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Automations / On requestLaw firms, accounting and tax offices, consultancies

Document assistant for law & accounting firms

A private assistant that answers from your firm's own documents and quotes the source, so nobody digs through folders for an answer the firm already has.

of answers with a cited source
100%
of answers with a cited source
instead of searching folders
Seconds
instead of searching folders
hosting, your permissions
Private
hosting, your permissions
typical set-up
2–3 weeks
typical set-up

Typical figures from our builds. Yours depend on volume and tools.

The problem

The answer is in a precedent, a template or last year's memo, but finding it means asking a senior colleague or searching shared drives for half an hour.

What it does

  • Built on your documents

    Templates, precedents, memos, regulations and internal guides, indexed privately for your firm.

  • Every answer cites its source

    The document and passage are quoted, so the answer can be checked in seconds.

  • Your permissions, respected

    People only get answers from files they are allowed to open.

  • Private by design

    Hosted for you; your documents are not used to train anyone's model.

Example run

Watch it do the job.

Example run

Question from an associate

What notice period do we use in employment contracts signed after 2024?

  • Employment contract template v7
  • Client memo: notice periods, 2024
  • Labour law summary, section 17
  • Internal FAQ

Contracts signed after 1 January 2024 use a four-week notice period, rising to eight weeks after two years of service. [Employment contract template v7]

  1. Firm documents searched
  2. Two relevant passages found
  3. Answer written from the template
  4. Source quoted for checking
Answer
4 weeks, 8 after two years
Source
Contract template v7, clause 12
Confidence
High, one clear source
Status
Answered in 4 s

How it works

Call, set-up, then it runs.

  1. Step 130 minutes

    Demo call

    We show the automation working live, look at the tools you use today, and tell you honestly whether it fits.

  2. Step 21 to 2 weeks

    Set-up

    We connect it to your accounts and data, test it on real examples, and a person checks its output before it runs on its own.

  3. Step 3Monthly

    Run & improve

    We keep it running, watch its numbers, and tune it as your business changes.