AI AUTOMATION FOR EXPERT TEAMS

Spend more time on judgment and less on information handling.

Controlled intake, document and knowledge workflows for legal, accounting and consulting practices.

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WORKFLOW / PREVIEW CONTROLLED

01Client request

02Matter classified

03Documents checked

04Expert review

05System filed

01 — OUTCOMES

Start with the change
you need to measure.

Each implementation is shaped around the operating reality of your team and industry.

01Intake cycle

02Document handling

03Billable capacity

04Knowledge reuse

02 — USE CASES

Practical workflows.
Clear ownership.

Client intake

Designed with rules, exception handling and a visible system record.

Document classification

Designed with rules, exception handling and a visible system record.

Email triage

Designed with rules, exception handling and a visible system record.

Client follow-up

Designed with rules, exception handling and a visible system record.

Meeting summaries

Designed with rules, exception handling and a visible system record.

Knowledge assistant

Designed with rules, exception handling and a visible system record.

Internal search

Designed with rules, exception handling and a visible system record.

Deadline routing

Designed with rules, exception handling and a visible system record.

03 — EXAMPLE FLOW

From trigger to
traceable result.

Every workflow has a defined start, bounded decisions, controlled actions and a clear hand-off when confidence is low.

01TRIGGERClient request

02CONTEXTMatter classified

03ACTIONDocuments checked

04CONTROLExpert review

05SYSTEM UPDATESystem filed

TOOLS / SYSTEMS

Microsoft 365SharePointCRMDocument managementCalendar

04 — SCOPE & DELIVERY

Professional Services
from fit to operation.

Technology is selected after the workflow, constraints and success metric are clear.

01

Fit / problem

Intake, document handling or research eats billable time
You have defined processes for common matter/engagement types
Data-sensitivity rules (client confidentiality) are already documented

Not a fit if: Every engagement is bespoke with no repeatable intake pattern · No tolerance for any AI-assisted document handling regardless of controls

02

Outcomes / deliverables

Intake and classification workflow
Document-handling pipeline with confidentiality controls
Internal knowledge assistant
Deadline and task-routing setup

03

Architecture

Client request received
Matter/engagement classified
Documents checked against rules
Expert review for judgment calls
System filed and deadlines tracked

04

Tools / systems / integrations

Microsoft 365/SharePoint for document workflows
Practice or case-management CRM integration
Calendar integration for deadline routing

05

Controlled / controls

No AI-generated advice sent to clients without expert review
Document access respects existing confidentiality/ethical-wall rules
Full audit trail for compliance and billing purposes

06

Implementation / timeline & cost

Number of practice areas/workflows in scope
Document volume and confidentiality complexity
Integration with existing practice-management software
Ongoing knowledge-base maintenance

Process Pricing

IMPLEMENTATION

01AuditFit, process, metric

02MVPWorking core flow

03LaunchIntegrate and train

04OperateMonitor and improve

FAQ

Questions before
implementation.

01Does this create compliance risk with client confidentiality?+

The workflow is designed around your existing confidentiality rules — access controls and logging are part of the deliverable, not an afterthought.

02Will it draft client-facing advice?+

It can draft internal summaries and first passes; anything client-facing goes through expert review.

03Can it integrate with our practice-management software?+

In most cases yes, via API or Microsoft 365 — we confirm during audit.

BOOK FREE AUDIT

Start with one workflow
worth fixing.

We’ll identify the best first opportunity, the controls it needs and what a focused MVP would take.

Discuss your workflow