LAW · ACCOUNTING · CONSULTING

AI for Law, Accounting & Consulting Firms

Document assistants, proposal drafting and inquiry handling that give experts their hours back — designed with confidentiality in mind.

Challenges we hear from professional service firms

Partners spend hours on documents and email.

Precedents and policies buried in folders.

New-client inquiries need screening and scheduling.

Answers from your precedents and policies, with sources.

Drafts proposals and engagement letters for review.

Collects inquiry details and books consultations.

Client documents sorted, named and filed automatically.

Illustrative workflow, not a guaranteed outcome.

AI outputs for legal, tax or financial matters are drafts for professional review, not advice.

With the right setup: providers that don't train on your data, access controls and clear retention rules. We review requirements per firm.

It can prepare first drafts from your templates for professional review; it does not replace professional judgment.

Most document stores and practice tools can be connected; we check yours first.

OTHER INDUSTRIES