AI and custom software for professional services firms.

Your firm sells expertise by the hour or by the engagement. AI can take the drafting, searching, and admin off your professionals so more of their time goes to the judgment clients actually pay for.

01why now

Professional services firms are made of documents: proposals, engagement letters, memos, reports, workpapers, and years of past work that holds the firm's real knowledge. Most of that knowledge is hard to find, so people rewrite what a colleague wrote last year. Language models are now very good at exactly this: finding the right precedent, drafting from it, and summarizing long material.

There is also pricing pressure. Clients increasingly know that first drafts are cheaper to produce than they used to be, and are pushing back on hours. Firms that use AI to deliver faster can protect margin on fixed-fee work and spend their people's time where it counts.

02what we build

• Firm knowledge retrieval. Search and answers over your own past work, templates, and policies, with citations to the source documents and permissions that respect matter and client boundaries.
• Proposal and document drafting. First drafts of proposals, engagement letters, and recurring reports assembled from your best past examples and the facts of the new engagement, for a professional to review and finish.
• Intake automation. Inbound inquiries read, qualified, and routed, with the information needed for conflict checks or engagement setup collected before a person picks it up.
• Client portals. Documents, requests, status, and messages in one place instead of email threads. See custom internal tools and portals.
• Time and activity capture. Draft time entries and activity logs from calendars, email, and documents, so less billable time goes unrecorded.

confidentiality first

Client confidentiality shapes every design decision: which model providers are used and under what data terms, whether client data can be used to train anything (it should not be), how permissions follow matters and engagement teams, and what is logged. Professionals review every AI draft before it reaches a client. Your firm's own professional obligations, such as legal ethics rules or audit independence, set the boundaries, and we design within them.

a typical first project

Proposal drafting is often the best place to start. Most firms have hundreds of past proposals and statements of work, a few of which everyone agrees are the best. A retrieval layer indexes them, a drafting tool assembles a first version from the closest matches and the new client's details, and a partner edits rather than writes. It touches no client confidential matter data, it is easy to measure in hours saved per proposal, and it builds the trust and infrastructure for the harder projects that follow.

03who this is for

Law firms, accounting and advisory firms, consulting firms, engineering and architecture practices, and agencies, typically with enough people that knowledge is spread across many heads and folders. Sponsors are usually a managing partner, COO, or head of operations. If the first step is getting everyone productive with the AI tools you already license, start with AI training for teams.

Our public case studies are outside professional services, in healthtech, dental, and consumer apps. What transfers is the method and the engineering: the same retrieval and assistant work that powers the LLM assistant in Supreme Dental's apps applies to a firm's knowledge base.

04how it runs

1. Diagnose. Where professionals' time goes that is not judgment: searching, drafting from scratch, admin, chasing information. Each gets a number.
2. Fix the budget. A scoped plan with a fixed number, including the confidentiality and data decisions. Change requests are priced before they start.
3. Build in the open. Working software every two weeks, tested by the professionals who will use it, on real past matters.
4. Operate. We stay past launch to measure use and time saved, and to extend what works to the next practice group.

Related services: custom AI development, AI workflow automation, and Claude consulting.

05common questions about AI for professional services

How can professional services firms use AI?

Finding and reusing the firm's own past work, drafting proposals and recurring documents from the best examples, automating intake, capturing time and activity, and giving clients a portal instead of email threads. Professionals review every draft before it reaches a client.

Is it safe to use AI with confidential client information?

It can be, with the right design: model providers chosen for their data terms, no training on client data, permissions that follow matters and engagement teams, and logging of access. Your firm's professional obligations set the boundaries, and the system is designed within them.

Will AI reduce billable hours?

It reduces the hours spent on drafting and searching. Firms on fixed fees keep the margin, and firms on hourly billing can redirect time to higher value work and capture more of the time that currently goes unrecorded.

Can AI search our document management system?

Yes. A retrieval layer can index your document store and answer questions with citations to the source documents, respecting the same access permissions your people have.

Do we need custom software or just AI licenses?

Licenses and good training cover a lot of individual work. Custom software pays off when the value depends on your own knowledge base, your intake process, or a client-facing portal that off-the-shelf tools do not provide.

How much does it cost?

A fixed number agreed before work starts. Change requests are priced before they are started, never after.