Accountants, lawyers, consultants, and financial advisors needing safe automation for client communication, document processing, and marketing.
Professional services firms live on trust, accuracy, and client relationships. AI can automate document processing, client intake, scheduling, and content marketing — but only if it's done safely. We build AI agents with citation, audit trails, and human-in-the-loop review so nothing goes to a client without sign-off. Perfect for firms that need to maintain professional standards while automating routine work.
AI handles initial client enquiries, collects information, and pre-fills intake forms — staff review before sending engagement letters.
AI extracts key information from contracts, financial statements, and legal documents — with citations to source material. Staff review and verify.
AI drafts articles, newsletters, and LinkedIn content from your expertise. You review, edit, and approve before publishing.
AI sends meeting summaries, follow-up actions, and status updates — drafted by AI, reviewed and approved by you.
Industry-specific safety
Recommended plan: Growth
See pricing →Book a free AI audit. We'll assess your specific needs and recommend the right agents and deployment approach.
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