AI for professional services that gives fee earners their time back.
Accountants, solicitors, consultants and recruiters spend hours on enquiries, onboarding, chasing documents and writing up meetings. AI takes on that admin, so qualified people spend more time on billable work.
What it looks like in real life.
Three everyday situations in professional services and how AI changes them. Typical examples: we map your business first.
The self-assessment rush
Client records chased by email for weeks.
Personal checklists, reminders and checks for missing items.
Records arrive earlier.
A prospect calls after hours
A prospect calls at 7pm to book a consultation. Voicemail.
AI answers 24/7, explains your services and fees and books the meeting. No advice given.
New clients booked while you are closed.
Meeting notes at 9pm
Meetings written up in the evening.
Summary, actions and follow-up email drafted.
Actions sent the same day.
Expert time, spent on admin.
Your most expensive people are often doing your most repetitive work: answering the same questions, chasing the same documents and typing up the same notes. In a regulated profession, it also has to be done carefully. We work with professional firms in Birmingham, the West Midlands and across the UK.
- Enquiries need sorting. Good-fit clients wait while the team answers enquiries that were never going to go ahead.
- Onboarding stalls. ID, engagement letters and records are chased by email for weeks.
- Deadlines drive the year. Filing dates, renewals and reviews are tracked by hand.
- Notes and follow-ups take hours. Meetings end and the write-up waits until the evening.
Admin handled, judgement kept
Sorted. Enquiries qualified against your criteria, with good fits booked in and others answered politely.
Chased. Onboarding documents and client records requested and chased automatically, with progress in one place.
Kept with you. Advice, decisions and anything regulated stay with your qualified people. AI drafts, people decide.
Where AI pays back first in professional services.
Enquiries qualified
A website assistant answers common questions about your services and fees, then books good-fit clients in. See AI chatbots.
Onboarding and document chasing
ID, engagement letters and records requested, chased and filed, with your team told when everything is in. See admin automation.
Meeting notes into actions
Meetings summarised, actions listed and follow-up emails drafted for you to check and send.
Find the biggest wins first
Not sure where to start? Our Know Your Domain 30-day AI audit maps your processes and shows where AI pays back first.
From first call to working AI.
Map
We look at how your business really runs and where the hours go. For a full picture, our Know Your Domain 30-day AI audit scores every task and gives you a costed plan.
Build
We build the AI around your existing systems at a fixed price agreed before work starts. A person approves anything that matters.
Improve
We check how it is working each month and keep improving it through our AI support plan, with no tie-ins.
Professional Services questions.
Is it safe for confidential client information?
Yes. We use business-grade AI services that do not train on your data and give each tool only the access it needs. You remain responsible to your regulator, so we document how each tool handles data. Read our AI use statement.
Can AI give advice to our clients?
No. We set it up to answer factual questions about your services, fees and process. Anything that needs professional judgement is passed to your team.
Can AI screen CVs for recruiters?
It can summarise CVs against a job brief to save reading time. A person makes every shortlisting decision, which also helps keep the process fair.
Does it work with our practice management software?
We work with common tools such as Microsoft 365, Google Workspace, Xero and most CRMs. We confirm exactly what connects during mapping, before any build is quoted.
How much does it cost?
Every build is quoted at a fixed price before work starts, with no hidden costs.
More answers in our AI agency FAQs.
24/7 AI call answering
Client and prospect calls answered 24/7, with appointments booked and messages passed to the right person. No advice is given on the call.
Keep exploring.
01AI automation for small business
Emails, data entry, quotes and reports handled automatically, with people in control.
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02AI chatbots for business
Customer questions answered 24/7 from your own information, with leads captured out of hours.
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03Know Your Domain: 30-day AI audit
An AI audit for SMEs: your processes mapped, every task scored and a costed roadmap.
→Which admin is costing your fee earners the most?
Ask us to call you back. We will show you what AI could take off your team and what it would free up.