AI for Professional Services
Client intake, internal knowledge retrieval, and automation of recurring administrative work.
In professional firms, billable time is the constraint. We target the intake, research, and administrative steps that surround the work, so more of the day goes to the work itself.
What's included
Capabilities we build
Client intake
Structured qualification and conflict-relevant detail captured before the first meeting.
Internal retrieval
Precedents, templates, and prior matters searchable across the firm's own material.
Document drafting support
First drafts and summaries produced from your templates, always reviewed by a person.
Administrative automation
Scheduling, reminders, and file setup handled without partner or associate time.
Good fit when
Where this makes a difference
- Legal, accounting, and advisory practices
- Firms with substantial unbilled administrative load
- Teams where knowledge is concentrated in a few people
How we work
The engagement
01 — Discover
We map how the work happens today — the calls, the enquiries, the handoffs — and where the friction actually sits.
02 — Design
We define what gets automated, what stays with your team, and how the two pass work between them.
03 — Build
We implement against your tools and your data, testing on real scenarios before anything reaches a customer.
04 — Support
We stay involved after launch, refining behaviour and extending the system as the business changes.
Let's talk about how this would work in your business.
A straightforward conversation about your operation, your tools, and what's worth building first.