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AI for firms where the work product has to hold up.

Accounting, forensic, and legal practices handle large volumes of sensitive files, and the work is often cross-examined or privilege-bound. We automate the repetitive document work with verification built in, and keep the judgment exactly where it belongs.

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Fixed-fee discovery, then a pilot, then optional retainer. Scope and price defined upfront.

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Professional services firms have the most to gain from AI, and the most to lose.

Document-heavy firms have the most to gain from AI and the most to lose from getting it wrong. If any of these are true, there is a safe way forward worth talking through.

Your team spends billable hours on document intake, sorting, and filing that should be automated
Your work product is presented or cross-examined, so every process choice has to be defensible
Privileged or protected material cannot ride on a personal account or an unapproved tool
Staff are already using AI informally and no policy covers what data goes where
What we do for professional services firms

Automate document intake first. Expert analysis is the last thing AI touches.

AI document automation

Automated intake, classification, and filing with verify-before-confirm logic, an append-only audit trail, and human-only ratification.

See document automation

Governance for defensibility

An AI policy and a data classification keyed to authorization, so privileged and protected material is handled the way it has to be.

See the governance program

Safe AI configuration

Enterprise-grade Claude configured for sensitive work: no-training commitments, SSO, retention and access controls, and an approved-tools list keyed to your obligations.

See the Claude rollout
Representative engagement

A forensic accounting practice, work product cross-examined at trial

One constraint governed every decision: defensibility under cross-examination. We migrated the firm off an aging office server to a private two-tier Azure Files architecture reachable only over an encrypted VPN, built governance around a GREEN, YELLOW, RED classification keyed to authorization, and delivered a custom document-intake automation with an append-only audit trail, verify-before-confirm logic, and human-only ratification.

Autonomy is capped on purpose. Document intake was the right first target. The expert analysis is the last thing AI touches, not the first.

Sitting on documents that eat billable hours?

A 45-minute call is enough to tell you what is safe to automate, how to keep it defensible, and which controls your most sensitive material requires.

Book a 45-Minute Call

No commitment. We tell you honestly whether we can help and what that would look like.

AI Readiness Checklist

The questions every regulated firm should answer before adopting AI

Free Guide
Free Executive Resource

The Regulated Firm's AI Readiness Checklist

Six questions that decide whether your firm can adopt AI without putting client data, a renewal, or an examination at risk. Walk them before your next audit, not after.

  • Where client data is leaving your environment through personal AI accounts
  • Whether your AI controls would survive a SOC 2 audit or an examination
  • Where a human, not the model, needs to ratify the output

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Common questions from professional services firms

Automate the document work. Keep it defensible.

Start with a 45-minute call. We will tell you honestly what is worth automating and how to keep your work product holding up.

Book a 45-Minute Call

No resale, no vendor commissions. Independent by design.