AI for accountants and law firms
AI for solicitors and accountants
Professional firms bill for expertise, not admin. AI drafts the routine, chases the missing documents and answers the how-do-I questions, with everything reviewed by a qualified person before it goes out.
Where to start
The usual first wins.
- 01
Client onboarding
Intake forms, ID checks and engagement letters without the email back-and-forth.
- 02
First-draft documents
Letters, summaries and standard documents drafted from your templates.
- 03
Document chasing
Clients reminded for records before the deadline, automatically.
- 04
Staff training and policy
A clear line on what AI may and may not be used for with client data.
Locally
Firms in Southport and Liverpool city centre face the same regulator expectations. A written AI policy is now part of doing it properly.
- Meet
- Coffee in Southport or Microsoft Teams
- Hours
- Weekdays, 6pm to 10pm
- First step
- Free 20-minute call, then a fixed quote
Services
Services solicitors and accountants use most
- Automate
Workflow automation
Quotes, invoices, reminders and CRM updates that happen without you.
- Teach
Team workshops
Half-day sessions for staff, built around your own documents and daily tasks.
- Build
Website chatbot
An assistant trained on your prices, opening hours and services that answers 24/7.
- Advise
AI consultancy
Ongoing plain-English advice on tools, prompts, costs and what to ignore.
Next step
Run a business like this? Let's find your first win.
Weekdays, 6pm to 10pm · Teams nationwide, or coffee in Southport