INDUSTRY
Professional services
Client confidentiality, matter based structures, document heavy processes, billing by time and scope, and demand that arrives by referral.
WHAT IS DIFFERENT HERE
The constraints shape the work
Professional services systems organise people, matters, documents, time and commercial terms. Permissions often follow a client or matter rather than a simple department, and the same document may pass through several review and approval states.
Commercial work also starts before a formal engagement. Referral source, conflict checks, scope decisions and time records need a coherent path if the firm wants to understand demand without weakening confidentiality.
TYPICAL SITUATIONS
Recognisable points of failure
- 01
Staff copy client documents between inboxes, shared drives and matter systems.
Map document states and permissions, then automate one transfer with a retained audit record.
- 02
A knowledge search returns material from the wrong matter.
Enforce matter-level retrieval boundaries and test the result set before introducing an assistant.
- 03
Time records reach billing with missing matter or scope references.
Define the required identifiers and exception owner at the point of entry.
- 04
The firm knows enquiries came through referrals but cannot trace which work they produced.
Join referral, enquiry and matter identifiers while excluding confidential case content.
HOW OUR LINES APPLY
Three places to start
SERVICE LINE
AI Integration & Automation
Build matter-bounded document retrieval and workflow assistance with explicit permissions and evaluation cases.
SERVICE LINE
Security & Compliance Readiness
Map matter-level access, retention and evidence without treating a shared drive as an access model.
SERVICE LINE
Demand Generation
Trace referrals and enquiries to scoped work without copying confidential matter data into marketing systems.
WHAT WE NEED FROM YOU
Access, data and decisions
Access to the matter, document and time recording systems with a test matter set up
Matter level permissions can only be tested against a matter that exists and carries no live client data.
Your matter and client permission model, including exceptions granted by hand
Retrieval and automation inherit permissions, so every manual exception has to be known before an assistant is built.
The current billing export and the fields finance relies on
Time records fail at billing, so we start from what billing needs and work back to the point of entry.
A named partner or operations lead who can approve changes to document handling
Confidentiality decisions belong to the firm, and work waits on a person with authority to make them.
FAQ
Working in this context
It must. Retrieval boundaries, source permissions and representative denial tests belong in the acceptance conditions before an assistant is exposed to users.
Put the operating context on the table
Bring one system path, the people who own it and the constraints that cannot move. We will define where a technical review should begin.