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Engagement

Professional services

Intake that stops consuming partner time, and expertise that is findable.

AI · Growth

Professional services

In most advisory and legal firms the bottleneck is not demand. It is that every new matter waits on a senior person before anyone else can touch it.

Judged on

  • Time from enquiry to matter summaryMedian, measured in working hours.
  • Summary acceptance rateWhat proportion is accepted with light edits, tracked against the evaluation set.
  • Senior hours returnedThe number the engagement is actually judged on.
  • Enquiries from search and AI answersTracked separately, because they convert differently.

The pattern

What we keep
walking into.

  • Intake is a Word template, an email thread and a conflicts check done partly from memory.
  • New matters wait days for a summary, and two or three senior people spend a day a week producing them.
  • The firm's expertise is genuine but close to invisible to search engines and to AI assistants.
  • Reporting to clients is assembled by hand every month.
  • Precedent and know-how are spread across drives, inboxes and individual memories.

The approach

What we do
about it.

  1. Score the work before automating any of it

    Every recurring task across intake, research and reporting, scored on volume, minutes per instance, how rule-based it is and the cost of a mistake. The ranking decides what gets built.

  2. Fix intake as a process first

    A structured intake flow that writes straight into the practice management system. Often this alone removes most of the delay, before any agent exists.

  3. Publish the expertise properly

    Service pages, author markup and answer-shaped content, so the firm gets found and cited rather than just admired by people who already know it.

  4. A matter summary agent, with hard limits

    Built against an evaluation set of real closed matters, reviewed by two fee earners. It surfaces conflict candidates for a person to decide; it never makes the determination itself.

Shape of the work

Timeline, team
and starting point.

Detail
Where it usually startsAn AI Opportunity Audit. Two to three weeks, fixed price, ending in five to ten ranked and costed use cases.
Typical pilotOne agent, four to six weeks, against one metric agreed before we start.
Running itAgent Operations monthly, or a handover-and-training track if the firm wants to maintain it in-house.
Who works on itStrategist, AI engineer, marketer. A developer joins for the integrations.

Packages

Where this
usually starts.

PackageModelFrom
SEO and AI-Search AuditTechnical, content and citation work, with a prioritised planFixed price£2,200
AI Opportunity AuditTwo to three weeks, ending in 5–10 ranked and costed use casesFixed price£6,500
Agent PilotOne agent, four to six weeks, against one agreed metricFixed price per agentfrom £9,000
Agent OperationsRunning, monitoring and improving live agentsMonthly, tieredfrom £1,500 / mo

Next step

Tell us what you are trying to move.

Thirty minutes, no deck. We will tell you what we would do first, what it costs, and whether we are the right people for it.

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