AI agents that give
expertise more room.
We build and run agents for client administration using your engagement terms. Your professionals gain time for advice.
For accountancy and tax practices, law firms, engineering consultancies and advisory firms.
More of your team’s time
spent on client work.
More time for clients
Agents gather intake documents, prepare proposals and organise files, freeing professionals to take on more client work.
Faster billing
Agents bring together recorded hours, expenses and billing details, helping your team resolve gaps and prepare invoices sooner.
Files ready for review
Supporting documents, correspondence and review notes are organised as work progresses, so reviewers can assess the file without first rebuilding it.
From the first enquiry
to the final invoice.
Intake and acceptance
Gather client information and engagement documents. Prepare conflict checks and client due diligence where required, and flag missing information for the person approving acceptance.
Bids and proposals
Extract requirements from tender documents, track clarifications and deadlines, and assemble credentials and supporting evidence. Prepare proposals and engagement letters for review.
Time and billing
Bring together recorded hours, expenses and agreed fees. Check billing descriptions against client requirements and prepare draft invoices and work-in-progress summaries for approval.
Files and quality reviews
Organise working papers, correspondence and supporting documents against your file requirements. Flag missing evidence and outstanding review points before the quality review.
One platform
for every client file.
Start with the AI tools your team uses, take a pilot into daily use, or put your first process to work with AI.
ContextYour engagement terms and files,
for your AI tools and agents.
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AgentsFrom enquiry to invoice,
carried through in your own systems.
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IntelligenceSee where work stalls,
and what to improve first.
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Security and governanceAccess approved by IT,
with agent actions on record.
Explore →From the first decision
to AI in daily use.
A plan built on your own numbers.
With your management and team, we choose the first process based on expected time savings and the risks involved.
Your first agent live.
We build while your team works. Your agent can be live within four weeks. IT approves access; you decide when.
Practise on your own cases.
The people who work with it practise with familiar cases, and together we agree who decides what.
Your team leads.
Your team makes changes in the platform. We keep monitoring and support. Intelligence shows the results and where to improve next.
From project administration in AFAS and Unit4 to accounting files in Caseware and legal documents in iManage Work: we connect agents to the systems your process relies on, with agreed access and approval steps.