Legal, accounting, consulting, insurance
Professional Services
Get the billable hours back from intake, admin and document handling.
- Leaks we see5 in a typical week
- Taken off you6 jobs
- First automation liveusually inside a month
In professional services the cost of admin is measured in foregone billable hours, which makes the arithmetic unusually easy.
We are deliberately conservative here. Drafting, summarising, extracting and chasing are automated; advice, judgement and anything that goes out under a professional’s name stays with the professional, with the AI in a supporting role and a clear record of what it produced.
Before and after
What the week looks like now, and what it looks like once this runs
The short version. Each of these is unpacked further down, next to the automation that removes it.
Costing you money today
- Intake is a phone call, a form and three emails before anything starts.
- Documents are read and summarised by people who bill by the hour.
- Deadlines and renewals are tracked in someone's head or a spreadsheet.
- Client updates go out late because writing them is a chore.
- Onboarding paperwork is chased manually every single time.
Handled without you
- Structured intake that captures the facts before the first call.
- Long documents summarised, with the clauses and figures that matter pulled out.
- Deadline and renewal tracking with escalating reminders.
- Client status updates drafted from your matter or engagement records.
- Onboarding and KYC document collection chased automatically.
- Time capture prompted from calendar and email activity.
What we would automate
4 automations, and the problem each one takes off the table
Not a menu — this is the order we would actually build them in. Start with the one costing you the most, prove it pays, then add the next. The panels are diagrams of the run, not screenshots: every automation is built inside your own systems.
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SourceGoogle lead formNameD. WhitfieldJobFlat roof leak, single storeyUrgencyToday if possible02:14captured before anyone woke up
01 Speed to lead
Instant Lead Responder
The problem todayIntake is a phone call, a form and three emails before anyone knows whether the matter is even worth taking on.
Once this is runningHow this one worksStructured intake that captures the facts, runs your conflict and eligibility checks and books the first call — before a fee-earner spends an hour finding out it was not for you.
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- Invoice no.INV-20418
- Date14 Mar
- Net1,240.00
- Tax248.00
- Total1,488.00
- PO numberneeds a human
02 Paperwork
Document & Invoice Extraction
The problem todayHundred-page bundles are read and summarised by people who bill by the hour, because nobody else can be trusted to do it.
Once this is runningHow this one worksContracts, statements and bundles read, summarised and indexed, with the clauses, dates and figures that matter pulled out and cited back to the page they came from.
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- Response time crossed 5 mintwo enquiries waiting since 08:41
- Quote 1042 has gone quietsent 6 days ago, no reply
- Waiting list filled Thu 14:00cancelled slot, refilled in 4 min
03 Visibility
Ops Reporting & Alerts
The problem todayDeadlines and renewals are tracked in someone's head and a spreadsheet nobody fully trusts. One missed date is a claim.
Once this is runningHow this one worksDeadline, renewal and limitation tracking with escalating reminders that do not stop until somebody actually acts on them.
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- Needs youContract query from Halverson2 min
- Draft readyRe: order #40128 delivery date9 min
- Draft readyRe: availability week of the 14th14 min
- FiledSupplier statement — March21 min
- FiledNewsletter: trade price update38 min
04 Email
Inbox Triage & Reply Drafting
The problem todayClient updates go out late because writing them is a chore, and the client reads the silence as neglect.
Once this is runningHow this one worksStatus updates drafted from your matter records and waiting in the fee-earner's drafts — reviewed and sent in a minute instead of written from scratch.
Other sectors we work in
Agents, brokerages, property managers
Real Estate & Property
Answer every portal enquiry first, and get the viewing in the diary before your competitor calls back.
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Practices, dental, specialist clinics
Clinics & Healthcare
A fuller diary, fewer no-shows, and a front desk that is not drowning in the phone.
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Contractors, trades, field service
Roofing, Plumbing & Home Services
Stop losing the emergency call you were up a ladder for.
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