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Document-heavy, regulated and short on time.
The practices where careful automation returns the most capacity are the ones where mistakes matter. These are the sectors we understand best, and the specific work we do in each.
Advisers, planners and lenders running on Microsoft 365 or Google Workspace.
Client onboarding, identity documents, compliance records and reporting, inside a tenant that has to satisfy licensees and auditors. Where the practice also needs to win clients online, the public platform is engineered to the same standard: see Intelligent Web Platforms.
Typical work
- Identity and statement document classification and filing
- Inbox triage and drafted client correspondence for approval
- Compliance record keeping with an audit trail
- Pipeline and review-opportunity reporting
- Conditional access and data-boundary design for client data
- Knowledge retrieval over policies, products and client files
Why it works here
Financial services practices already have the structure automation needs: defined document types, defined stages and a compliance reason to keep everything in order.
Brokerages drowning in loan documents.
Every application generates identity documents, payslips, bank statements, contracts and lender correspondence. Filing and finding them is the job nobody was hired for.
Typical work
- Deal-anchored document classification, naming and filing
- Bulk migration and reclassification of historical files
- Inbox sweeps, summaries and drafted replies for approval
- Land and building contract review against the broker's checklist
- Scheduled lender-rate information maintenance
- Pipeline, did-not-proceed, inactive and refinance-review reporting
End to end: acquisition and operations
- Search-focused platform with service and location pages
- Educational guides and Q&A content
- Mortgage calculators
- General-information AI assistant
- Structured lead capture and qualification, with consent
- BrokerEngine and Microsoft 365 integration with follow-up tasks
- Microsoft 365 as the system of record
- Inbox and document intelligence
- Contract analysis against the broker's checklist
- Lender intelligence and reporting
- Refinance-review and follow-up workflows
- Specialist agents with human approval
Accounting, advisory and consulting firms.
Engagement files, proposals, inbox triage and knowledge retrieval, for firms whose product is the time of their people.
Typical work
- Engagement and client document intelligence in SharePoint or Google Drive
- Proposal and letter drafting for partner approval
- Knowledge systems over precedents and prior work
- Joiner, mover and leaver automation across Microsoft 365 or Google Workspace and connected SaaS
- Microsoft 365 or Google Workspace governance and information architecture
- Operational reporting from practice systems
Matter-based document intelligence and secure knowledge.
Law firms and conveyancers where a misfiled document or an unchecked email is a real harm, and where every action needs a record.
Typical work
- Matter-anchored classification, naming and filing
- Contract analysis against firm-defined checklists
- Secure, permission-aware knowledge retrieval
- Correspondence triage and drafts for solicitor approval
- Data boundaries and third-party processing decisions documented
- Audit of every AI-assisted step
Identity-first environments for practices and providers.
Referral and correspondence workflows where the data boundary is not negotiable and the Microsoft 365 or Google Workspace tenant has to prove it.
Typical work
- Entra ID or Google identity, conditional access and device compliance design
- Referral and correspondence classification and routing
- Secure sharing and retention policies in SharePoint and Exchange, or Google Drive and Gmail
- Explicit data-flow design before any AI processing
- Backup and recovery with tested restores
- Managed operations with security monitoring
Not listed? The architecture still applies.
If your business runs on documents, email and Microsoft 365 or Google Workspace, tell us what is consuming the week.