AI for professional services firms: less paperwork, more billable hours.
For accounting, legal, consulting and agency firms: automated client intake, document processing and proposals, so your experts spend time on client work.
Intake is manual
New-client details are collected by email and retyped.
Documents everywhere
Reading, sorting and filing documents eats hours.
Proposals from scratch
Every proposal starts with a blank page.
What we build for firms.
Client intake automation
Online intake that creates clients and tasks automatically.
Document processing
AI extracts and files data from documents.
Proposal automation
Proposals generated from templates and client details.
Internal knowledge assistant
Answers from your procedures and templates.
Deadline reminders
Automated reminders for clients and staff.
Firm dashboard
Pipeline, workload and billing in one view.
From inquiry to onboarded client.
ILLUSTRATIVE WORKFLOW
A prospect fills in a smart intake form.
Details checked and a consultation booked.
Engagement documents and tasks created.
Progress and deadlines tracked automatically.
Questions firms ask us.
Is client data kept confidential?
Yes. We limit access, keep data in your systems where possible and agree handling rules in writing.
Can AI review documents for us?
AI can extract, summarise and organise documents. Professional judgment stays with your team.
Will it work with our practice software?
Many practice and document management tools can be connected. We confirm during scoping.
Win back your billable hours.
Book a 30-minute strategy call and we’ll show you exactly what we’d build first.