INDProfessional services
Software and AI for law firms, accountants and consultancies
Professional services firms sell expertise by the hour, so time lost to intake, document handling and chasing comes straight off the bottom line. We build intake automation, document extraction, knowledge assistants over precedents and procedures, and integrations with practice management systems, all designed for client confidentiality.
IND.1
Typical use cases
- Client intake
- Enquiries triaged, conflict-check data gathered and matters opened without re-keying.
- Document extraction
- Key fields pulled from engagement letters, statements and forms for review.
- Internal knowledge
- An assistant over procedures and precedents, answering with citations.
- Chasing
- Automatic, polite reminders for missing documents and information.
IND.2
What needs extra care
- Client confidentiality and privilege
- Regulator expectations (for example SRA or ICAEW guidance) on use of AI
- Data residency and supplier terms on model training
IND.3
Relevant services
- 02AI automationAutomate repetitive admin with AI: sorting emails, processing documents, updating systems and drafting replies, with a person in the loop where it matters.
- 02Knowledge assistantsA private assistant that answers questions from your own documents, policies and records, with citations back to the source, and respects who can see what.
- 01API development and integrationAPIs and integrations that connect your CRM, accounts, booking and line-of-business systems, so data is entered once and moves on its own.
- 02AI governance and UK GDPRPractical AI governance for UK businesses: AI use policies, DPIAs, supplier checks and the Data (Use and Access) Act 2025 rules on automated decisions.
IND.4
Questions
Can AI be used safely on client documents?
With the right controls: providers that do not train on your data, UK or self-hosted processing where needed, permission-aware access, and a person reviewing outputs before they reach a client.
T+99Next step
Talk it through with us
A free 30-minute first chat, with no obligation. Tell us what is getting in the way; we tell you honestly what we would do, roughly what it would take, and whether it is worth doing at all.