AI automation for professional services.
You bill for expertise, then lose hours to intake, document review, proposals, and the client email nobody's on top of. We put AI on the work around the work — so more of your day is the billable part, and the confidential parts stay handled properly.
The busywork, not the work.
Professional firms run on knowledge work that's easy to automate the edges of: gathering intake, pulling data out of documents, drafting proposals and client updates, prepping for the next meeting. The catch is confidentiality and professional judgment — client data is privileged, and the advice is yours to make. So this is automation that drafts and prepares, with a person always the last set of eyes on anything that goes out under your name.
Four places it earns its keep first.
Client intake, structured
Intake questionnaires and onboarding that gather exactly what you need — no more chasing missing information.
Documents that read themselves
Extract the numbers, dates, and key terms from contracts, statements, and forms instead of typing them in by hand.
Proposals & client updates
Turn your notes into a clear proposal or status update in minutes, in your firm's voice, ready for your sign-off.
Meeting prep on demand
A tight brief before every client meeting — background, the key points, and what to ask — pulled together for you.
Built into how you already work.
Custom AI assistants
Trained on your business — answering customers and your team day and night.
Learn moreWorkflow automation
The repetitive steps between your tools, handled — follow-ups, reminders, hand-offs.
Learn moreDocument processing
Invoices, forms, and documents read and filed automatically, off your desk.
Learn moreOr put AI to work this week — for $29.
Want to start solo? 100 copy-paste prompts for proposals, client work, reports, and the follow-up in between — with confidentiality and professional-judgment cautions built in.
Will it replace my professional judgment?
No — and it shouldn't. AI drafts and organizes; you verify every figure, citation, and recommendation. We build it so the judgment, and anything regulated, always stays with you — it prepares the work, it doesn't sign off on it.
Is client data kept confidential?
It has to be. Client information is often privileged and always personal data under PIPEDA (and PIPA in BC). We use business-tier tools cleared for confidential work and never route privileged details through consumer chatbots. See our guide to AI and business data.
My firm is small — is this worth it?
Often more so. When you bill for your time, the hours AI wins back on intake, document review, and client comms go straight to billable work or fewer late nights. We start with the one that's costing you the most.
Put AI to work in your professional services business.
A 30-minute call. You describe how the business runs, we tell you honestly whether AI can help — and if it can, roughly what it would take and what it would cost.