AI for Accountants, Lawyers & Consultants
Automate document preparation, client communication, and knowledge management — with the governance controls your profession demands.
We Work Best With Businesses Like Yours
Our services are designed for small-to-medium businesses who want AI efficiency with proper controls.
- Accounting firms, law offices, or consultancies
- Processing high volumes of documents and client correspondence
- Subject to professional conduct rules and regulations
- Want efficiency without compromising professional standards
- Need secure systems for sensitive client information
What AI Can Do for Your Business
Each workflow starts with your existing tools, generates drafts, and requires your approval before any action is taken.
Document Drafting
AI drafts client letters, reports, and standard documents from your templates and notes — you review and finalise.
Compliance Checklist Automation
Automated checklists for regulatory filings, client onboarding, and annual reviews — nothing falls through the cracks.
Knowledge Base Assistant
A private AI that helps your team find answers across policies, precedents, templates, and procedures.
Client Communication Drafts
Follow-up emails, meeting summaries, and status updates drafted by AI — always reviewed before sending.
Meeting & Deadline Management
AI tracks filing deadlines, meeting schedules, and client milestones — sending reminders before things are due.
Client Onboarding
Streamline client intake with AI-assisted form processing, ID verification tracking, and engagement letter generation.
What We Don't Do — By Design
These boundaries exist to protect you and your customers.
- AI won't provide legal, tax, or financial advice
- AI won't access client files without proper authorisation
- AI won't auto-send client communications without review
- AI won't replace professional judgement or certification
These boundaries keep you compliant with your professional body's conduct rules.
Built for NZ Professional Services
Our workflows respect professional conduct rules, AML/CFT requirements, and Privacy Act obligations.
Professional Conduct
AI assists with admin and drafting — never with regulated professional advice.
AML/CFT
Client identification and record-keeping supported with proper audit trails.
Privacy & Confidentiality
Client data isolated and encrypted, with role-based access controls.
Let's Modernise Your Practice
In 45 minutes, we'll identify the workflows eating your billable hours and show you how AI can help — without compromising professional standards.