Accounting, advisory and consulting firms

The admin around the advice.

Professional services firms sell expertise and spend a surprising share of the week on the scaffolding around it: onboarding a client, getting an engagement letter signed, chasing the information needed to start, assembling a report from work that is already done, and reconciling time to a bill. None of that is the advice, and all of it is billable capacity.

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Four workflows, in your vocabulary

The work, not the buzzword.

Each one says what arrives, what the agent does with it, where a person still stands in the way, and what gets counted afterwards. If a workflow cannot be written that way, it is not ready to be built.

Client onboarding and file opening

What arrives: A new client agreed on a call, with their details, entity structure and identity documents arriving over the following week by email, in pieces, from more than one person.
What the agent does: Captures the details once, checks them against your onboarding checklist, extracts entity and identifier details from the documents supplied, opens the client and engagement in your practice system and tells the client what is still outstanding.
Where the human gate sits: Client acceptance stays a partner decision. The file cannot leave draft until a person records the acceptance and the identity verification outcome.
What gets measured: Days from agreement to file opened, and the number of onboarding items still outstanding at the point work starts.

Engagement letters, out and back

What arrives: A scope agreed verbally, which then has to become a letter that matches your standard terms, go out for signature and come back before anyone can start.
What the agent does: Drafts the letter from your template using the scope, fee basis and deliverables agreed, sends it for signature once approved, follows up on the schedule you set and files the executed copy against the engagement.
Where the human gate sits: No letter leaves the firm without a partner approving the draft. Scope and fee wording are never generated beyond what was recorded on the call.
What gets measured: Days from scope agreed to letter executed, and the share of engagements that began without a signed letter on file.

The information request list

What arrives: The list of items you need from the client before the work can proceed, sent once and then chased by whoever remembers, with items trickling back attached to replies to replies.
What the agent does: Tracks the list item by item, matches each returned document to the item it satisfies, follows up only on what is genuinely still outstanding and keeps the client's view of the list current.
Where the human gate sits: Chasing stops on the threshold you set and hands to the engagement manager. Anything the agent cannot match to a list item goes to a person rather than being marked complete.
What gets measured: Days from request issued to list complete, and the number of follow-ups a person still had to send.

Report and work paper assembly

What arrives: Work that is finished and evidenced across spreadsheets, notes and system exports, which now has to become a report in the firm's format.
What the agent does: Drafts the standard sections from the underlying work papers, populates the tables and figures with each one linked back to its source, and flags where the evidence does not support the section it is meant to fill.
Where the human gate sits: Findings, opinions and recommendations are written by the person who did the work. The agent drafts the surrounding structure and never generates a conclusion.
What gets measured: Hours spent assembling rather than analysing, and the number of review comments about formatting versus substance.

The results we can actually evidence

No invented professional services study. Here is what we can substantiate.

faster intake to instruction

45% Client's own tracked operating KPI, before and after the same definition

per land sale contract reviewed

1-2 hrs to ~10 min Client's existing time tracking, same review step before and after

Both measured results come from legal and conveyancing clients, against metrics those firms were already tracking. The onboarding, chasing and assembly workflows on this page are the same shape of work, but we will not publish a professional services figure until a professional services client produces one. Every engagement starts by agreeing the baseline you will be judged against.

Read how both were measured

Professional obligations that shape the deployment

What the sector will not let an agent do.

A firm's licence to operate rests on obligations that an agent cannot hold. Each one below is a boundary the deployment is built around rather than a risk to be managed later.

The advice remains the firm's: Agents draft structure, gather evidence and prepare the pack. Conclusions, opinions and recommendations are authored by the practitioner who is accountable for them. Nothing generated is presented to a client without a named person releasing it.
Client confidentiality across engagements: Access is scoped per engagement rather than firm-wide, so an agent working one file cannot read another. Where independence or information barriers apply, the agent's access reflects them the same way a person's would.
Documented review and quality control: Every draft carries the source of each figure and each extracted fact, and the release step records who reviewed it and when. That is the evidence a quality review asks for, produced as the work happens.
Client verification and acceptance: The agent collects and checks documents against your checklist. It does not verify identity or accept a client. Those decisions stay with a person and are recorded as decisions, which is what makes the file defensible.
Lodgements, filings and client money: Out of scope by default. Anything with a regulatory or financial consequence stays approval-gated, and we would advise leaving it there however accurate the workflow becomes.

This is a description of how the deployment is built, not legal, financial or compliance advice. Your own obligations should be confirmed with your own advisers. The security page sets out hosting, model choice, retention and access in full.

How it starts

A pilot, not a transformation programme.

One workflow, a baseline agreed before anything is built, an agent running supervised inside the tools you already use, and a keep-or-kill number at the end. Pilots start from $5,000.

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Common questions

The ones people actually ask.

Would it touch client money or lodgements?

Not without a person releasing it. Anything with a financial or regulatory consequence stays approval-gated by default, however accurate the agent becomes.

We use a practice management system. Does that matter?

It is usually where the work lives, so it is usually where the agent works. Integration is part of solution design and is scoped before the pilot.

Our engagements are all different.

Most of the variation sits in the advice, not the admin around it. We start with the part that repeats and leave the judgement where it belongs.

Where would we start?

One workflow, agreed with you, with a baseline captured before anything is built. That is the fixed-scope pilot and it ends in a keep or stop decision.

Where else this shows up

Legal and conveyancing Document-heavy operations Finance and back office

All industries Use cases by workflow Security and trust Case studies How we work