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AI for accountants and law firms

AI for solicitors and accountants

Professional firms bill for expertise, not admin. AI drafts the routine, chases the missing documents and answers the how-do-I questions, with everything reviewed by a qualified person before it goes out.

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The usual first wins.

  1. 01

    Client onboarding

    Intake forms, ID checks and engagement letters without the email back-and-forth.

  2. 02

    First-draft documents

    Letters, summaries and standard documents drafted from your templates.

  3. 03

    Document chasing

    Clients reminded for records before the deadline, automatically.

  4. 04

    Staff training and policy

    A clear line on what AI may and may not be used for with client data.

Locally

Firms in Southport and Liverpool city centre face the same regulator expectations. A written AI policy is now part of doing it properly.

Meet
Coffee in Southport or Microsoft Teams
Hours
Weekdays, 9am to 5pm
First step
Free 20-minute call, then a fixed quote

Services solicitors and accountants use most

  • Cafés, restaurants and takeaways
  • Trades and contractors
  • Estate and letting agents
  • Solicitors and accountants
  • Dentists, clinics and therapists
  • Shops and online stores
  • Hotels, B&Bs and holiday lets
  • Gyms, salons and personal trainers
  • Charities and community groups
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“Stan was a big help with getting my website up and running.”
Vera Staiger

Run a business like this? Let's find your first win.

Book a free call Not sure yet? Free AI opportunity check

Weekdays, 9am to 5pm, Teams nationwide, or coffee in Southport