What makes a process worth automating?
Three things. It repeats, weekly or monthly, rather than once a year. It follows a structure that an experienced person would recognise even if nobody has written it down. And it currently depends on someone senior assembling information that already exists elsewhere in the firm. Each page below explains one such job: what it costs today, why it gets done twice, what a rebuilt version looks like and what changes for the team.
How do you automate proposal writing?
Why fee proposals and pitches get rewritten from old ones, what a rebuilt proposal process looks like, and how a firm gets it live in 30 days.
How do you automate client reporting?
How to cut client reports from hours to minutes: why reporting gets done twice, what a rebuilt process looks like, and what changes for your team.
How do you automate meeting notes and follow-up emails?
Stop writing up every client meeting twice. How a rebuilt process turns a conversation into notes, actions and a follow-up email your team only checks.
How do you automate file notes and case notes?
File notes written days late, or not at all, are a risk as well as a cost. How to rebuild case note writing so the record is made as the work happens.
How do you automate timesheets in a professional services firm?
Timesheets filled in from memory lose chargeable time. How to rebuild time capture so entries are drafted from the work itself and fee earners only confirm.
How does AI document review work for professional services firms?
Reading hundreds of documents to pull out a few facts is slow, dull and error prone. How AI document review is rebuilt so your team checks, not reads.
How does AI contract review work for UK firms?
Check incoming contracts against your firm's standard positions in minutes. AI marks up the deviations, and a qualified person always makes the call.
How do you automate compliance evidence collection?
Stop scrambling for proof before every inspection, accreditation or client audit. How to rebuild evidence gathering so the pack is ready before it is asked for.
How do you create an automated audit trail for client work?
Know who prepared, checked and approved every piece of client work, and when, without anyone filling in a sign off sheet. How an automated audit trail is rebuilt.
How do you automate quality records for ISO 9001?
Nonconformities, corrective actions, management reviews and document control, kept as work happens rather than rebuilt the week before the auditor arrives.
How do you automate client onboarding in a professional services firm?
Identity and anti-money-laundering checks, engagement letters and system set-up joined into one onboarding process, so a new client is ready to work in minutes.
How do you automate supplier due diligence?
Supplier questionnaires, certificates, insurance and renewals handled as one process, so vetting a supplier is a review of evidence, not weeks of chasing.
How do you automate invoice preparation in a professional services firm?
Draft bills built from recorded time, fee agreements and disbursements, with narratives written for the client, so billing week stops swallowing partner time.
How do you automate fee estimating?
Build fee estimates from your own past jobs, rates and assumptions, so quoting takes minutes, stays consistent between partners and learns from every job.
How do you automate scope of work documents and engagement letters?
Engagement letters and statements of work drafted from your own clause library and the agreed fee, so every scope is clear, consistent and ready to sign.
How do you automate technical report writing?
Surveys, assessments and engineering or environmental reports drafted from field notes, data and your own templates, then checked and signed off by the author.
How do you automate inspection records?
Periodic inspections in facilities, property, environmental and healthcare settings, recorded once on the day and turned into records, reports and actions.
How do you automate client handover documentation?
Handover packs compiled in the final fortnight miss things. How to build the pack as the work runs, from records your team keeps, and sign it off in minutes.
How do you set up AI search across your firm's internal documents?
Fee earners lose hours hunting for last year's advice, precedents and reports. How AI search across your own documents works, with every answer sourced.
How should a firm manage its document templates?
Old wording, the last client's name, clauses nobody approved: why firm templates drift, and how a controlled library generates documents in minutes.
How does AI email triage work for a professional services firm?
Shared inboxes read by three people and answered by none. How AI email triage sorts, routes and drafts replies for a professional services firm.
How do you automate enquiry and lead qualification?
Good enquiries answered late, poor ones given a partner's hour. How to automate enquiry qualification so every lead arrives sorted, checked and drafted.
How do you automate public sector tender responses?
Public tenders under the Procurement Act 2023 reward answers written to the criteria. How to draft them from a maintained evidence library, not from scratch.
How do you automate board reports and management packs?
The monthly pack that takes a week after month end. How to build board and management reporting from your own systems, with commentary drafted for review.
Can AI write your standard operating procedures?
Procedures written for an audit and never touched again. How AI drafts SOPs from the way work is really done, and keeps them current as it changes.