Give your experts back the hours lost to admin
Law firms, accountants, consultants and advisory practices sell expertise by the hour, yet much of the day goes to intake, document reading, time sheets and follow-ups. We automate that work and make the firm easier to find.
What gets in the way
Intake that eats billable time
New enquiries need conflict checks, scoping calls and engagement letters before any paid work begins, and partners handle much of it themselves.
Documents read from the first page every time
Contracts, financial statements and regulatory updates are reviewed in full when only a handful of clauses or figures matter to the question.
Firm knowledge buried in old files
The precedent, template or memo that answers a question exists somewhere in the shared drive, and only one senior person remembers where.
A website that hides the expertise
Buyers compare firms online and through AI search, and a brochure site with a contact form gives them little to judge by.
Where we usually start
- Knowledge assistantsSearch across precedents, templates and past advice in Microsoft 365 or Google Workspace, with each answer linked to its source and access following your permissions.
- Document processingContracts and financial documents summarized and checked for the clauses or figures your team looks for, with page references.
- Lead qualification and bookingEnquiries sorted by practice area and urgency, with consultation calls booked and the details logged in your CRM.
- Corporate websitesA firm website organized by service and sector, with partner profiles and insight pages your team can publish to.
- Content marketingArticles and guides written with your experts on the regulatory and commercial questions clients bring to you.
- AI search optimizationFirm and service information structured so AI assistants describe what you do accurately when clients ask for advisers.
Questions we are often asked
Is client information safe with AI tools?
We set up assistants on infrastructure you approve, with access following your existing permissions, and confidential matters can be excluded entirely. Client data is not used to train public models.
Can the assistant draft documents?
It prepares first drafts of engagement letters, summaries and routine correspondence from your templates. A qualified person reviews and approves everything before it reaches a client.
Does it work with Microsoft 365 or Google Workspace?
Yes. Most firms keep files and email there, and assistants and automations connect to them with the permissions staff already have.
How does a firm appear in AI search answers?
By publishing clear, specific pages for each service and the questions clients ask, and keeping firm details consistent across the web. We plan and write that content with your experts.
Tell us what you want to build, fix or grow
We reply within one working day with questions or a short plan.