Industry · Professional Services

AI integration for professional services

Document-heavy intake, regulated data, matters and clients that need real handling. We integrate AI into the parts of the workday where the hours actually go — and we govern it so the partners can sleep at night.

Law firmsAccountingInsurance brokeragesReal estate brokerages
What we build

The AI integrations
that matter for professional services.

Workflow · 01

Matter / file intelligence

Pain: Associates and paralegals re-reading the same documents.

What we install: AI summarizes, indexes, and answers from the matter file. Citations point back to the source page — never made up.

Workflow · 02

Intake automation

Pain: Forms, conflict checks, document collection drags out for weeks.

What we install: AI runs intake conversationally, collects what is missing, and flags conflicts before a human even sees the file.

Workflow · 03

Governance + AI policy

Pain: Associates pasting client data into ChatGPT and nobody knows.

What we install: Approved-tool list, written policy, training, audit trails. Aligned with NIST AI RMF + OWASP LLM Top 10.

What changes

Numbers we see across
these installations.

40%
less time per matter
0
data-leak incidents
3d → 4h
intake turnaround
Questions

FAQ for professional services.

How do you handle privilege and client confidentiality?

Every implementation classifies data and routes tools accordingly. Privileged content never leaves systems we have audited. We will write the policy your firm will actually follow.

Does this work with Clio / NetDocuments / iManage / PracticePanther?

Yes — APIs and webhooks for each. For NetDocuments and iManage we typically run the AI inside the document management boundary.

Let's talk

Don't watch the
AI shift from the
sidelines.

Tell us about your business. We'll come back within one business day with honest thoughts — not a sales pitch. First call is free.The audit is paid. If we're not the right fit, we'll tell you.

  • 30-min discovery call · free
  • NDA available on request
  • Most clients in $1M–$50M revenue
  • We'll tell you if you're not ready