AI inside the document-heavy parts of client work
Quote drafting, contract review, RFP responses. The work that sits between the partner's brain and the final document, where AI quietly earns its place.
Professional services firms ship documents for a living. Most firms have the same five or six document workflows running through partners, associates, and ops, every week. That's where automation pays back fastest — not the partner's judgement, the scaffolding around it.
The jobs we'd look at first.
Quote and proposal drafting
First-draft proposals built from your past wins, current rate cards, and the client's brief — checked by a partner, not written from scratch by one.
Contract review and redlining
First-pass clause flagging against your playbook, so the junior associate spends an hour reviewing the flags instead of three hours reading the contract.
RFP and tender responses
Draft answers stitched from your previous winning responses, with a human owner for the final spin and the commercial framing.
Client intake and matter triage
Structured summaries of the client brief, routed to the right team, with a clean record of what was asked and what's been promised.
The projects we'd turn down.
Worth being explicit. These are the asks we'd say no to in this sector — and saying no is part of the work.
We would not generate final-form legal advice or client-facing opinions without a partner signing off on every line.
We would not automate billing or trust account movements — money handling stays with humans and the systems they already trust.
We would not build a chatbot that replaces a partner conversation. The conversation is the product; we automate the paperwork around it.
A first call, no slides.
Tell us the workflow. We'll tell you, plainly, whether it's worth a Diagnostic and what we'd expect to find.