Professional Services
AI for professional services firms
Accountants, bookkeepers, law firms, consultants, agencies and advisers.
Your week, today
Sound familiar?
Client intake means chasing the same documents again and again.
Billable hours get lost to email and admin.
Your team’s knowledge lives in people’s heads and old folders.
How AI fits
AI in a professional services business
Accounting, legal and consulting firms sell expertise, yet a large share of the week goes to intake forms, chasing documents and routine email.
AI takes on the repeatable parts: structured intake, document requests and reminders, sorting and drafting routine replies, and a private assistant that answers questions from your firm’s own documents, with a professional reviewing anything that goes out.
Where we’d usually start
- Smoother intake: online forms that fill your systems and request the right documents.
- Less email: inbox triage and draft replies for routine questions.
- Your knowledge on tap: an internal AI assistant grounded in your templates, policies and past work.
Where AI helps most
Our recommendations for professional services
Example
What this looks like for a small accounting firm
New clients complete an online intake form, required documents are requested and chased automatically, routine emails are drafted for approval, and staff can ask an internal AI assistant how the firm handled similar work before.
Common Questions
Frequently asked questions
How do you protect confidential client information?
We design access controls first, keep sensitive data in systems suited to it, and never send client data to tools that train on it. Confidentiality requirements are part of every assessment.
Can AI draft documents for us?
Yes, from your own templates and past work, with a professional reviewing everything before it goes out.
Can AI help us through busy season?
Yes. Automated reminders, document chasing and status updates cut the back-and-forth during peak periods, so your team can focus on the work itself.
What if our work is highly specialised?
That’s where custom tools help. We can build an assistant on your own knowledge and processes rather than relying on a generic chatbot.
Can clients upload documents securely?
Yes. Intake can include a secure upload step with automatic reminders for anything missing, so files don’t arrive scattered across email threads.
See where AI pays off in your business
A free assessment of how your business runs, and a written plan showing what to do first.
Free. No obligation. No tech knowledge needed.