Solutions · Professional services
Your firm's edge is expertise. Stop keeping it in two people's heads.
For accounting, legal, consulting and advisory firms. The way your best people scope, advise and write is your product. An AI Brain captures it, so every engagement runs at your best person's standard.
Sound familiar?
The problems we hear from firms like yours.
The partner bottleneck
Every piece of advice, every proposal and every tricky client email waits on the same two senior people, because only they know how the firm does it.
Graduates take months to ramp
New starters learn by shadowing, asking and getting it wrong. The firm's standards exist, but nowhere a new hire can actually read them.
Every document starts from scratch
Engagement letters, advice documents and reports get rebuilt from the last vaguely similar file someone can find, formatting quirks and all.
What we build
An AI Brain for a professional services firm.
What goes in
- Engagement workflows, from enquiry to invoice
- Advice and report templates, precedent library
- Review standards and sign-off rules
- Compliance obligations specific to your profession
- Client communication tone and document standards
- Role guidelines for every seat, partner to grad
What you get out
- First drafts grounded in your precedents, not generic AI output
- Proposals and engagement letters in minutes, sounding like the firm
- Grads who self-serve answers instead of queueing at a partner's door
- Confidentiality guardrails: clear rules on what never enters a public AI tool
- A firm that keeps its know-how when people move on
Regulated profession? Our workshops include sessions built around financial services and legal obligations.
Next step
Tell us how your firm runs.
Thirty minutes, free. We'll tell you honestly where an AI Brain would earn its keep in your practice, and where it wouldn't.