AI in professional services
A professional firm runs on judgement, and judgement needs time. We help law firms, accountants, advisers and brokers protect that time with AI agents that handle enquiries, admin and reporting properly, within the standards your profession expects.
Businesses we build for
Accountancy practice
Invoices raised on completion, reminders on schedule, a Monday brief of who is slipping.
Law firm
Enquiries qualified and booked the same day, conflict checks flagged, no advice given.
Financial advisers
Client enquiries handled within FCA rules, review meetings booked, documents chased.
Insurance brokers
Renewal reminders, quote follow-ups and document collection handled.
Recruitment agencies
Candidate screening calls, interview scheduling and reference chasing.
Architects and surveyors
Enquiry intake, site-visit booking, fee proposals and stage invoicing.
Consultancies
Proposal follow-up, meeting prep from the CRM and invoice chasing.
Tell us about your week.
A free 45-minute call. You describe how the business runs; we tell you which job an agent should take first and what it would save.
Book a call