AI Automation FAQ

We build AI automation for professional services firms. That means taking the repetitive tasks that pile up around your client work — intake, onboarding, document chasing, routine reporting — and building systems that handle them automatically. You stop doing the task. The automation does it instead.

No. We do not sell a platform or a licence. We build something specific to your firm and hand it over. There is no app to subscribe to and no software to renew.

No. We do not produce recommendations or reports. We build working automation and deliver it. The output is a system that runs, not a document that describes one.

We use AI as part of what we build. But we are not selling AI as a concept — we are solving specific problems in professional services firms. If a task can be automated without AI, we use the simplest approach that works.

The tasks that qualified professionals should not be spending time on. Common examples: client intake and onboarding sequences, document collection and chasing, engagement letter dispatch and tracking, routine client reporting, internal status updates, and appointment or deadline reminders. If it follows a repeatable pattern and does not require professional judgement, it is a candidate.

Solo practitioners and small firms in professional services — law, accountancy, financial advice, and consultancy. Typically between 1 and 15 people. UK-based, though we also work with firms on the US East Coast and in Europe.

No. Law firms are a primary focus because the admin burden is well-documented and the tasks are highly repeatable. But the same problems — and the same solutions — apply across accountancy, financial advice, and consultancy practices.

Our model is built around solo and small firm engagements. If you are a larger firm, get in touch and we will tell you honestly whether we are the right fit.

You receive a price before any work begins. That price does not change based on how long the build takes or how complex it turns out to be. There are no hourly rates, no variation orders, and no end-of-project surprises.

Once we have built and handed over your automation, there is no ongoing fee. We do not charge a monthly management fee, a support retainer, or a licence cost. The engagement ends when the build is complete.

You do. Every workflow, integration, and system we build is handed over in full at the end of the project. We retain no rights to it and no ongoing access unless you specifically ask us to.

That depends on the nature of the issue. If it is something that arose from the build itself, we will address it. If it is the result of a change in a third-party tool or platform, we will scope what is needed and give you a fixed price to fix it. We do not offer open-ended support retainers, but we do not disappear after handover either.

Potentially, but not to us. Most automations run on third-party platforms — tools like Make, Zapier, or n8n — which may have their own subscription costs. We will tell you exactly what those are before the build starts. In most cases they are modest, and some workflows run on free tiers.

Because it is not necessary for what we do. A retainer makes sense when you are buying ongoing strategic input or continuous development. We build something specific, hand it over, and it runs without us. Charging you monthly for something you no longer need us for would not be honest.

Yes. If you want to automate something else, we scope and price it as a new fixed-price project. There is no account management relationship, no preferred client programme, and no pressure to keep buying. You come back when you have a problem worth solving.

With a conversation about what is eating your time. We ask about the tasks, the volume, the tools you already use, and what a good outcome looks like. From that we scope the build and give you a fixed price. No commitment required to have that conversation.

It depends on the complexity. A focused single-workflow build typically takes one to two weeks. A broader engagement covering multiple processes takes longer. We will give you a timeline before anything starts.

Access to the tools you already use, answers to questions about how your processes actually work, and a review at the end before sign-off. Most clients find the time commitment is a few hours across the whole project.

No. You need to know how your business works. We handle the technical side.

We work with the tools you already use where possible. For automation logic, we typically build on Make, Zapier, or n8n. For AI components, we use whatever is most appropriate for the task. We will explain the stack clearly before the build starts.

That is a common starting point. Our demos cover the most common time-consuming tasks in professional services firms. Watching them often makes it obvious what applies to your firm. If you want a more structured conversation, we can talk through your current processes and identify where automation would have the most impact.

Usually, yes. Most practice management, CRM, and document systems have integration capabilities. We will check compatibility during scoping and tell you clearly if there are any limitations.

If your process changes and the automation needs to change with it, we scope the update as a new piece of work and price it accordingly. Most updates are straightforward.

Yes. Demos are available on the website and show realistic scenarios built around common professional services tasks. There is nothing to sign and no call required to watch them.

Yes. They are not slide decks or mock-ups. They show working automations running against scenarios drawn from actual professional services workflows.

Get in touch and tell us what you have in mind. We can discuss whether a tailored demo or scoping call makes more sense for your situation.

Small firms often benefit most. The admin burden falls on fewer people, which means the hours lost per person are higher. A two-person law firm where both fee-earners are spending time chasing documents has more to gain, proportionally, than a large firm with dedicated support staff.

Usually because previous attempts involved off-the-shelf software that was not built around how your firm actually works, or because it required ongoing management that nobody had time for. What we build is specific to your processes, and once it is running, it does not require you to manage it.

Most clients spend a few hours across the whole engagement — answering questions about their processes and reviewing the build before sign-off. The implementation work is ours, not yours.

Practice management systems handle case and matter management. They are not designed to automate the repetitive communications and admin tasks that happen around client work. Most of what we build sits alongside your existing system, not in competition with it.

Security is part of how we scope every build. We do not move client data through platforms that are not appropriate for professional use, and we will discuss data handling clearly before any work begins. If your firm has specific compliance requirements, tell us and we will build around them.

Watch the demos first. If the scenarios do not look like your work, it probably is not the right fit. If they do, the time saving is likely to be significant — professional services firms typically lose around 8 hours a week per fee-earner to tasks that automation can handle. One project recovering half that time pays for itself quickly.

The honest answer is that the busier you are with admin, the stronger the case for doing it. The time investment required from you is small. The time returned to you is ongoing. That said, if there is genuinely no capacity to spend even a few hours on scoping and review, we can talk about timing.

Watch the demos on the website. If something looks relevant, get in touch. We will have a conversation, scope what you need, and give you a fixed price. No commitment required before that point.

No formal minimum. We do not take on work that is too small to be worth your time or ours, but we will tell you that honestly in the initial conversation rather than turning away enquiries.

Yes. We work with firms on the US East Coast and in Europe, in addition to UK-based clients.

The demos are the clearest answer to that. If they look like your work, that is the evidence. We do not ask you to take our word for it.