Who we work with
AI systems for accountancy, legal and consultancy practices
Professional practices run on the same cycle: take on the client, gather what you need, do the work, keep the client informed and get paid. We build AI that takes on everything around the professional judgement, so your people spend their hours on work you can bill.
Engagement letter signed and filedID and AML checks completeAutoAITechProfessional services
The problem
What slows professional services down
- Clients have to be chased again and again for records and documents.
- Every new client means an engagement letter, ID and AML checks.
- Time goes unrecorded, and bills go out late.
- Routine client questions interrupt the work all day.
7.1 hours
a week saved by accounting practices using AI, with most putting the time into advisory work
Where AI works
Everywhere AI works in a professional practice
From the engagement letter to the paid invoice.
- Engagement letters and section 150 notices drafted from intake details for approval
- ID and proof of address collected and checked, with gaps flagged for your AML officer
- Conflict and PEP pre-checks run against your client list, with any match left to a person
- Proposals and statements of work drafted from call notes and past work
- Clients chased for records on a schedule until everything has arrived
- Receipts, invoices and bank statements read and coded in Xero, Sage or Surf for checking
- Missing months, duplicates and odd transactions flagged before anyone opens the file
- First drafts of letters, notes and standard documents for professional review
- Long contracts and correspondence summarised in minutes
- Technical points rewritten in plain English for the client
- Routine questions answered from the file, with anything uncertain passed to you
- Status updates sent as each job or matter moves forward
- Management accounts commentary and progress reports drafted from the numbers
- Time entries built from email and calendar the same day
- Invoices raised and overdue fees chased politely
- Karbon, Keyhouse, LEAP or Clio kept current without retyping
- Referrals followed up so no introduction goes cold
AI drafts and prepares. Advice, judgement and sign-off stay with your professionals.
Bring your busiest month to the call
We will show you where your practice loses the most hours, from onboarding to billing, and what a system would carry.