Industries

Document Intelligence & Practice Automation

Professional Services

AI document processing, automated accounting and advisory operations, and custom BI dashboards that show utilisation before the month closes.

Automation workflow

  1. Client EnquiryQualified before it reaches you
  2. Discovery CallNotes and actions transcribed
  3. ProposalScoped, priced and sent
  4. Project KickoffWorkspace and plan provisioned
  5. ExecutionTime, tasks and approvals tracked
  6. DeliveryHandover pack assembled
  7. Client SuccessRenewals and referrals prompted

6xFaster File Turnaround

What we build

  • Structured data out of client PDFs and scans
  • Automated engagement and billing workflows
  • Utilisation and realisation dashboards
  • Deadline tracking across every client file

Client data stays partitioned per engagement, end to end.

Typical stack

  • Claude
  • Xero
  • Power BI
  • S3
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