Industries · Professional Services
You sell expertise. Stop spending it on reading.
Firms that sell expertise hold it in documents, contracts and the heads of senior people. We build the systems that find, compare and route that knowledge, with a reviewer kept where judgment matters and client confidentiality designed in.
Who we work with
Firms and functions whose product is judgment.
MSAs, SOWs, POs & invoices
Legal and procurement teams
High volumes of agreements that must align to the firm's own standards for risk, data use and security, reviewed by people whose time is expensive.
Consulting, advisory & accounting
Professional firms
Knowledge spread across past engagements, proposals and working papers, and a client base that expects its information to stay where it was put.
Partners & operating leaders
Firm leadership
Questions about utilisation, staffing, pricing and client profitability that today are answered from spreadsheets assembled the week before the meeting.
What we build
The problems we hear, and how we solve them.
Every contract read in full
Contract and document intelligence
Documents collected with version awareness, key terms extracted and compared against your approved clause library, so reviewers start from the exceptions.
Nobody can find the last one
Knowledge management and retrieval
Retrieval and assistants over your own documents, with sources cited on every answer and access that follows your existing permissions.
Utilisation known too late
Workforce analytics
Utilisation, capacity and staffing analytics on governed data, so resourcing decisions are made before the month closes.
Which clients are profitable?
Client intelligence
Client, engagement and billing data joined into one view of where the firm earns its margin and where it gives it away.
Client data in a prompt
AI governance and confidentiality
A review path for each AI use case, named owners, and the controls that keep client information out of places it should not go.
Tools bought, not used
AI and data literacy
Role-based programmes for partners, managers and staff, measured by what people do differently afterwards.
Reviewer in the loop
Automate the reading, keep the judgment.
In a firm that sells expertise, the question is not whether AI can draft or compare. It is who signs off, and what they can see when they do.
- Exception-first review, so senior time goes to the documents that need it
- Sources on every output, traceable to the clause, page or record behind it
- Audit trail of what was flagged, who reviewed it and what they decided
- Your environment, your accounts, with client data staying inside the firm's own cloud
Related practices
The practices behind this work.
Practice
Generative AI & AI Agents
Document intelligence, retrieval and assistants
Practice
Strategy & Governance
AI governance, review paths and named owners
Practice
BI & Data Visualization
Utilisation, profitability and client reporting
Practice
AI & Data Literacy
Programmes for partners, managers and staff
Case studies in Professional Services
Delivered work, with the figures.
Client identity withheld; result as reported in the write-up. This engagement spans financial and professional services.
Financial services · Professional services · Generative AI & agents · Strategy & governance
Contract compare-and-comply across MSAs, SOWs, POs and invoices
A global financial information and ratings provider. 15–25% of documents nonstandard: the only ones that now need a reviewer.
Read the story →Starter service · 2–4 weeks · fixed fee
AI Governance Quickstart
The review path, decision record and policy needed to process one real AI use case, run through with your legal, risk and security owners.
See the starter service →Next step
Tell us where your senior people spend time they should not.
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