Professional Services Sector

AI Automation for Law Firms & Consultancies

Automate document-heavy workflows, streamline client onboarding, and reclaim billable hours. Our AI solutions help professional services firms reduce overhead and deliver faster, more consistent client outcomes.

70%
Faster Document Drafting
15%
More Billable Hours
50%
Quicker Client Intake
5x
Faster Precedent Search
AI automation for professional services

Challenges Facing Professional Services Businesses

If any of these sound familiar, you are not alone. These are the most common operational bottlenecks we help professional services firms solve.

Document-Heavy Workflows

Drafting contracts, reviewing documents, and producing reports eats into billable time. Fee earners spend hours on repetitive document tasks that could be automated.

Time Recording & Billing

Inaccurate time recording, delayed invoicing, and manual billing processes leak revenue. Partners estimate firms lose 10-20% of billable time to poor capture.

Client Onboarding Friction

Conflict checks, engagement letters, ID verification, and matter opening involve multiple manual steps that slow down the start of new instructions.

Knowledge Management

Precedents, past advice, and institutional knowledge are scattered across email, shared drives, and individuals' heads -- making it hard to work efficiently.

How We Solve It for Professional Services

Practical AI automation that addresses each challenge directly, integrated into your existing tools and workflows.

1

Intelligent Document Automation

AI-powered contract drafting, clause libraries, document comparison, and automated first-pass review that produces consistent, high-quality documents in a fraction of the time.

2

Smart Time & Billing

Automated time capture from emails, documents, and calendar entries. AI suggests time narratives, flags unbilled work, and streamlines the billing cycle.

3

Streamlined Client Intake

Digital onboarding with automated conflict checks, electronic engagement letters, ID verification, and matter setup -- reducing intake from days to hours.

4

AI-Powered Knowledge Search

Semantic search across your document management system, email archives, and know-how databases. Find relevant precedents and past advice in seconds, not hours.

How It Works

1. Discovery

We audit your current workflows, identify the highest-impact automation opportunities, and map out a practical implementation plan.

2. Build & Integrate

We build automation that connects to your existing systems -- no rip-and-replace. Your team keeps using the tools they know.

3. Launch & Support

We train your team, monitor performance, and continuously optimise. You get ongoing support, not a handover and goodbye.

Integration note: We integrate with the tools professional services firms rely on -- Clio, PracticePanther, iManage, NetDocuments, Salesforce, and Microsoft 365 -- to enhance your existing technology stack.

Professional Services Use Cases

Real examples of what we build for professional services businesses. Each solution is tailored to your specific processes and systems.

Documents

Contract Drafting & Review

AI drafts standard contracts from templates and flags non-standard clauses in incoming documents for review.

Legal

Due Diligence Automation

Automated document review, data extraction, and risk flagging for M&A, property, and regulatory due diligence.

Operations

Matter Management

Automated task creation, deadline tracking, and progress reporting from matter opening to completion.

Business Dev

Proposal Generation

AI-assisted pitch documents and proposals that pull from past wins, team CVs, and relevant experience.

Finance

Financial Reporting

Automated WIP reports, debtor analysis, and partner profitability dashboards updated in real time.

Research

Research Assistance

AI-powered legal and market research that summarises relevant authorities, regulations, and market data.

What Professional Services Leaders Say

"Our associates were spending 3-4 hours per deal on first-pass contract review. The AI now handles that in minutes, and our lawyers focus on the nuanced issues that actually need their expertise."

Rachel K.

Operations Director, A regional law firm with 40+ fee earners

More client stories coming soon. Get in touch and we will walk you through examples relevant to your situation.

Ready to Automate Your Professional Services Operations?

Book a free 30-minute discovery call. We will discuss your current workflows, identify the highest-impact automation opportunities, and outline a practical plan to get started -- no jargon, no pressure.