Accounting, audit, tax, company-secretarial and legal firms sell time — yet much of it disappears into onboarding, chasing documents, deadline tracking and billing. AI automation frees fee-earners for chargeable work.
If someone mentions any of these, it’s worth an introduction.
Slow, manual client onboarding and endless chasing of paperwork.
Statutory deadlines tracked in spreadsheets — a real penalty risk.
Staff key data from invoices, statements and forms by hand.
Partners lack real-time visibility of capacity, utilisation and profitability.
No need to diagnose it. Just introduce them and we’ll take it from there.
A guided portal collects documents with automated reminders.
AI extracts and classifies data from invoices, statements and forms.
Auto-generate tailored proposals and engagement letters from scope.
Automated deadline tracking with escalating reminders and audit trails.
Automated invoice generation and polite, escalating reminders.
An assistant answers procedure and policy questions from firm materials.
Staff productivity, utilisation and client-profitability dashboards.
Standardised workflows feed a live view of jobs, deadlines and profit.
How the pieces fit together once it’s running.
Auto-generated from scope and e-signed by the client.
The portal collects and reads incoming documents.
Workflow tracks tasks, reviews and approvals.
Compliance reminders fire automatically before due dates.
Invoices are issued and payment reminders sent.
Not sure? Introduce them anyway. We’ll tell them honestly.
Illustrative ranges to guide conversations, not guarantees. Results vary by business size, current systems, data quality and scope.
You don’t need to diagnose the problem. Introduce them to us and we’ll take it from there.
