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Professional services

Less admin around client work. More time for the work itself.

For managing partners, COOs and operations leads in consulting, accounting, legal and advisory firms. We map how client work really moves through your team, then add AI where it removes repetitive reading, re-keying and drafting, with your experts reviewing anything that reaches a client.

Workflows we design

  • Client intake and triage
  • Proposal and engagement letter drafting
  • Document comparison and review
  • Internal knowledge assistant

Starting at $8,000 · price agreed in writing before work starts

  • Claude
  • Codex
  • Cursor

AI helps us move faster.Our team makes the decisions and stands behind the work.

  • Savari
  • hyperAI
  • ImmoAdmin
  • Spring
  • OrthoTropic
  • Clover
  • uptk

The problem

Where professional services teams lose time.

  • Intake by email and attachment

    New client requests arrive as emails, PDFs and forms. Someone reads each one, copies details into the practice system and chases what is missing.

  • Proposals rebuilt from scratch

    Every proposal starts from an old document. Senior people spend hours finding the right scope, case notes and pricing language.

  • Document review that does not scale

    Contracts, engagement letters and client files are compared by hand. Review queues grow faster than the team that clears them.

  • Knowledge locked in people and folders

    Answers to common client questions live in shared drives and in a few people's heads, so the same research is repeated across the firm.

AI-assisted workflows

AI does the busywork. People make the calls.

  • 01

    Client intake and triage

    Incoming requests and documents are read, key details are extracted into structured fields, missing information is flagged and the matter is routed to the right team.

    A person decides: A team lead confirms the scope, checks conflicts and decides whether to take the work.

  • 02

    Proposal and engagement letter drafting

    A first draft is assembled from your approved templates, past scopes and the intake notes, with each section linked to its source.

    A person decides: A partner sets the price, edits the scope and approves what is sent.

  • 03

    Document comparison and review

    Two versions of a contract or report are compared side by side. Changed clauses, missing terms and unusual wording are highlighted with links to the exact passage.

    A person decides: A qualified reviewer decides what matters and signs off the notes. The system does not give advice.

  • 04

    Internal knowledge assistant

    Staff ask questions in plain English and get answers drawn from your own approved documents, with citations, and a clear "not found" when the evidence is missing.

    A person decides: Practice owners decide which sources are approved and review answers before they reach a client.

Our approach

How we start.

  1. 1Start with one workflow, mapped with the people who do it every day.
  2. 2Use rules for the predictable steps and AI only for reading, sorting and drafting.
  3. 3Keep a person reviewing anything client-facing, with sources shown for every answer.
  4. 4Respect confidentiality: permission-aware access, audit logs and agreed data retention.
  5. 5Measure review time and error rates before and after, and decide the next step from what you see.

By the numbers

The experience behind our work.

Our designers and engineers bring years of experience to every project, working together from design to delivery.

Funding raised by companies we've worked with
$115M+
Projects designed and delivered
50+
Years of product design and development experience
10+
People across strategy, design, and engineering
15+

FAQ

Questions

  • Will AI replace our professionals?

    No. We use AI for the repetitive reading, sorting and first drafts. Your professionals keep the judgement: what to advise, what to price and what to send to a client.

  • How do you handle confidential client data?

    We agree data access, storage and retention with you before any build. Access follows your permissions, actions are logged, and we test with synthetic or approved data first.

  • Where should a firm start?

    With one workflow that is slow, repeated often and easy to measure, such as client intake or proposal drafting. A discovery engagement maps it and shows whether AI genuinely helps.

  • What does a project cost?

    Projects start at $8,000 and are priced after scoping. Discovery usually runs 2 to 4 weeks and costs $8K to $15K, and ends with a clear plan and estimate for the build.

Book a call with our CEO.

Pick a time that suits you. A product idea or a workflow that slows your team down: a clear problem is enough, no full specification needed.

Your call is with Tanjim Islam, our CEOA free 30-minute conversation about your problem, not a sales pitch.

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