Professional services
AI automation for accountants, solicitors and consultants
Automate client intake, document chasing and inbox triage, in a way that respects confidentiality and the regulatory obligations your profession is held to.
Sound familiar?
Client onboarding means chasing documents, repeatedly, by hand
The inbox is the bottleneck for the whole firm
Compliance and ID checks are manual and easy to get wrong
Deadlines are tracked in someone's head or a spreadsheet
What we'd build for you
Client intake automation
Engagement letters, ID and compliance checks, document collection and the onboarding checklist, all sequenced and chased automatically until complete.
Document chasing
Clients are reminded for exactly what is outstanding, not a generic nag. This is usually where weeks disappear.
Inbox triage and drafting
Incoming mail summarised, categorised by urgency, with a suggested reply drafted for a professional to approve. The human stays accountable for what goes out.
Deadline tracking
Filing and matter deadlines tracked with escalating reminders, so nothing depends on somebody remembering.
Works with what you already run
We do not migrate you onto a new platform to suit us. We build on top of the software your team already knows.
The services this usually involves
Custom AI agents
Agents that do a job end to end, not a chatbot that deflects. Trained on your services, plugged into your tools.
💸Quotes & proposals
Turn an enquiry into a priced quote or on-brand proposal in minutes, then chase it automatically until they decide.
🧾Invoicing & chasing
Invoice the moment the job is done, and chase late payers politely and persistently so you do not have to.
Questions
How do you handle client confidentiality?
It is the constraint we design around first. We are explicit about which systems see what, we minimise what any AI component is given, and we can keep sensitive matter data inside your existing systems. See our security page for the detail.
Can AI draft advice?
It can draft routine correspondence for a qualified professional to review and approve. It does not give advice, and it does not send anything without a human. Your professional obligations do not change because a tool wrote the first draft.
Other sectors we work with
See what your professional services business could automate
Drop in your website. We'll read it and show you exactly what applies to you, with the hours and money attached.