Services
AI automation services for professional services firms
We don't sell off-the-shelf software. We build custom AI and automation systems — deployed securely inside the environment you already run, and owned by you. Below are our core capabilities; for your industry (legal, tax, financial, dealmaking) or function, see use cases →
AI Automation
We take one process your team runs by hand every week, work out where it actually breaks, and build the system that runs it. Your people keep the judgement. The system takes the repetition.
ExploreBusiness Process Automation
Before anything gets built, we map how the work really runs, put a cost against each manual step, and tell you which ones are worth automating. Sometimes the answer is fewer than you hoped.
ExploreDocument Data Extraction
The document reading and keying firms send to an outsourced data-entry or back-office vendor, done instead inside your own systems. Anything uncertain goes to a person, never into your records.
ExploreAccounts Payable & Finance
Invoices arrive from everywhere, get read by a person, typed into your accounting system, and chased around for approval. We build the system that does the reading, the matching and the chasing.
ExploreAI Sales & Outreach Engine
We build the layer between a new lead and a real conversation: finding who they are, working out whether they matter, and getting a useful first response out while the interest is still warm.
ExploreCRM Automation
We build the parts that keep a CRM current on its own: records created from real activity, work routed to the right person, and reporting that reflects what is actually happening.
ExploreCustomer Support Automation
We build support agents that can actually look something up and do something about it, connected to your systems, that hand over to a person the moment the question stops being routine.
ExploreAI Agent Development
We build narrow agents that do a specific job inside your systems: gather what is needed, take the action, and stop and ask when something falls outside what they were built for.
ExplorePrivate RAG & Knowledge Systems
Your policies, contracts, manuals and past work already contain the answers. We build the system that finds them and answers in plain language, with the source attached, without any of it leaving your control.
ExploreSecure & Compliant AI Deployment
For firms where client data is the constraint, we build systems that run where your data already sits, with access controls and a record of every action, so compliance is a property of the build rather than a promise about it.
ExploreSystem & Data Integration
Every business has a place where somebody exports from one system and imports into another. We remove that person from the middle and make the two talk directly.
ExploreLegacy System Modernization
The old system is not the problem. Being unable to get anything in or out of it is. We build the way in, so you can automate around it instead of betting the business on a replacement.
ExploreNot sure where to start? Take the AI Readiness Assessment →