AI automation that gives professional-services firms their hours back.
For law, accounting and consulting firms, every hour on admin is an hour not billed. We automate intake, scheduling, follow-ups and client communication so your team spends time on client work — not busywork.
Where professional services lose time and revenue
Skilled, expensive staff spend hours on scheduling, chasing documents and repetitive email.
New enquiries slip through the cracks when everyone is heads-down on client work.
Client communication is inconsistent and manual.
High-ROI automations for professional services
New-enquiry capture
An AI agent answers and qualifies inbound enquiries 24/7 and books consultations automatically.
AI Voice Agents →Client onboarding automation
Automate engagement letters, document requests, reminders and task creation.
Workflow Automation →Knowledge agent
A custom agent grounded in your templates and precedents to draft and research faster.
Custom AI Agents →Pipeline & follow-up
Never lose a warm lead — automated, personalised follow-up keeps deals moving.
Lead Generation Engines →Security & data protection by design
The practices we build to — because AI touching your customers and data has to be safe.
GDPR-minded design
Data-processing agreements, consent handling and support for data-subject rights are scoped into every build.
Encrypted & secure
Encryption in transit, least-privilege access and audit logging designed into every workflow.
Sub-processor transparency
We name every sub-processor and say where your data is processed, so you can assess transfers and hosting region for your own use case.
Human-in-the-loop
Guardrails, approval steps and escalation paths so agents never go off-script.
Professional Services — FAQ
Is client confidentiality protected? +
We design for confidentiality: encryption in transit, least-privilege access, guardrailed and auditable agents, and named sub-processors. You retain full control and ownership.
Can agents use our templates? +
A custom agent can be grounded in your own templates, precedents and playbooks so drafts and research match how your firm works.
Will this replace our staff? +
No — it removes the repetitive admin so your skilled people spend more time on billable, high-value client work.
Ready to automate your professional services operation?
Book a free 30-minute automation audit. We'll map your biggest time-sinks and show you exactly what an AI system would be worth — no pitch, no pressure.