Professional Services
AI for firms that bill by the hour.
Professional services firms are drowning in document review, report generation, and client deliverables that AI can handle. Your people should be doing the thinking. Let machines do the formatting, searching, and assembling.
Thousands of billable hours. Lost to admin work.
Mid market firms lose thousands of billable hours annually to administrative work that could be automated. The math is simple: every hour your team spends formatting a report or searching for a precedent is an hour they aren’t billing.
Junior staff spend 60% or more of their time on formatting, research compilation, and data extraction instead of client strategy. Partners review documents that AI could pre screen. And the firm absorbs the cost of all that invisible overhead while margins tighten.
“Every hour spent formatting a report is an hour they aren’t billing.”
AI Tools
Off the shelf AI tools your team can adopt immediately.
Document Summarization
Condense lengthy contracts, filings, and reports into structured summaries in seconds. Free your team from hours of manual reading.
Meeting Notes Generation
Automatically capture and organize meeting notes, action items, and follow ups. Every conversation becomes a searchable record.
Email Drafting Assistance
Generate professional client communications from bullet points and context. Maintain your firm’s tone while cutting drafting time by 80%.
Knowledge Base Search
Surface relevant precedents, templates, and internal guidance instantly. Stop losing institutional knowledge when people leave.
Custom AI Apps
Purpose built interfaces tailored to your firm’s workflows.
Custom Client Reporting Dashboards
Auto generated dashboards that pull from your systems and present client deliverables in a polished, branded format. No more manual Excel assembly.
Engagement Letter Generation
Generate engagement letters from intake data, pre populated with the right terms, scope, and fee structure. Review and send in minutes.
Time Entry Categorization Tools
AI that reads time entry descriptions and maps them to billing codes, matter numbers, and client accounts. Reduce write downs and billing disputes.
Integrated Workflows
AI embedded into your core systems, running end to end.
Automated Audit Preparation Workflows
Pull supporting documents, reconcile data, and assemble workpapers automatically. What takes a week becomes a day.
Client Onboarding Pipelines
From initial inquiry to signed engagement, automate every step: conflict checks, document collection, system provisioning, and welcome communications.
Compliance Monitoring Systems
Continuous monitoring of regulatory changes, internal policy adherence, and filing deadlines. Get alerts before something falls through the cracks.
Autonomous Agents
AI agents that execute complex, multi step work independently.
Due Diligence Research Agents
Agents that autonomously gather, cross reference, and synthesize information from multiple sources. They flag risks, surface insights, and produce structured reports without human prompting.
Multi Document Analysis Agents
Feed in a set of contracts, filings, or financial statements and receive a comprehensive analysis. The agent identifies inconsistencies, extracts key terms, and builds comparison matrices.
Client Communication Orchestration
Agents that manage the full communication lifecycle: drafting updates, scheduling follow ups, routing responses, and escalating issues. Your clients feel attended to. Your team stays focused on strategy.
In 2 weeks, you’ll know exactly where AI fits.
Which client deliverables consume the most non billable hours
Where document processing bottlenecks exist in your current workflows
How much revenue is lost to administrative overhead each quarter
Projected ROI per automation, ranked by impact and feasibility
Your team’s expertise is the product. Let AI handle the rest.
Book a Readiness Sprint and we’ll map every AI opportunity specific to your firm. 2 weeks. Minimal time commitment. Maximum clarity.
Book a Sprint