Client intake
Summarise incoming information, identify missing details and prepare a clear handover for the team.
Measure: intake time and follow-up requests.
AI for professional services, with judgement built in.
Expert work relies on finding the right information and applying it carefully. We help firms reduce time spent on intake, research and first drafts while their people stay responsible for the final advice.
01 / Opportunities
Give experts more time for expert work.
The first opportunities are often the repeated information tasks around a client's work, rather than the professional judgement at its centre.
Knowledge search
Find approved internal guidance and past work with links back to the source material.
Measure: search time and answer quality.
Drafting and review
Prepare a first draft from checked inputs so a qualified professional can review and refine it.
Measure: preparation and review effort.
Client reporting
Bring together agreed data and notes into a consistent draft update for approval.
Measure: reporting time and corrections.
02 / Before building
Protect the trust behind the work.
A good solution fits your review process and information rules. We define what the system may use, what it must show and who makes the final decision.
- Keep client information within agreed access boundaries.
- Make source material and uncertainty visible to reviewers.
- Test output quality and review effort before wider use.
03 / Next step
Bring us one recurring task.
Start with a free call. If the case is promising, a paid one-day assessment will identify the opportunity and the safest useful next step.
Book a free assessment call