Legal, financial services, consultancy — firms that need agentic delivery without the risk. We bring the guardrails, audit trails, and human oversight that make AI-powered workflows safe for high-stakes work.
Agentic delivery with the right guardrails
For professional services, the same shift applies: from bottlenecks and handoffs to faster, more consistent delivery — but with the guardrails your clients and regulators expect. We work alongside partners and operations to understand how your firm actually delivers, then design processes and playbooks that fit your risk and quality requirements. We embed AI and automation where they add measurable value, with audit trails and human-in-the-loop controls so nothing compromises consistency or compliance.
We start with an assessment: how work flows today, where the structure holds back delivery, and where AI can help safely. Then we pilot, embed, and measure — without the usual consultancy overhead or disruption to client service.
Sound familiar?
Inconsistent delivery quality across partners, teams, and offices
Fee earners spending too much time on admin that pulls them from client work
AI interest at partner level but no clear path from experiment to embedded practice
Knowledge trapped in individuals — hard to capture and reuse across matters
Difficulty scaling the practice without proportionally scaling headcount
Governance that feels like bureaucracy rather than genuine quality protection
Engagement Lifecycle
Structured stages, clear handoffs, quality checkpoints — tailored to how your firm delivers.
Quality checkpoints at every transition — governance without bottlenecks
Each stage has defined outputs, approval flows, and AI-assisted accelerators tailored to your practice.
Engagement and matter lifecycle design
Every firm has a lifecycle — intake, scoping, delivery, review, closure — but few have documented it clearly enough for consistent execution across teams. We design and document the lifecycle of your matters, cases, or engagements with clear stages, handoffs, and quality checkpoints at every step. The result is playbooks and runbooks that match how your firm actually works, with the right level of governance and visibility for partners and practice leaders.
Quality, consistency, and risk management
In professional services, inconsistency is the quiet risk that erodes client trust. We help you embed structured checklists, review points, and approval flows that reduce errors and rework while keeping delivery efficient. Where AI supports accuracy and speed — document review, summarisation, research assistance — it's introduced with clear guardrails and human-in-the-loop controls, so your quality bar stays high as you scale.
AI that reduces effort, not just cost
Cost savings are easy to promise but hard to sustain. We focus on AI use cases that genuinely reduce the effort your people spend on low-value work: contract and document analysis, intelligent search across matter history, draft generation and review, and workflow automation for repetitive administrative steps. Every solution is scoped to real pain points, integrated with your existing systems, and designed for safe, auditable use — because in professional services, trust comes before efficiency.
Governance rhythms and decision frameworks
Steering committees, peer reviews, matter kick-offs, and close-out sessions — we design governance playbooks that fit your firm's cadence and culture with clear purpose and outcomes for each event. The right people are in the room at the right time, decisions are documented, and accountability is explicit. So nothing falls through the cracks between partners, delivery teams, and clients.
Change management that respects your culture
Professional services firms run on expertise, trust, and relationships — change management has to respect that culture, not fight it. We provide clear communication of the why and how, hands-on training and runbooks, pilot programmes with genuine feedback channels, and follow-up support that turns new practices into daily habit. The goal is sustainable adoption that partners champion and associates follow — not a process mandate that gets quietly ignored.
Not sure where to start? Begin with an assessment
A focused assessment maps how your firm delivers today, identifies where the highest-impact improvements are, and gives you a clear, prioritised roadmap — so you invest in changes that improve quality, efficiency, and client outcomes.