AI dashboards, automations and websites for professional services firms.

Working with professional services firms

Expert advice, billed late and chased by hand.

Most small professional firms in the UK are two to twenty people: an accountancy practice with three partners, a bookkeeper with a hundred clients, a firm of solicitors, surveyors, consultants or financial advisers, or a small agency. The fee earners are also the owners, every client relationship lives with a named person, and the admin gets done between meetings, or after them, by the same people who bill by the hour.

The leaks are the same in every practice. A new enquiry sits in the inbox for two days because everyone is client-facing, and the prospect signs with whoever replied first. Onboarding and ID checks run as a chain of emails, with the same questions asked twice. Records requests go out, nothing comes back, and someone spends Friday afternoon chasing. Year ends, filing dates, renewals and completion dates are tracked in heads and spreadsheets, and the twenty minutes spent on the phone reassuring a client never makes it onto a bill. A three-partner accountancy practice and a conveyancing firm handling forty matters at once have the same problem: the people doing the work are also the only people doing the admin.

We fix that with three things, built around how your practice already runs. A dashboard that shows every enquiry, client, matter, deadline and unbilled hour on one screen, for the partners and for the team. Automations that triage new enquiries and draft a reply within minutes, run your onboarding and ID checks step by step, chase clients politely for the documents you are waiting on, remind them of deadlines before you have to, turn meeting notes into a summary and a follow-up draft, and send you a work-in-progress report every month. And a website that explains what you do in plain English and puts every enquiry into the pipeline. The AI drafts, you approve. For regulated firms that matters: nothing reaches a client until a named person has signed it off.

It starts with a Discovery Day on site: a working day in your office alongside the partners and the team, following an enquiry through to onboarding and a matter through to billing, and watching where each one waits. Within three working days you get a plain-English report of what we would fix first, each item with a fixed price and no obligation to build any of it.