AI agents for professional services firms that give you billable hours back

Q: Can we use this for work that gets filed or submitted?

For the draft and the research behind it, yes. The filing itself is a gated action that a qualified person approves, and we would not build it any other way.

Q: Does this reduce the hours we can bill?

It reduces the hours you spend on work clients increasingly resist paying for. Most firms redeploy that capacity into advisory work, which bills better than document assembly did. The firms that struggle with this are the ones whose model depends on billing juniors for research, and that is a commercial decision to make deliberately rather than one to discover halfway through a build.

Q: What about firms with several offices and separate systems?

Common, and workable. We scope each system separately and stage the connectors, so one office can be live while another is still being assessed.

In a firm that sells time, every hour spent assembling a document or checking a source is an hour that cannot be billed. Agents are unusually well suited to that work, and unusually badly suited to the judgement your clients are actually paying for. We build for the first and stay out of the second.

Book a technical call

Gathersources and files
Extractevidence, cited
Assembledraft output
Approvethe professional
Deliversend and log

Research and assembly run continuously. Anything a client sees waits for the professional who signs it.

The constraints that actually bind

A named professional signs the work

Whatever produced the draft, someone with a qualification and liability puts their name on the output. Any tool that makes that signature harder to justify is worse than useless, however much time it saves.

Client confidentiality cuts across everything

Matter separation is not a nice to have, it is the basis of the engagement. Where a system holds material for several clients, the isolation has to be structural rather than a filter applied after retrieval.

Citations have to survive challenge

An assertion without a traceable source is a liability. Research output that cannot show where each claim came from creates checking work rather than removing it.

What we build for professional services firms

Mostly research and operations agent work, shaped by confidentiality and by the fact that a person signs the output.

Research with citations that hold up
Every claim carries the passage, the source and the date, and the retrieval trace stays visible. Checking the draft becomes reading the evidence rather than reconstructing the search.
Document assembly from your own precedents
First drafts built from your firm’s existing materials and house style, not from a generic template. The professional edits rather than starting from a blank page, which is where the hours actually go.
Matter scoped recall
Retrieval is bounded to the matter at the query layer, so material from one client is never a candidate for another client’s search. This is the same pattern we use for per-user scoping, applied to matters.
Client reporting that assembles itself
Status, time recorded, what changed since the last report, what is outstanding. Prepared on schedule and held for the engagement lead to approve before it goes out. Firms that report monthly usually find the reports get better as well as cheaper, because the agent never quietly skips the section nobody enjoys writing.
Intake and conflict checking support
The agent gathers what a conflict check needs and surfaces potential matches with the evidence behind each one. The determination stays with the person whose responsibility it is, and the record of what was searched becomes part of the file, which is the part that matters if the check is ever questioned.

Nothing reaches a client unsigned

Client facing output is the irreversible action in a professional services firm, so it stops for the professional whose name goes on it. What they approve is the finished draft with its citations visible, which is the fastest possible way to review it. Internal research and assembly run unattended, because nothing leaves the firm until somebody accountable has read it.

How approval gates work

What professional services firms actually run

Document stores and practice systems, usually with a strict separation model already in place.

Document management systems
Practice management systems
SharePoint and OneDrive
Google Workspace
Time and billing systems
PostgreSQL
pgvector
Secure file transfer

Where to go next

Other sectors

Questions about this

How do you keep one client’s material out of another’s results?

Scope is part of the query rather than a filter on results, so material outside the matter is never a candidate for retrieval. It is the same mechanism we built for per-user scoping on Synca, applied to matters.

Can we use this for work that gets filed or submitted?

Does this reduce the hours we can bill?

What about firms with several offices and separate systems?

Pick the task nobody wants to bill for

Usually it is document assembly or a recurring client report. We will scope it in two weeks.