Respond faster. Bill more. Without adding headcount.
AI that fits the way professional services firms work: drafting client communications, summarising meetings, tracking billable time, and handling the admin that eats your day.
Works with your existing practice management tools, CRM, and document systems. Deployed without disrupting client workflows.
96%
Faster client responses
8 hrs
Saved per team member/week
40%
Fewer routine tickets
0
Extra headcount required
AI that earns its keep in a professional services firm
Every tool is configured to your firm's workflows, tone, and client relationship standards.
Client email triage & drafting
AI reads incoming client emails, pulls relevant history, and drafts a response in your firm's tone, ready for staff to review and send in under 2 minutes.
Document drafting
Generate first drafts of proposals, engagement letters, reports, and advice documents from structured inputs. Lawyers and accountants edit, not start from scratch.
Meeting summaries & action items
AI transcribes and summarises client meetings, extracts action items, and logs them to your CRM, while you stay present in the conversation.
Billing & time capture
AI identifies billable activity from emails, calendar entries, and calls, surfacing time that would otherwise go uncaptured at month end.
Client onboarding automation
Automated welcome sequences, document collection checklists, and AML/KYC workflows that get new clients set up faster with less back-and-forth.
Knowledge base & precedent search
AI-powered search across your firm's documents, precedents, and policies, so staff find the right answer in seconds, not hours.
A low-disruption path to a more efficient firm
Most firms see measurable time savings within the first two weeks of deployment.
Workflow discovery
We identify where your team spends the most time on repetitive tasks: typically email, document drafting, billing, and onboarding.
Solution design
We design automations around your existing systems and work practices, no ripping anything out, no new platforms to learn.
Build & integrate
Connected to your practice management software, CRM, and document systems. Tested against real-world queries before go-live.
Staff training
Hands-on training so your team knows how to work alongside AI effectively, including how to review, edit, and approve AI-generated content.
Measure & optimise
We track time savings, response rates, and adoption, refining the system as your team's confidence grows.
Ready to impress clients and reclaim your week?
Book a free 30-minute call. No obligation, just an honest conversation about what's possible.