AI for Professional Services
Put your firm's knowledge to work on every matter.
Law, accounting and consulting firms run on documents and know-how. AI drafts, reviews and finds answers, while your experts stay in charge.
Sound familiar?
- Hours spent drafting and reviewing routine documents
- Past work and expertise that is hard to find when it's needed
- Client intake and admin that pulls experts away from billable work
What we build
Agents that take the routine off your team.
Examples of what we build, shaped to your processes, your systems and your rules. Your team approves anything sensitive.
Drafting and review assistant
Prepares first drafts from your templates and precedents and highlights clauses or figures that need attention.
Firm knowledge assistant
Searches your documents, past matters and internal guides and answers with citations, respecting who can see what.
Client intake agent
Collects client details and documents, checks they're complete and sets up the matter in your systems.
Works with the tools you use
- Microsoft 365
- Google Workspace
- Document management
- Practice management
- CRM
- E-signature
Services involved
How we'd deliver it.
Let's find the first win for your firm.
Book a free 30-minute call. We'll look at your workflows and tell you honestly where AI would pay off first.