For law, accounting and consulting firms

Your firm’s knowledge, one question away.

A private assistant that answers from your own precedents, templates and past work, and shows the source for every answer. Proposals drafted from what your firm has already written. Client receipts and invoices posted without re-typing. Client files stay in your own accounts.

Every answer cites its sourceClient files stay in your accountsLive in about 4–6 weeks
Is this you?

Where the hours go in your firm

The precedent exists. Finding it does not.

The clause, the memo, the proposal you wrote last year is in a folder somewhere. Finding it takes longer than writing it again.

Every proposal starts from a blank page

Each tender and pitch is rebuilt from scratch, even though most of the answer is in submissions your firm has already made.

Client files pasted into public chatbots

It is already happening, because it saves time. It is also a confidentiality problem your clients and your regulator would not accept.

What we build

What we build for professional firms

Each of these works from your own material, inside your own accounts. The AI finds, drafts and files; every judgement stays with your professionals.

Knowledge

A private assistant over your own files

Answers from your precedents, templates, policies and past matters, with the exact passage shown, and an honest "I don't have that" when the files do not cover it. Access follows the permissions you already set.

Knowledge assistant β†’
Bids

Proposals and tenders drafted from past work

First drafts assembled requirement by requirement from your past submissions, with every claim traceable to something your firm actually wrote. Pricing and sign-off stay with your partners.

Tender & proposal drafting β†’
Contracts

Questions about a contract answered with the clause

Ask "what is the termination notice period?" or "is there a change-of-control clause?" across a contract or document set, and get the answer with the clause quoted. A person makes every call.

Retrieval-augmented generation β†’
Documents

Client bookkeeping, not re-typed

Receipts and supplier invoices sent in by clients are read, checked and posted to their Zoho Books or QuickBooks file. Only the doubtful items reach your team.

Document processing β†’
Enquiries

Every new enquiry answered promptly

A prospective client gets a first reply in minutes and is asked for the details your team needs for its conflict check. The enquiry is then logged in your CRM, and a person confirms every consultation.

Lead follow-up β†’
Software

Client portals instead of email chains

Portals where clients upload documents, see progress and find what you sent them, instead of searching their inbox. Built end to end and owned by the firm.

Product build β†’
Microsoft 365 & SharePointGoogle Workspace & DriveOutlookZoho Books Β· QuickBooks Β· Xero
Confidentiality

Built for client confidentiality

Client files stay in your accounts

Documents, and the search index built from them, stay in your Microsoft 365 or Google Workspace and your own cloud account. Only the passages needed for each answer go to the AI model, on terms that exclude them from training.

Your existing permissions hold

The assistant only answers from documents the person asking can already open in SharePoint or Google Drive, so any wall your document system enforces between matters holds in the assistant too.

Every answer traceable

Each answer shows the passage it came from, so a professional can check it in seconds before relying on it.

The Reliability-First Method, applied to your firm Every engagement
  1. Find the failure that costs you most.We start with the question your team asks most, and the answer you can least afford to get wrong.
  2. Build it so it cannot fail silently.Every answer must cite its source or say it does not know.
  3. Prove it, then hand over the keys.It must pass a test built from your team’s real questions before anyone relies on it.
See the full method β†’
Fixed price, agreed before work startsSenior engineers onlyYou own all the code5.0-star client rating
Straight answers

Questions law, accounting and consulting firms ask us

Is our client data used to train AI models?

No. We use business AI services whose terms exclude your data from training, with zero retention where the provider offers it, and your documents stay in your own accounts.

Can it give legal or tax advice?

No, and it is not built to. It finds and drafts from your firm’s own material, shows its sources and leaves every judgement to your professionals.

Our files are spread across SharePoint, Google Drive and email. Does that matter?

That is normal, and it is where we start. We index what you have where it lives, respect the permissions already set, and tell you which documents conflict or look out of date.

Some of our staff already use ChatGPT. Why build our own?

A private assistant gives them the speed they were after, with client files kept inside your own accounts and every answer tied to a source in your firm’s material.

How long does it take?

A working assistant over your first document set is live in about 4–6 weeks. Proposal drafting takes about the same.

Other industries

The same engineering in other industries

Healthcare & clinics

An AI receptionist, referrals and forms filed without re-typing, and patient questions answered on WhatsApp. Delivery aligned to ADHICS and HIPAA.

Healthcare & clinics β†’

Real estate & property

Portal and WhatsApp leads answered in seconds, viewings booked, every lead in the CRM, and tenancy paperwork filed without re-typing.

Real estate & property β†’

Trading, logistics & distribution

Invoices, delivery notes and purchase orders posted to your ERP without re-typing, and order and stock questions answered on WhatsApp.

Trading, logistics & distribution β†’
Let us talk

Tell us which question your team asks most.

In a free 30-minute call we will tell you honestly whether your files are ready for a private assistant, and what it would take. Free 30-minute call β†’ fixed written quote β†’ live in 4 to 6 weeks.

  • 30 minutes with a senior engineer who would build it. No salesperson, no slides.
  • A clear plan for what we would build, and roughly how long it would take.
  • A straight answer on whether it fits. No obligation either way.