Assess and Prioritize Agentic AI Use Cases in Professional Services Organizations

Determine when judgement-heavy workflows require agentic AI versus Gen AI, RPA, or redesign.
Understand where autonomy can be allowed and where human accountability must remain in workflows.
Confirm that use cases fit the firm’s economics, client expectations, and service model.

Our Advice

Critical Insight

In professional services, agentic AI is primarily a workflow governance decision, not just a technology decision.
The strongest use cases are grounded in real workflows, bounded by human review, and prioritized for business fit, delivery value, and firm readiness.
Firms create value when they replace isolated assessments with a consistent triage model that links workflow fit, autonomy guardrails, and proven business value.

Impact and Result

Teams gain a shared understanding of agentic AI concepts, vocabulary, and practical fit for professional services firms.
The work produces a structured set of safe, agentic use cases mapped to business capabilities and evaluated through business impact and implementation feasibility.
The final output is a scored, visually represented portfolio that supports confident, defensible prioritization and leadership decision-making.

Assess and Prioritize Agentic AI Use Cases in Professional Services Organizations Research & Tools

1. Assess and Prioritize Agentic AI Use Cases in Professional Services Organizations Storyboard – Determine where agentic AI fits within your firm, distinguish it from other automation tech, and prioritize the highest-value use cases.

This research gives members a practical, structured way to assess agentic AI through a professional services lens. It explains how to evaluate workflow fit, apply autonomy guardrails, connect use cases to business capabilities and value drivers, and move from scattered ideas to a defensible, prioritized portfolio. It also includes a long list of agentic use case examples, a triage model, and pilot-ready versus emerging use case views to help leadership teams make clearer investment and sequencing decisions.

2. Agentic AI Use Case Tool for Professional Services – Score and prioritize agentic AI use cases by comparing business value, implementation feasibility, agent role, and autonomy requirements.

This evaluation tool provides members with a repeatable process for turning agentic AI ideas into portfolio decisions. It helps teams define scoring criteria and assess use cases across business impact and implementation feasibility criteria. The result is a scored, visually prioritized set of opportunities that supports disciplined sequencing, clearer stakeholder alignment, and stronger readiness for pilot planning.

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What Is a Blueprint?

A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your IT problems.

Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.

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Get the help you need in this 3-phase advisory process. You'll receive 8 touchpoints with our researchers, all included in your membership.

Guided Implementation 1: Define & Anchor the Context

Call 1: Review the firm capability map/value streams.
Call 2: Identify domains and workflows where agentic AI may create value.

Guided Implementation 2: Identify & Assess Use Cases

Call 1: Review and finalize tool criterion and scoring model.
Call 2: Ideate a list of use cases aligned to agentic AI patterns.
Call 3: Evaluate use cases against safety criteria.
Call 4: Evaluate remaining criteria against agentic fit criteria.

Guided Implementation 3: Prioritize & Validate the Portfolio

Call 1: Complete tool with remaining use cases and refine scoring.
Call 2: Summarize results and plan next steps.

Author

Kassim Dossa

Contributors

Kevin Yengling, Director – IT & Security, Rehmann
Alan Segal, Chief Digital & Technology Officer, AMS
Andrea Voth, Associate Director, Business Application Solutions, Rehmann
Austin Greca, Manager – Data, Automation & Intelligence, Rehmann
Kyle Ireland, Head of AI Transformation, Axiom Law