Keep client work moving
Organise incoming information against the right client or matter, and make the next action easier to see.
AI workflow automation
Less chasing.
More clarity.
Practical AI automation for professional services firms. Make repetitive client admin easier to manage, while keeping your people in control.
Explore a pilotExploring what works across professional services.
Client workflows / this month
● Workflow active
OPEN WORKFLOWS COMPLETED
24 of 35
Progress across client onboarding and follow-ups
RECENT ACTIVITYView all ↗
JM
James Morgan & Co.
New client details received
AL
Alder Lane Studio
One item still outstanding
PK
Park & King Ltd.
Request needs a closer look
Draft ready You approve before sending
Built around the way your firm already works.
✓ Human review stays in control✓ Fits your existing workflow✓ Start with one focused process
A practical place to start
Make repetitive client work feel lighter.
From onboarding and document collection to meeting preparation and follow-ups, find the workflow that is worth improving first.
Keep people in control
AI can organise information and prepare drafts. Your team reviews anything client-facing or consequential.
See the workflow clearly
Track what’s complete, what is waiting and which cases need a member of staff to take a look.
Small steps, useful change
Designed around your process.
No big transformation programme. We start by understanding the work your team already does, then shape a focused pilot around it—whatever your professional discipline.
1
Find the right starting point
We map a repeated admin process—such as client onboarding, document collection, meeting preparation or follow-up.
2
Build one focused workflow
We connect an agreed inbox or system and prepare a clear, reviewable flow around the way your team works.
3
Review the results together
We look at what worked, where staff needed to step in and whether it makes sense to keep improving.
The first engagement
A practical pilot.
A clear decision.
Choose one workflow that matters to your firm—from onboarding or document collection to meeting preparation or follow-up. Agree the scope and success measures up front, then decide together whether it’s worth building on.
Pilot scope and pricing are agreed after an initial conversation.
Start with a conversation
Where does admin slow your firm down?
Whether you’re an accountancy practice, financial adviser, legal firm or consultancy, let’s talk through your current process and identify a useful first workflow to test.