Professional services firms — legal, accounting, consulting, agencies — sell expertise by the hour, then spend a shocking share of those hours on document handling: reading, extracting, re-keying, cross-checking, filing. That gap between what clients pay for and where time goes is exactly where AI earns its keep.
The workflows we automate
Document intake and processing. Contracts, filings, invoices, KYC packets: extraction and understanding pulls the fields that matter, cross-checks them against your systems, and routes each document with a full audit trail. Humans review the flagged 10%, not the routine 90%. When the workflow spans systems — extract, verify, file, notify — an agent runs it end to end.
Knowledge search over your own precedents. Every mature firm sits on years of past work nobody can find. A grounded assistant over your documents, playbooks and precedents gives your team cited answers from your institutional memory — the associate’s “have we done this before?” answered in seconds.
Client intake and triage. The new enquiry read, classified, conflict-checked against your records and routed to the right partner with a summary attached — before anyone’s morning coffee.
Analysis and scenario tools. For firms whose product is advice, we build decision-support tooling — the discipline behind our own Policy Simulator applied to your domain: model the options, surface the trade-offs, show the evidence.
Why audit trails are non-negotiable
Your regulator, your insurer and your clients all ask the same question: how do you know? Every system we build for professional services answers it structurally — outputs trace to source passages, low-confidence items route to humans, and every automated action is logged. AI that cannot show its work has no place in a firm whose signature carries liability.
Where to start
Not with a platform. Pick the single document workflow that eats the most hours, run a short pilot on your real documents, and measure — accuracy, hours recovered, error rate against the human baseline. The cost guide covers what pilots and production builds typically run; the arithmetic against billable hours is usually short.
Tell us which workflow hurts most — get in touch and we will give you an honest read on whether it is automatable, and what the pilot would take.