Professional Services

Save time on admin, client onboarding and document management, with confidentiality built in.

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End of the day, facing a pile of paperwork.

For accounting, consulting, architecture or medical practices and other professional service providers, AI and automation reduce time spent on administration: scheduling, document collection, reminders, information retrieval and first drafts. Client data confidentiality is a central criterion in every technical choice.

The approaches below are possible options, to be adapted to your profession, its ethical rules and your tools.

Industry challenges

  • Endless document collection

    Documents requested from clients arrive incomplete, through several channels, after several reminders.

  • Manual scheduling

    Bookings, reminders and rescheduling take up reception or partners' time.

  • Scattered internal knowledge

    Templates, notes and answers to recurring questions are hard to find.

  • Repetitive writing

    Letters, meeting notes and summaries often follow the same structure.

  • Strict confidentiality requirements

    Client data cannot be entrusted to just any tool.

Suitable solutions

  • Automated collection and reminders

    Lists of expected documents, automatic reminders and filing of received documents.

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  • Internal document assistant

    Search across your templates and internal notes, with hosting choices suited to confidentiality.

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  • Local and specialist visibility

    Local SEO, expertise content and an up-to-date business profile.

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  • AI usage framework

    Internal rules on permitted data, review and accountability.

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Possible workflows

Opening a new client file

  1. File created once the engagement letter is signed
  2. Client sent the list of documents and an upload space
  3. Received documents checked and missing items listed
  4. Automatic reminders until the file is complete
  5. Responsible team member notified

Client appointment

  1. Online booking on an available slot
  2. Confirmation and preparation checklist sent to the client
  3. Reminder the day before
  4. Meeting notes drafted from notes and approved by the professional

KPIs to track

Time to complete client filesMeasures how automated collection affects production.
Admin time per fileShows time returned to billable work.
No-show rateAutomatic reminders aim to reduce it.
Client response timeContributes to client satisfaction and loyalty.

Prerequisites and limits

  • A clear policy on which client data may be processed by external tools.
  • Up-to-date document templates and internal procedures.
  • Compliance with your profession's ethical rules, to be checked with your professional body.

For the most sensitive data, self-hosted or non-AI solutions may be preferable.

Let’s look atyour case

Save time on admin, client onboarding and document management, with confidentiality built in.

Book a consultation