Industry 05
AI FORPROFESSIONALSERVICES
Get the non-billable hours back — intake, document review, reconciliation, reporting.
The Problem
In a practice that sells expertise by the hour, every hour spent on intake forms, document review and reconciliation is an hour nobody pays for. That is the work worth handing to software first, because the saving is measured directly in billable time.
A normal day
Half the morning on new client intake and the same onboarding email you have sent a thousand times. An afternoon checking figures line by line because one of them is wrong and you do not know which. A report due that means pulling from three systems by hand.
What We’d Build
The parts worth handing over first.
Client intake without the typing
Enquiries captured, information gathered, documents requested and chased, everything filed before the first real conversation.
Document review at speed
Long documents read for the specific things you care about, with the passages flagged rather than summarised into mush.
Reconciliation that shows its work
Statements and figures checked line by line, exceptions surfaced, and the reasoning shown on every number so you can audit it.
Reporting assembled for you
Recurring reports built from your systems instead of copy-pasted together the night before.
Your Existing Tools
Businesses in this industry usually run on some combination of these:
- QuickBooks
- Clio
- Xero
- Microsoft 365
We build around what you already use rather than asking you to move. What’s possible depends on what each product allows, so we check before promising it — and say so plainly when something can’t be done cleanly.
Why Us For This
AutoCom is a working example: a commission engine we built that reads carrier statements row by row, works out what is actually owed, and shows its reasoning on every number it lands on. It is on our work page.
Free consultation. A reply within one business day.
How We’d Do It
The services behind this.
Start Here
The jobs this industry hands over first.
Common Questions
What people in this industry ask.
You check it, and the system is built so checking is quick — it shows which figures it used and why, rather than producing an answer you have to take on trust. For anything consequential the design assumes a human signs off.
It has to be handled deliberately, and that starts with a conversation about what may and may not be sent anywhere. Some processes we would build to keep data entirely inside your systems; some we would advise against automating at all. We will tell you which is which.
Whatever is repetitive, high-volume and non-billable. If you are unsure, that is what an AI consulting engagement is for — we work out where the hours actually go before anyone builds anything.
Next Step
What could you stop doing by hand?
A free consultation — we'll look at where your team's time actually goes and show you exactly what we'd automate first. No pressure, no jargon.
Free consultation · a reply within one business day · no pressure, no jargon