Professional services
Fewer reminders.More time for client work.
Document collection, client onboarding, file tracking and well-governed AI use: we lighten the work around your expertise.
- Client file organizedJust now
- File opened2 min ago
- Output reviewed by a professional5 min ago
Everyday pain points
Does any of this sound familiar?
- You chase clients for the same documents every year.
- Documents arrive by email, in all kinds of formats.
- Onboarding a new client takes several back-and-forths.
- Your team uses AI without shared rules on what can be shared.
How it works
From scattered to systematic.
Today: emails, attachments, phone… Here’s how those requests come out handled, tracked and measured.
What comes in
What comes out
- Emails
- Attachments
- Phone
- Paper forms
- Professional software
- Simple document collection
- New client onboarding
- Governed AI
Use cases
What we could lighten for you.
Illustrative examples, with fictional data. Each workflow is adapted to your tools and confirmed with you before work begins.
- Checklist sent to the client
- Documents uploaded
- Reminder if needed
- Client file organized
- Onboarding form
- Engagement letter prepared
- File opened
- Task selected
- Usage rules applied
- Output reviewed by a professional
And more
More possibilities for your industry.
27 examples from the realm of possibilities, chosen for professional services.
- AI agents
- Automations
- Dashboards
- Website
- AI training
- Integrations
- Client portal
- CRM
- Automated reports
- AI usage policy
- Smart forms
- Knowledge base
- Internal assistant
- Request tracking
- Appointment booking
- Client follow-ups
- Meeting transcription
- Document search
- Access and permissions
- Microsoft 365
- Change management
- Electronic signature
- Invoicing
- Backups
- Document collection
- Automatic summaries
- Sorted emails
Recommended services
Where to start.
AI transition to set rules for your team’s use of AI, and custom tools for documents and client files.
Frequently asked questions
Are our clients’ documents protected?
We access only what is necessary, you keep control of access, and every intervention is documented. Documents are uploaded into your tools, following your firm’s rules.
Can you work with our professional software?
We start with your current tools and connect them where possible. If a connection isn’t possible, we tell you plainly.
Can AI replace professional judgment?
No. It can prepare a draft or a summary, but every output is reviewed by someone on your team before it is used.
Let’s talk about your next step.
A free 30-minute discovery call, with no commitment. Or simply ask your question.