yes. Your agents keep running on the accounts above. |
Official price pages, checked on 11 October 2026, before tax. For 15 people on Claude Team standard seats billed monthly, the AI costs $375 a month; Pitstop M covers the same 15 people for $499.
What it gave in one firm, and how a yes is checked
A two-partner executive search firm: the agent contacted 755 executives in three months, 24% replied, 139 qualified meetings were booked and 90 held, and no message left without a partner’s approval. Source: AI Jungle’s published client case, with the partner’s verified review (welcometotheaijungle.com/network). Watch below: as you scroll, one word changes and the approval stops counting.
Claire, your work on the Rhône-Alpes warehouse network caught my attention. One of our clients is building the same thing at a larger scale and is looking for its next CFO. Open to a 15-minute call this week?
Approved
Now
Watch: as you scroll, one word changes and the yes stops counting.
Every yes leaves a trace you can check.
Who asked, who decided, what and when, in a hash-chained journal. Edit any line of the journal, then verify it: the chain breaks at the line you touched. Export to CSV or JSON.
Firm journal · exampleSHA-256
Checked in your browser, line by line.
| Time | Journal line | Hash | Check |
|---|---|---|---|
········ | |||
········ | |||
········ | |||
········ | |||
········ |
Computed in your browser with SHA-256. Change any line, then verify.
The control covers what your agents route through Pitstop. Approve from one inbox on laptop or phone, or send a client a one-time link. See a pit stop step by step
Agents with a desk, a role and limits.
Most firms added AI one personal chat at a time, cut off from the mandate and the client history. Pitstop puts your people and your agents on the same records.
Bring the agents you already use. Agents in ChatGPT, Claude or Codex connect to Pitstop once, with a standard sign-in. They read the firm’s notes and ask before anything leaves. Their access lets them ask, never approve.
Or get agents built for your firm. AI Jungle builds and runs dedicated agents for each area: one for the CRM, one for content, one for research. They work inside Pitstop, on your records.
We run agents for executive-search and business-development firms every day. Pitstop is the workspace we built to do it, on our own servers in Germany.
Every agent has a level
Everything the firm runs on, shared by your people and your agents.
Nine areas, one record for everyone
Nine areas in production, on the same records for everyone. Pick one to see who does what.
What your team does
See priorities, deadlines and what is waiting for a decision.
Where agents help
Agents prepare the morning’s work and flag what needs you.
What your team does
Run mandates and missions: tasks, owners, deadlines, board view.
Where agents help
Agents draft the next steps and keep the board current.
What your team does
Track companies, opportunities, relationships and follow-ups.
Where agents help
Agents suggest who to contact and prepare the follow-up.
What your team does
Prepare each meeting with a brief, questions and talking points; keep notes and transcripts with the meeting.
Where agents help
Agents write the brief and turn notes into decisions and follow-ups.
Notes and transcripts stay with the meeting they belong to, where the team and the agents both read them.
What your team does
Plan posts and newsletters on a calendar.
Where agents help
Agents draft; a partner approves before anything is published.
What your team does
Keep the firm’s know-how, references and templates.
Where agents help
Agents read it, so they write like the firm.
What your team does
Collect market watch, sources and company research.
Where agents help
Agents run the research and cite their sources.
What your team does
Follow income, expenses and due dates.
Where agents help
Agents keep the numbers up to date.
What your team does
Approve, edit or refuse what agents want to send, on laptop or phone.
Where agents help
Agents ask here before anything leaves.
A client can approve through a one-time link, without an account.
One price per firm. Everyone included.
Most AI tools charge per seat. A Pitstop plan covers the whole firm, from partners to assistants, and follows its size: S up to 5 people, M from 6 to 15, L from 16. Adding a colleague inside your plan costs nothing.
Plans per firm, by size · Whole firm
PlanM6 to 15 people
Storage100 GBfiles and history
$499per month$4,999per year, paid upfront
PlanL16 people or more
Storage500 GBfiles and history
$999per month$9,999per year, paid upfront
Every plan includes
- The nine workspace areas, for the whole firm
- Pit stops, autonomy levels and a journal where any edit shows
- One-time approval links for clients
- Roles and invitations
- Hosting in Germany (EU)
Choose a plan and we email you within 2 business days to set up your firm’s workspace with you, then we switch your plan on. Firms based in Europe pay in euros, firms elsewhere in US dollars, with the same figures.
Other ways to start
Free for one person, with 30 days of history, ready in one minute in Claude or ChatGPT: Pitstop Free, $0 Start free
Lifetime L, for the first 55 firms: $9,999 once Reserve
AI usage stays on your own ChatGPT, Claude or Codex account; heavier jobs run inside Pitstop use Pit Lane credits. Compare the plans in detail
Questions firms ask us
About the workspace
What do AI agents do in a professional services firm?
The work around the client work: research and briefs, first drafts, follow-ups, meeting notes and the CRM. A person approves anything that leaves the firm.
How should a firm start with AI agents?
With one recurring task, one person who approves it, and 30 days at L2, ask first. Then count what was approved, edited or refused before widening.
Does Pitstop replace our CRM or ATS?
For a firm of 5 to 50, Pitstop covers the essentials in one place: companies, opportunities, follow-ups, projects and boards. If you run a dedicated ATS, keep it; your team and agents work in Pitstop around it.
Do our agents have to move?
No. Agents in ChatGPT, Claude or Codex connect to Pitstop through MCP. Agents built by AI Jungle work inside Pitstop directly.
What is connected today?
Your agents in ChatGPT, Claude or Codex, through MCP with a standard OAuth sign-in. Meeting notes and transcripts go into the meeting they belong to, and the agents work from there.
Where is our data?
On AI Jungle’s own servers in Germany (EU).
Do you build the agents too?
Yes, through AI Jungle’s agency, starting with a Diagnostic.
About pit stops and plans
Can an agent approve its own request?
No. An agent’s access lets it ask for approvals and read their status. It cannot approve, edit or refuse.
What happens if someone edits the text after I approve it?
The fingerprint no longer matches, so the approval stops counting. The agent has to ask again.
Does every action need a yes?
No. Internal tasks can run at L3 and land in the journal. Only what leaves the firm waits for a person.
Do we pay per user?
No. A paid plan covers the whole firm, and the firm’s size sets the plan. The free plugin covers one person.
We paid. What happens next?
We email you within 2 business days and set up your firm’s workspace with you.
Who connects our agents to Pitstop?
We do, with you, while we set up your firm’s workspace: once per agent, with a standard sign-in.