AI for
professional services
Agencies, consultancies, accounting practices and law firms sell expertise by the hour. Intake, proposals, matter search and billing follow-up compete for the same hours. We build those processes into your practice-management, document and accounting systems, with a partner approving anything that reaches a client.
Four admin processes, built into the systems you already run
The overhead in a professional firm sits in four places: setting up a new client or matter, producing proposals and reports, finding the precedent or deliverable from a past engagement, and getting invoices out and paid. Each is a process whose inputs already sit in your practice-management software, your document store and your accounting system.
We engineer each one as a workflow with a named approval point: an intake agent that collects and checks what is missing before a person reviews the file, a proposal draft assembled from your templates and past scopes for a partner to edit, retrieval across matters and deliverables that links every answer to its source document, and invoice preparation and overdue reminders in Xero or MYOB that a person signs off before anything reaches a client.
If you are not sure which of those jobs to tackle first, that is what our AI consulting is for: Discovery maps the candidate use cases across your practice and scores each one on impact, effort and risk, so the order of work is settled before a build starts.
A good fit if…
- Partners and senior staff are doing intake, chasing and formatting themselves
- Proposals and reports are rebuilt from scratch for each engagement
- Past matters and deliverables sit in a shared drive nobody can search
- You run practice-management software and Xero or MYOB and want AI inside them, not beside them
What we build for a firm, process by process
Faster proposals & reports
First-pass proposals, scopes of work and client reports assembled from your templates and past engagements, for a partner to edit before they go out.
Client intake & onboarding
A portal and agents that collect the documents and details you need, chase what is missing, and set the client up in your practice-management system once a person has checked the file.
Search across past work
Retrieval across past matters, projects and deliverables, with each answer linked to the source document so your team can check it before relying on it.
Billing & follow-up, ready for sign-off
Agents that prepare invoices in Xero or MYOB, draft overdue-payment reminders and flag stalled approvals, with a person signing off before anything reaches a client.
Four ways a firm can work with us
Custom software
A client portal and practice tools built to how your firm delivers, integrated with the practice-management and accounting software you already run.
AI strategy
Discovery ranks intake, proposals, matter search and billing by impact, effort and risk. Strategy turns the top of that list into a costed plan with a build, buy or defer call on each item.
Agentic workflows
Intake agents that chase missing documents, proposal drafts assembled from your own templates, and Xero or MYOB invoices and reminders that wait for a partner's sign-off.
AI training
Sessions for partners and staff on drafting, review and research with AI, including which client material can go into a model and which cannot.
The services behind this work
The plan decides what to build, agents take over the repetitive work, and the software that ties it together is yours from the first paid stage. The case studies show how the three fit together in practice.
AI consulting
Which use cases to pursue in your practice, which to defer, and the build or buy call on each, decided before any code is written.
AI consulting in AustraliaAI agent development
Tool-using agents for intake, chasing and reporting, with an approval step wherever a partner needs to sign off.
Custom AI agents for your firmCustom software development
Client portals, matter and project tooling, and integrations with your practice-management and accounting software.
Custom software developmentStart with the process that costs the most billable time
Bring the process that costs the firm the most billable time, whether that is intake, proposals or chasing invoices. The intro call and pre-discovery are free, and every stage after them is priced in writing before it starts.