Voice-enabled AI agents to scale revenue generating activity in professional services.
Professional services firms grow through actions and behaviours that don't scale.
The most valuable work happens in conversations, judgement calls, and moments of insight. But those moments rarely make it into systems, processes, or teams that can act on them.
As firms grow, this creates predictable constraints:
We build agents that scale human insight.
Our agents interact with unstructured information and use short, human-like conversations to capture the knowledge that never gets written down. They turn it into structured updates, credentials, follow-up and opportunities, automatically.
Two ways to bring an Agent into your firm.
A fixed-scope project to prove value quickly.
Bring in an Agent to solve a specific workflow challenge — updating credentials, fast-tracking directories, enriching CRM data, or capturing BD insight across a team.
It cleans the slate, demonstrates adoption and gives you immediate, visible results.
You get:
An autonomous digital colleague that doesn't forget, sleep, eat or take holidays
Continuous knowledge capture that compounds over time.
Once established, the Agent operates as part of the firm — capturing information as it happens, structuring it instantly, and keeping outputs accurate, timely and actionable.
You get:
An autonomous digital colleague that doesn't forget, sleep, eat or take holidays
Bring in an Agent to handle a workflow that humans never consistently complete — matter capture, BD follow-up, event insight, client listening and more.
Instead of building a new process, you hire a digital colleague that already knows how to work.
We equip your Agent with firm context, tone of voice, industry knowledge and taxonomy so it understands your work from day one.
This is the part that's impossible to scale manually — the shared understanding that keeps outputs consistent.
Your Agent operates through short voice-led conversations and by interpreting unstructured information inside your firm. It can run in a closed-loop model or integrate with your CRM, finance or matter management systems.
Unlike scripts or templates, it captures nuance, completes the workflow end-to-end and adapts to every conversation.
Over time, you add more Agents, more knowledge, deeper integrations and new use cases — building a live system of action that shows what's happening across the firm.
DIY automations give you tasks; Agents give you compound value.
Your firm's credentials and experience live everywhere — documents, emails, shared folders — and no system ever stays up to date.
An Agent that reads the unstructured material you already have, identifies what's missing, and speaks to lawyers briefly to fill in the gaps. It brings accuracy, consistency and context together automatically.
Outcome
Experience and credentials are more complete and up to date, enabling better pitches and higher likelihood of conversion.
Meetings happen constantly — but insight is rarely captured, shared, or acted on. Opportunities go unnoticed and follow-up varies wildly.
An Agent trained on BD best practices that speaks to lawyers before and after meetings. It helps them prepare, captures what was said, and nudges them and the team to take the right action to progress the opportunity.
Outcome
Meeting insights and follow-up increase, creating and converting more opportunities.