— Industry
AI automation and custom software for professional services firms
Professional services firms sell judgement and time. The operational drag is almost always administration around that work — intake, document handling and reporting — not the advice itself.
These are example patterns for discussion, not a claim that a customer's systems are already integrated or that particular time savings have been achieved.
01Common operational problems
An example workflow
Where AI helps specifically
Working with your existing software
I build against the practice management, CRM and document systems you already run. See the AI Workflows and Custom AI Systems capabilities for how this is usually structured.
Where human approval stays in the loop
Anything with legal, financial or compliance consequences is drafted for review, not auto-sent. A person remains accountable for advice and client communication.
Why it's worth doing
The measurable win is fewer billable hours lost to administration and faster turnaround on document-heavy matters, with an audit trail for what was extracted and by whom it was reviewed.