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Professional services: your firm's knowledge, organised and still yours to control

Your firm runs on what your people know and the documents they produce, and most of it is buried in inboxes and shared drives. Organising it with AI is only useful if one client's material never shows up in another's answer, and the professional stays responsible for the conclusion. That's the system we build: faster intake, documents read into records, and answers from your own material, with permissions and review built in.
Start a projectWhere firms need control ↓
Engagement E-104Engagement letterMeeting notes, 12 MarchDraft report v2Engagement E-117Engagement letterClient data extractwho may see thisA.L., working on E-104When is the draft report due?Draft due 30 April, per theengagement letter and 12 March notes.[1] E-104 engagement letter, §3[2] E-104 meeting notes, 12 Marchnot on E-117not on E-117

Four places a firm needs control

Speed is easy to add. These are what make it safe to add.

  1. 01

    An inquiry isn't an engagement

    Acceptance stays with a professional

    Intake captures and acknowledges every inquiry. Whether the firm takes it on is decided by a person.

  2. 02

    Documents on the right engagement

    And the right version

    Every upload is matched to its client, engagement and version, and anything unclear waits for a person.

  3. 03

    Answers only from what you may see

    Checked before anything is searched

    Your people get answers from the firm's material, never from an engagement they aren't on.

  4. 04

    AI suggests, professionals conclude

    With the source shown

    Extracted facts and drafted answers show where they came from, and the responsible person accepts or corrects them.

What the system does, and what stays with your professionals

New inquiriescaptures, acknowledges and routes themdecide whether to accept
Incoming documentsfiles them to the engagement and reads key factsconfirm anything uncertain
Questions about firm materialanswers from permitted sources, with citationsjudge and advise
Deadlines and follow-upstracks and remindsown the commitments
Accessapplies who may see whatdecide who should

Built for professional services

A good fit if your people spend hours finding and re-typing

Good fit

  • Staff search drives and inboxes for the latest version of things.
  • Information from client documents is re-typed into your systems.
  • You want to use AI without risking one client's material reaching another.

Not the right fit yet

  • You want software to give professional advice without review. We won't build that.
  • Your firm is small enough that everyone knows where everything is.

Questions firm principals ask

Is our client material safe with AI?

We design what may be sent to which service, enforce who can see what before anything is searched, and keep sources and decisions on record. The specific rules your profession and clients require are set with you; we don't claim compliance on your behalf.

Does this work for our specialty?

Professional services covers very different practices. We start from how your firm actually works and the duties you have, not a generic template.

Will AI give advice to our clients?

No. It prepares, organises and drafts for your people. Advice comes from the professional responsible for it.

Do we have to move our documents?

Usually not. We connect to where your documents already live and respect the permissions you already have.

Put your firm's knowledge to work, safely

Tell us where your people lose time to finding, filing and re-typing. We'll show you what we'd build, and how it keeps control where it belongs.

Start a project