Industry Solutions · Professional Services

AI for accountants, lawyers and consultancies: reclaim chargeable hours, sharpen advisory.

Professional services firms run on chargeable hours and trust. We design AI systems that take low-value drafting, research and admin out of fee-earner workflows so partners can invest hours in advisory work clients actually pay a premium for.

What we see in professional services firms

Common Challenges

  • Fee-earner utilisation capped by drafting, research and admin
  • Onboarding and KYC / AML eating partner time
  • Document review backlog ahead of deadlines
  • Inconsistent precedent reuse across teams
  • Pipeline opacity at the partner level
  • Pricing fixed-fee work without visibility on true cost
Highest-leverage moves

AI Opportunities

Client intake & onboarding agent

High impact

Run intake, KYC / AML checks and engagement letter prep in one flow.

Document drafting copilot

High impact

Draft from precedent, marked up to firm style, ready for senior review.

Research agent

High impact

Synthesise case law, HMRC guidance or market data into a partner-ready brief.

Time capture agent

Medium impact

Convert calendar, email and document activity into draft timesheets.

Matter risk monitor

Flag fixed-fee matters drifting off scope before they go red.

Named, deployable agents

Example AI Agents

Intake & Onboarding Agent

Runs client intake, KYC / AML and engagement letter generation end-to-end.

Drafting Agent

Drafts contracts, advice notes and reports from precedent for senior review.

Research Agent

Produces a structured brief from authoritative sources for the fee-earner.

Matter Health Agent

Monitors WIP, scope and deadlines; flags matters drifting from plan.

Trigger → Process → Outcome

Automation Opportunities

New matter pipeline
Enquiry → conflict check → KYC / AML → engagement letter → matter opened in PMS.
Document assembly
Inputs collected → precedent selected → first draft → tracked changes → ready for partner.
Time capture
Calendar + email + document activity → draft timesheet → fee-earner approves with one click.
Billing & lockup
Matter milestone reached → invoice drafted → e-signed engagement check → billed → chased.
Benchmark outcomes

Expected ROI

Fee-earner hours reclaimed
6-10 hrs / week

Across drafting, research and admin.

Utilisation lift
+8-15 ppt

On a 35-hour chargeable target week.

Lockup days
−12 days

From automated billing and chasing.

What we typically deploy

Technology Stack

OpenAI / Anthropic ClaudeClio · LEAP · NetDocuments · iManage · Xero · IRISMicrosoft 365n8n / MakeHubSpot · SalesforceSupabase
Representative outcomes

Case Study Examples

Mid-market law firm, 45 fee earners
Average 7.5 chargeable hours per fee earner reclaimed each week

Drafting + research agents deployed into iManage.

Independent accountancy practice
Onboarding time per client cut from 3.2 hours to 35 minutes

Intake agent automating KYC, engagement letters and Xero setup.

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