AI for Professional Services Firms
Professional firms lose hours to chasing documents, writing up meetings and re-typing client details. We set up AI that does the legwork in the background and help your team use AI tools safely, with your professional standards in mind.
Top 5 AI Workflows for Professional Services
These are the jobs we're most often asked to automate in your sector. We'll pick the ones that make the biggest difference to you.
Client Intake Forms
New clients complete a smart online form, and their details go straight into your systems without retyping.
What it saves: Faster onboarding with fewer errors.
Document Chasing
Clients get polite, automatic reminders until missing documents arrive, and you can see who's outstanding at a glance.
What it saves: No more chasing by hand.
Meeting Notes to Follow-Up Emails
Meeting notes are summarised and turned into draft follow-up emails and tasks for you to check and send.
What it saves: Follow-ups done the same day.
Bookkeeping and Reconciliation Help
Receipts and transactions are sorted and matched automatically, with anything unclear flagged for a person to review.
What it saves: Less time on routine bookkeeping.
Safe AI Use for Your Team
A practical rollout of ChatGPT or Microsoft Copilot, with clear rules on client data, through our AI for Your Team workshop.
What it saves: Staff who use AI confidently and safely.
Which Package Fits?
Many firms start with an AI for Your Team workshop, then choose Core to automate intake and chasing. Larger practices look at Pro.
Not sure? The free AI Scorecard picks your top 3 fixes in about 2 minutes.
Done Safely and Properly
We work within your confidentiality duties. Client data only goes into tools you approve, under a data processing agreement, and AI drafts are always checked by your team before they go out.
See Where AI Could Help Your Business
Free, takes about 2 minutes, and your results appear straight away.