Client intake creates avoidable back-and-forth
Important facts arrive through forms, emails, calls and attachments. Staff then rekey the same information into several systems.
AI for professional services in Kent
Spend less time producing, finding and moving information.
We help accountants, recruiters and advisers with client intake, document work, internal knowledge and follow-up, without taking professional judgement out of it.
If client work is getting stuck in intake, drafting or follow-up, tell us where.
In short
Where AI helps a professional firm
AI is most useful around repeatable work that a person can review. That includes turning calls into file notes, preparing first drafts, extracting facts from documents, finding relevant internal knowledge, producing client updates and keeping CRM records current.
Client work
Where the time goes
Good work is difficult to find and reuse
Past advice, reports, templates and process notes are spread across folders, inboxes and individual memory.
Routine documents take too long
Teams repeatedly assemble first drafts, summaries, file notes and client updates from information that already exists.
Follow-up depends on someone remembering
Calls, proposals and client actions do not always become clear tasks, CRM updates or timely reminders.
What we do
What we would build
Structured client intake
Collect, validate and summarise the information needed for triage, onboarding or an initial piece of work.
Private company knowledge
Let authorised staff ask questions across policies, templates, prior work and process documents, with links to sources.
Document and reporting workflows
Create reviewable first drafts, extract key facts and automate the repeated work behind regular reports.
Meeting and CRM automation
Turn calls into file notes, actions, CRM updates and follow-up, with the team approving anything sent to a client.
Where we would start
Start with one high-volume client process
We map how the work happens now, measure the avoidable effort and test the smallest worthwhile improvement using sample data, not live records.
Typical outputs
- Current process and risk map
- Prioritised automation opportunities
- Working prototype for one use case
- Implementation and adoption plan
How it works
We start small and prove it works
A first project should earn the next one.
- 01
Understand the work
Map the current process, information, exceptions, cost and desired result.
- 02
Test what matters
Build with real examples from your own work and compare the result with how the job is done today.
- 03
Put it into use
Integrate, document, train and measure only when the evidence supports it.
Common questions
Questions firms ask
Can AI prepare client-facing work?
It can prepare first drafts, summaries and supporting material. The right review and approval steps depend on the work, the client and the professional obligations involved.
Can an assistant use our previous reports and templates?
Yes. A private knowledge assistant can retrieve material from the reports and templates you choose and show where an answer came from. Permissions and information quality need to be designed into it.
Will our confidential information be used to train a public model?
That depends on the chosen service and configuration. We define the data boundary, retention, access and model route before using company information.
Which systems can you work with?
Projects commonly involve Microsoft 365, Google Workspace, document stores, CRMs, finance tools and line-of-business systems. Feasibility is checked before a solution is proposed.
Get in touch
Tell us where the time goes.
Tell us about one client process that takes longer than it should. We will ask a few questions and tell you whether it is worth investigating.
Email us