AI for professional services firms.
For lawyers, accountants, consultants, advisors, and other professional services businesses. Your time is the product , and AI can eliminate a significant portion of the time spent on intake, documents, research, and admin so you can spend more of it on the work that actually generates value.
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Client intake automation
An AI-powered intake flow that collects client information, qualifies new enquiries, gathers relevant background, answers common questions about your services and process, and routes the right leads to the right people , before the first call even happens.
Better-prepared first meetings. Less time on discovery that could be automated. More qualified leads reaching your team.
Document summarisation
AI that reads and summarises long documents, contracts, reports, submissions, and correspondence , extracting the key information, flagging relevant clauses, and producing a structured summary in seconds. No more reading entire documents from scratch when you only need the substance.
Significant time saved on document review. Faster preparation and turnaround. More hours recovered from reading-intensive work.
Proposal and scope generation
AI-assisted drafting of proposals, engagement letters, scope documents, and client communications. You brief the key details, the AI produces a well-structured draft , you review, adjust, and personalise. Consistently professional, produced in a fraction of the time.
Proposals out faster. More consistent quality and presentation. Less time on proposal administration.
Research and reporting workflows
AI that assists with research, information synthesis, and report drafting. Gather and summarise source material, identify relevant precedents or information, and produce structured drafts faster , with your team adding the professional judgement and final review.
Research done faster. Reports structured and drafted more quickly. More capacity for complex, high-value work.
Internal knowledge management
A private knowledge system trained on your firm's documents, precedents, templates, policies, and institutional knowledge. Team members find what they need immediately , instead of asking senior colleagues or searching through shared drives.
Faster access to firm knowledge. Less time spent searching. Better utilisation of existing precedents and templates.
Client communication workflows
Automated follow-up sequences for client onboarding, matter updates, outstanding information requests, and milestone communications. Consistent, professional client contact maintained without manual tracking across every active matter.
Clients kept better informed. Fewer complaints about communication. Follow-up happens consistently without relying on memory.