01
Report and document auditing
Reports, proposals and deliverables checked against house standards, client requirements and regulation first, so reviewers get a list of exceptions, not a full read.
AI for Professional Services Firms
Remove the non-billable work from expert firms, from checking reports and chasing prospects to reconciling billing, so your people do the work clients pay for.
What it does
We build AI tools that give fee earners their time back, from review cycles to billing queries, so expertise goes into client work.
02
Prospecting and pipeline
Target lists researched, qualified and loaded into your CRM with a first-draft approach in your voice, so business development starts from warm, prioritised leads.
03
Billing, time and firm knowledge
Time, scope and invoices reconciled across NetSuite, SAP or Sage into one source of truth, with an assistant answering from past engagements, precedents and methodologies.
How we'd approach it
Discovery
A half-day with partners and operations mapping where fee-earning time leaks.
First build
Often report auditing or the prospecting pipeline, integrated with your document store and CRM.
Scale
Extend into knowledge retrieval, billing automation and client reporting, owned by your team.
Proof it works.
Every report checked against defined rules with exceptions flagged for review, saving 40% of staff time.
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ReportingProfessional Services Firm
AI-Powered Report Auditing
Automated field reports audit — checking against business rules related to factual accuracy, compliance with internal standards and grammatical quality.
40%Staff time saving
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