AI for professional
services.
Spend your time on client work, not on inboxes, documents and onboarding forms.
The work that
slows you down.
Documents in every format
Statements, contracts and forms arrive as PDFs, scans and emails, and someone has to read and file each one.
An inbox that never empties
Enquiries, client questions and internal requests all land in the same place and wait for a person.
Slow client onboarding
Chasing the same details and documents from every new client before work can start.
AI that fits
how you work.
Built into your existing tools. You keep the code.
START YOUR INTEGRATIONDocument processing
Reads incoming documents, pulls out the details that matter and puts them where your team needs them.
Inbox triage and drafted replies
Sorts incoming email, drafts replies for routine questions and flags what needs your judgement.
Client onboarding
Collects details and documents from new clients and follows up automatically until everything is in.
Meeting notes to your systems
Turns calls and meetings into notes, actions and CRM updates.
WORKFLOW AUDIT
We map where you lose time and find what is worth automating first.
INTEGRATION & BUILD
We build AI into the tools you already use. No rip and replace.
TRAINING & SUPPORT
We train your team and keep improving the system after launch.
Find out what you could automate
A short call about your business and where AI could save you time.
Other industries: Trades and construction · E-commerce · Healthcare · Hospitality · Property