Professional services

Your team should be advising clients. Not searching the press and chasing documents.

We build systems that do the searching, sorting and first drafts behind every client file. Every finding comes with its source. Nothing leaves the firm until someone on your team has checked it and signed off.

Start your free auditStarts with a short call. Ends with your Opportunity Map.

Sound familiar?

Where the hours go today.

01
Screening one name takes an afternoon
Every new client means names to check. Your analyst searches registries and news sites by hand, reads page after page, and pastes links into the file. Local names with little coverage take the longest, and they are the ones that matter.
02
Half the onboarding is chasing
The ID is missing. The beneficial owner extract is out of date. The engagement letter is unsigned. Someone sends the same reminder from Outlook three times, and the file sits open for weeks.
03
Billable time disappears into admin
The shared mailbox needs sorting. Memos start from a blank page. Filing deadlines live in an Excel sheet one person keeps up to date. Every hour spent there is an hour not billed, and one missed date is a real risk.

Use cases

A few things we could take off your plate.

Built: Already running for a real client.
We can build this: Designed for your industry. Scoped with you after the audit.

01We can build this

Adverse media screening with a source for every hit

Today

An analyst types each name into a search engine and a few news sites, in two or three languages. They read what comes up, decide what is relevant, and copy the links into the KYC file by hand. Obscure local names take the longest and are the easiest to miss.

With the system

The system searches live news and public sources for every name in the file, in French, Dutch and English. Each hit comes back with its link, its date and the exact passage. Nothing is written from memory, and a name with no hits says so plainly. Your analyst reviews the shortlist and makes the call. The search method is documented, so the same check can be rerun and shown to an auditor.

02We can build this

Client onboarding without the chasing

Today

Your team emails a checklist, waits, then checks the shared mailbox for what came back. ID cards, company extracts and beneficial owner details arrive in pieces, in different formats. Someone tracks what is missing in Excel and sends the reminders by hand.

With the system

Each new client gets one clear request for the documents you need. The system checks what arrived, files it in the right client folder, flags what is missing or expired, and sends polite reminders on a schedule you set. Your team only opens the file when it is complete and ready for review.

03We can build this

The shared mailbox, sorted before you open it

Today

Client questions, document drops, invoices and newsletters all land in the same inbox. Someone reads every email to work out which client it belongs to and who should handle it. Urgent requests sit behind routine ones.

With the system

Every incoming email is matched to its client and sorted by type and urgency. Routine requests get a draft reply ready for review. Anything urgent or sensitive goes straight to the right person. Nothing is sent without a human approving it.

04We can build this

First drafts of memos and reports from your own templates

Today

A memo or file report starts from an old document. Someone copies the structure, deletes the previous client's details, then rebuilds the facts from notes and emails. The real thinking starts only after an hour of assembly.

With the system

The system pulls the facts from the client file into your own template and marks where each one came from. The partner gets a first draft to correct and complete, not a blank page. The judgement and the signature stay with you.

05We can build this

Deadlines and periodic reviews that never slip

Today

VAT returns, annual accounts filings and periodic KYC reviews are tracked in an Excel sheet or in one person's head. When that person is away, dates get missed or caught the day before.

With the system

Every recurring deadline is tracked per client. The right person gets a reminder with enough lead time, plus a list of what is still missing from the client. Reviews that are due show up before they are late, not after.

06Built

Website enquiries captured and first questions answered

Today

Enquiries come in through the contact form and land in an inbox. Someone copies them into a list. Simple questions about your services wait until a partner has time to reply.

With the system

Every enquiry goes straight into a database, with nothing retyped. A chatbot on the site answers first-line questions about your services, day and night. Anything specific to a client's situation goes to a person.

Free audit

Find out which idea is worth building first.

On the free audit we go through how your business runs today, the ideas on this page and the ones you bring, and look for the work AI can take over. You leave with your Opportunity Map: every opportunity we found, ranked by what it is worth to you.

One hour on how your team works today
Bring any idea you have. If AI can do it, we can build it
Your Opportunity Map: every opportunity ranked, with what it is worth to you
Yours to keep, whether we work together or not

Start your free audit

Other industries

Your team should be advising clients. Not searching the press and chasing documents.

Where the hours go today.

Screening one name takes an afternoon

Half the onboarding is chasing

Billable time disappears into admin

A few things we could take off your plate.

Adverse media screening with a source for every hit

Client onboarding without the chasing

The shared mailbox, sorted before you open it

First drafts of memos and reports from your own templates

Deadlines and periodic reviews that never slip

Website enquiries captured and first questions answered

Find out which idea is worth building first.