For Accountants · Lawyers · Consultants · Advisers
Accountants, lawyers, consultants, financial advisers. We build AI systems that handle onboarding, document drafting, client comms, meeting summaries, and reporting — so your senior people bill more and your firm grows without proportional hiring.
The Pattern
Hours unbilled = waste. The problem: senior people spend 20–40% of their week on admin work that pays nothing — drafting standard documents, onboarding clients, summarising meetings, chasing signatures.
You can't just hire more juniors — they cost more, take 18 months to ramp, and won't ever do the senior work. AI takes the admin off your senior people without diluting your firm's work product. Different lever, better economics.
What We Build For PS Firms
Engagement letter signed → KYC/AML triggered → folders structured → kickoff scheduled → welcome sequence → first deliverable timeline drafted. End-to-end automatic.
Engagement letters, advice documents, contract reviews, client emails — all drafted by AI in your firm's tone using your templates.
AI watches your calendar and email, drafts time entries for your review. Senior people stop forgetting to bill.
Answers status questions ("when's my tax return going to be ready?"), reduces client-call volume by 40%+.
Daily view of who's billing, who's not, why. Pipeline + advisory across partners.
Flags upcoming deadlines, drafts client reminders. Never miss a filing window.
Got a specific PS workflow not on this list? Tell us →
Compliance, Privacy & AI Safety
We understand professional services firms can't experiment with client data. We deploy on your infrastructure where required, sign DPAs without negotiation, and we never use your data to train models. PII handling follows New Zealand Privacy Act 2020 and AU Privacy Act 1988 by default.
For legal: AI document drafting flags every clause that's outside your standard templates for human review. Nothing goes out the door without a partner's signature.
Case Study
The Problem
22-person firm in Auckland CBD. Partners spending 8 hrs/week each on engagement letters, onboarding admin, and standard advice docs. Onboarding took 14 working days.
What We Built
AI document drafter trained on the firm's templates and tone, integrated with Karbon. Onboarding workflow that auto-sends engagement letter → triggers KYC/AML → builds folder structure → schedules kickoff. Client portal chatbot for routine enquiries.
Free PS Firm Audit
We'll review where your senior people are losing time and which AI automations would pay back fastest.