Services

Two ways to work together

Consulting to find out where AI can really help, and custom agents built for your processes.

AI consulting

Working out where to start

An analysis of how your business works, to identify where AI can make a practical difference and where it isn’t worth it.

Analysis of processes and repetitive tasks
Identifying the areas with a real return
A roadmap with clear priorities

It is also designed as a low-risk first step for anyone who has never worked with AI and doesn’t want to commit to a build straight away.

Custom agent development

Agents built around the way you work

Each agent is designed around your processes, documents and tools. Some examples of what it can do, by sector:

Accountants

Accounting and tax advisory firms

A large share of a firm’s time goes into repeated questions, chasing documents and reminders. An agent can take on this organisational work, leaving professional judgement to the professional.

What an agent can do

Automatic answers to clients’ recurring questions (deadlines, documents to bring, opening hours)
Collecting and organising client documents, with checklists and automatic reminders
Routing incoming requests to the right person in the firm
Personalised tax deadline reminders for each client

Professional firms

Law firms, employment consultants and other firms

Every appointment needs information beforehand, and between cases the same template or procedure is often searched for again and again. An agent can prepare the ground without touching the substance of the matter.

What an agent can do

Initial information gathering from new contacts before their appointment with the professional
Fast search across internal documentation (templates, procedures, past cases)
Deadline reminders (hearings, renewals, compliance dates)
First drafts of standard communications, always reviewed by a person

SMEs

Small and medium-sized businesses

Customers asking the same things, similar quotes rewritten every time, inboxes sorted by hand. This is where an agent can lighten the daily load.

What an agent can do

First-line customer support (product questions, order status, opening hours)
Automating simple, recurring quotes
An internal assistant for onboarding new employees
Sorting incoming requests (emails, forms) and routing them to the right person

What an agent doesn’t do

An agent doesn’t file tax returns, doesn’t give legal or tax advice and doesn’t make decisions on the professional’s behalf. It handles the organisational and communication work around the profession, and the drafts it prepares are always reviewed by a person.

How costs are structured

Every agent has two cost components:

Initial setup

Analysis, development and launch of the agent.

Ongoing maintenance

Hosting, updates and support over time.

Amounts depend on the project and are agreed in a direct conversation.

Not sure where to start?

That’s what the first conversation is for: working out together whether to begin with consulting or go straight to an agent.

Contact me