Professional Services

AI for Professional Services businesses

AI setup and automation for law firms, accountants, and consultants — client communications, document processing, report generation, and billing automation.

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Where time gets wasted

  • Hours spent drafting client reports and correspondence
  • Document review and summarisation eating into billable time
  • Meeting notes and follow-up actions captured inconsistently
  • Repetitive client intake and onboarding tasks done manually
  • Client intake and onboarding done manually every time
  • Time recording and billing triggers missed or delayed
  • Document production taking hours when templates already exist
  • Matter progress reporting assembled manually each month

→ Most clients start here

What we offer for Professional Services

AI Strategy & Audit

Start Here

$2,000 – $10,000

We map your professional services workflows, identify the highest-leverage automation opportunities, and give you a prioritised plan — before you commit to anything.

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Local AI Setup (OpenClaw or Claude Cowork)

From $2,500

  • AI assistant configured for your firm's tone and templates
  • Client communication drafts from your notes
  • Document and contract summarisation in seconds
  • Meeting notes structured and actioned automatically
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AI Automation & Agents

From $5,000

  • Automated client intake — forms, conflicts check, file setup
  • Time recording reminders and billing trigger automation
  • Document assembly from templates and matter data
  • Progress report generation from matter management system
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Let's talk about your Professional Services business

30 minutes. No pitch. Free.

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