We help businesses get AI doing real work  ·  Read our letter ↗
← who we build for01 · Accountancy, legal and advisory practices

Your fee earners are doing too much preparation.

The work is judgement, but most of the hours go on getting ready to make it: pulling papers together, drafting the same letters, chasing clients for things they were already asked for twice. That is the part that can go.

What we usually build first

Taking on a new client

Engagement letters, checks and the client record all produced from one conversation.

Reading what arrives

Accounts, contracts and correspondence read, summarised and cross-checked before a fee earner opens them, so they start with a view, and the detail underneath it.

The client report

Drafted from live numbers in the practice's own voice, so the job becomes checking it.

If your partners spend their billable hours getting ready to advise, this is the one. We would still start by watching your team do it, because every business does this slightly differently and the difference is where the time goes.

Tell us what your team does See how working with us goes
also
IT and managed services · MSPs, IT services firms and resellers
Software companies · B2B software firms, bootstrapped or backed
Manufacturing and trades · Manufacturers, distributors, construction and specialist trades
Backed businesses · Businesses with an investor, and the funds that back them

What is eating your team’s time?

Tell us Not ready? Read this first