Client onboarding
Intake forms, identity documents and engagement letters handled end to end.
◆ Industry
AI for Professional Services Firms
Professional services firms sell time, so anything that recovers billable hours pays for itself quickly. AI Easy Mode builds onboarding workflows, matter and engagement tracking, document drafting support and internal knowledge copilots — with human review built in wherever professional judgement or confidentiality applies.
Senior people doing junior admin
Onboarding packs, engagement letters, file notes, status updates. Necessary work, but it comes out of the hours you could be billing or selling.
- Non-billable admin creeping upward
- Knowledge locked in individual matter files
- Inconsistent client experience between partners
Standardise the routine, protect the judgement
We automate the structured parts — intake, document assembly, status reporting — and build copilots that surface precedent from your own files, always with a professional reviewing before anything is issued.
- Templated document assembly from structured intake
- Knowledge copilot grounded in your own precedents
- Review and approval steps preserved
Who this is for
- Accounting and advisory firms
- Law and compliance practices
- Consultancies and agencies
What we actually build
Matter tracking
Every engagement's stage, owner, deadline and budget visible in one view.
Precedent copilot
Prior work surfaced with citations when a similar question comes up again.
How we do it
01
Find the non-billable hours
We measure where senior time actually goes.
02
Automate the structured parts
Intake and document assembly first — highest volume, clearest rules.
03
Add knowledge retrieval
Your own material, with sources, behind permissions.
04
Keep review in place
Nothing reaches a client without a professional approving it.
Typical integrations
- Practice management systems
- Document management
- E-signature
- Email and calendar
- Accounting
Why it's worth doing
More billable capacity
Admin hours converted back into client work.
Consistent quality
Every client gets the firm's standard process.
Confidentiality respected
Permissions and data handling designed around your obligations.
§ FAQ
Questions people ask before starting
- Is client data safe?
- We build with permission controls, logging and providers configured not to train on your content, and we can keep processing inside infrastructure you control where your obligations require it.
- Will AI draft advice?
- It drafts structure and first passes. Professional judgement, and the sign-off, stay with your people.
- Can it work with our practice management system?
- Usually, where an API or export exists. We confirm during scoping rather than assuming.
Tell us the problem. We'll tell you if we can help.
A free 30-minute call, a written scope, and a fixed number before anything gets built. If software isn't the answer, we'll say that too.
Book a scoping call →