AI for Professional Services
Spend time on advice, not admin.
Intake forms, document chasing and scheduling consume billable hours. We automate intake, organise documents and give staff an assistant that can search internal knowledge.
Use cases
Where AI helps professional services.
Client intake
Structured intake with conflict-check details captured up front.
Document collection
Automated requests and reminders for missing documents.
Knowledge assistant
Staff search across policies, templates and precedents.
Meeting summaries
Draft summaries and action items for review.
- Assistants never provide professional advice to the public.
- Data handling designed with confidentiality obligations in mind.
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All prices in AUD.
Is client data used to train AI models?
We use providers and settings that do not train on your data by default, and we document the data flow for your records.