AI for professional services
Documents, knowledge and client requests answered in minutes, not days. AI assistants that know your templates, past work and policies, with sources for every answer.
- Typical first use case
- Knowledge assistant
- Works with
- SharePoint, Drive, DMS, email
- Answers with
- Source links
- Pilot
- Free, about one week
Your expertise is buried in documents
Law firms, accountants, consultants and engineering offices sell knowledge. Yet much of that knowledge sits in folders and inboxes, and finding the right precedent, clause or past proposal takes longer than it should. New team members ask the same questions, and senior staff answer them.
We build private AI assistants that search your own documents and answer with links to the source, so every answer can be checked. AI also drafts first versions of proposals and reports from your templates, and handles routine client intake so your team starts each matter with the facts already in place.
What we build for firms
Every part can be delivered on its own or combined into one solution.
Knowledge assistant
Ask questions in plain language and get answers from your documents, with citations.
Proposal and report drafting
First drafts built from your templates and past work, ready for expert review.
Client intake
Structured intake forms and email triage that create a new matter with the key facts.
Document review
Extract key terms, dates and risks from contracts and compare them to your standard.
Time and matter reporting
Automatic reports on hours, budgets and deadlines per client.
Secure access
Answers respect existing permissions, so people only see what they are allowed to see.
Typical projects
Examples of where AI pays off first.
- LegalFind the right clause or precedent in seconds and see where it came from.
- AccountingCollect client documents and check them for completeness before work starts.
- ConsultingDraft proposals from past projects and current rate cards.
- EngineeringAnswer questions from standards, specifications and project files.
Try it in your browser
Working demos of the kind of software we build, running on example data.
Services behind it
Common questions
Is our confidential data used to train AI models?
No. We use providers and settings that do not train on your data, and we can host models in your own cloud environment.
Will the assistant make things up?
We require it to answer from your documents with a source link, measure accuracy on real questions before launch, and let it say 'I don't know' when the source is missing.
Can it respect client confidentiality walls?
Yes. The assistant only searches documents the user already has permission to open.
Which document systems can it read?
SharePoint, OneDrive, Google Drive, most document management systems and email archives.
Want your knowledge to answer back?
Tell us about your process. We reply within one business day and propose a free pilot you can test with your own examples.