Pro Services

Professional Services

Help legal, consulting, accounting, and advisory firms accelerate research, drafting, and intake without giving up oversight.

Context

Document-heavy work, AI-friendly territory

Professional services firms generate and consume large volumes of documents, communications, and research. AI is a strong fit when paired with strong governance and human review.

Where AI fits

What we help with

01

RAG over matters & contracts

Search and answer questions across matters, contracts, and policies — with citations and access controls.

02

Drafting acceleration

First-draft email, summary, memo, and report generation that experts edit, not start from scratch.

03

Intake & triage

Structured intake with AI-assisted classification, conflict checks, and routing.

04

Status & reporting

Auto-summary of matter status, time entries, and project updates from existing systems.

Common patterns

How AI shows up in pro services

The wins are generally quiet: faster first drafts, easier search, better intake. Human judgment stays central — we just shorten the path to it.

Permission-aware retrieval

RAG that respects ethical walls, matter access, and confidentiality boundaries.

Templated drafting

AI drafts using firm templates and tone, ready for expert revision.

Intake automation

Smart forms and triage that route matters while flagging conflicts.

Operational reporting

Periodic summaries pulled from billing, time, and matter systems.

Services we draw on

Typical service mix

AI & ML Development

RAG, drafting assistants, and matter-aware retrieval.

Database & Data Engineering

Document indexing, embeddings, and access-controlled retrieval layers.

System Integration

Document management, billing, time, and CRM systems wired in.

UX, UI & Product Design

Trustworthy interfaces with strong source attribution and review patterns.

Other industries

Knowledge-heavy team looking to deploy AI carefully?

Bring us a workflow with high volume and clear oversight needs. We'll scope a pilot built around governance, not vibes.

Tell us about your project