Software and AI for professional services
We build AI for professional services firms whose product is expert time: law firms, consultancies and recruitment agencies. Our software takes the searching, drafting and admin around that time off your people, and a professional checks everything that reaches a client.
Industries in legal and professional services
The work, and where software fits.
Professional services firms sell judgement by the hour, by the project or by the placement, and a large share of that time goes to finding earlier work, reformatting documents and updating systems. The knowledge that makes a firm good sits in document management systems, shared drives, CRMs and inboxes that rarely talk to each other.
Software fits where it gives professionals a faster start and removes rekeying: search over the firm's own knowledge, first drafts built from templates and precedent, and automation that keeps matter, project and candidate records current. Client confidentiality runs through all of this work, so we design for access rights, audit trails and EU hosting from the first sprint.
How we improve legal and professional services.
Search over firm knowledge
Retrieval over precedents, past proposals and placement notes, with answers that cite the document and respect who may open it.
First drafts from your own material
Clauses, proposal sections and candidate summaries drafted from your templates and past work, then edited and approved by the professional who signs.
Intake and admin automation
New matters, projects and vacancies set up from an email or form, with client data extracted and prepared for the checks your firm runs.
Time, billing and utilisation
Time entries suggested from calendars and documents, and budgets tracked against the engagement, so month end is spent confirming work people recognise.
Systems that share data
Integrations between document management, practice management, CRM and finance systems, so client and matter data is entered once.
Related work.
- Legal
Custom RAG chatbot that answers from a law firm's own precedents, 3× faster
3×faster answers from firm knowledge- RAG
- LangChain
- Hybrid search
- Sales
How an AI sales agent gives every rep 6 hours of account research back a week
6 hrsback per rep, every week- AI agents
- Sales automation
- HubSpot
- Sales
AI lead qualification that cut first response time from a day to 4 minutes
4 minto first response, down from a day- Lead scoring
- Workflow automation
- n8n
Further reading.
How to build a production RAG chatbot: a practical guide
What it takes to turn a promising RAG experiment into a chatbot people trust: ingestion, hybrid search, citations, permissions and evals.
5 min read
How to evaluate RAG: retrieval metrics, faithfulness and golden sets
How to measure a RAG system properly: separate retrieval from answers, check faithfulness claim by claim and build a golden set you can trust.
4 min read
Human-in-the-loop AI agents: design patterns for production
The patterns we use to run AI agents safely in production: approval checkpoints, confidence thresholds, tool permissions, audit trails and fallbacks.
4 min read
Common questions.
Yes, when they are designed for it. We keep documents in your own environment or an EU cloud region, use model providers under contracts that exclude training on your data, and apply the permissions of your source systems to every search. Logs stay with you, so you can show who accessed what.
No. It prepares research, drafts and summaries for your professionals, who review them and decide what goes to a client. Responsibility for advice and decisions stays with the people qualified to give them.
Copilot is useful for work inside Microsoft 365. A custom build makes sense when the knowledge sits in iManage, Clio, Bullhorn or a CRM, when answers need citations your people can verify, or when a process spans several systems. We compare both during discovery and tell you where a licence already covers the need.
You do. Code, prompts, evaluation sets and configuration live in your repositories and cloud accounts, documented so your own team or another supplier can take over.