AI for accountants, solicitors and advisers.
AI that never sends client data where it shouldn’t. Onboarding, file notes and research done in minutes, with a partner approving anything that matters.
Where the hours go.
Onboarding and chasing documents
Checking IDs and proof of address, keying details into the practice system, and chasing whatever’s missing.
Meeting notes to file
Writing up calls and meetings into file notes and actions, often at the end of the day.
Finding the right precedent
Searching old letters, templates and guidance for the version you used last time.
A new client, checked and ready to approve.
This is the kind of automation we build. Pick a job and press run to see what the AI pulls out, and what it leaves for a person to approve.
Sample data only. Nothing you see here is stored or sent.
New client email to a checked onboarding record
- Client
- James Okafor
- Service
- Self assessment
- Business
- Sole trader, photography
- Trading since
- 1 August 2025
- UTR
- ••••• •7890 (masked)
- Proof of ID
- Passport, in date
- Proof of address
- Council tax bill
- Bank statements
- 3 received
What we automate for practices.
New client pack to a checked onboarding record
Reads a new client’s email and documents, checks ID and proof of address, pulls out their details and prepares the record and engagement letter for a partner to approve.
5 hours a week, typically
Outlook, IRIS, CCH, Xero Practice Manager or similar, Your e-signature tool
Private assistant over your own precedents
A private assistant that answers questions only from your firm’s own precedents, templates and guidance, and shows which document each answer came from.
4 hours a week, typically
SharePoint or Google Drive, A private AI workspace in your tenancy
Call recording to file note and actions
Turns a recorded client call or meeting into a file note in your house style, with decisions and actions, ready to file against the client.
3 hours a week, typically
Teams or your phone system’s recordings, Your practice management system
Built for regulated work.
The questions your compliance partner will ask, answered first.
Client data stays in the UK or EU
We choose AI providers and regions per project, on business terms that rule out training on your data.
A person approves anything that matters
AML checks, advice, anything filed and anything sent to a client wait for a qualified person.
A record of what the AI did
Every automation keeps an audit log, so you can show what happened and why.
Paperwork for your files
A data processing agreement, a list of sub-processors and a short AI use note for your staff on every project.
Cyber Essentials and ICO registration
We follow ICO guidance on AI and data protection, and every automation has a kill switch.
Accountants: bring us to your clients.
Most small firms ask their accountant about technology first. We’ll run a free AI session for your clients, and pay a 10% referral fee on any work that follows.
See where AI is safe to use in your practice.
The free readiness check flags data risks as well as opportunities. Or book the audit: half a day on site, credited in full against the build.