Industry · Advisory & administration
AI for advisers and administration
Minutes, documents and knowledge sharing: Here are concrete ways accountants, lawyers, consultants and administrative businesses can use AI to deliver more advisory work and less typing.
In the workflows
Meeting minutes that write themselves
Meetings are transcribed and turned into structured minutes with decisions and action points, before the client is out the door.
Document drafts
Standard letters, agreements and statements are generated from your templates and the facts of the case.
Inbox triage
Enquiries are sorted by case and priority, with draft replies for the routine ones.
In the processes
Case overview
Deadlines, status and next steps for every case gathered automatically, nothing falls through the cracks.
Quality assurance of documents
The AI checks drafts against checklists and previous cases before they are sent.
Time recording
Calendar and activity become draft time entries, billable hours go up.
In the organisation
Company knowledge you can ask
Previous cases, notes and practice in one place, so juniors find answers without interrupting seniors.
Onboarding new advisers
Methods, templates and client history served up in a structured way from day one.
News monitoring
New legislation and industry changes are monitored and summarised with "what does this mean for your clients".
My recommendation: Start here
Start with the meeting minutes: They happen every day, everyone hates writing them, and the gain is felt from the very first meeting, typically 30-45 minutes per meeting.
Which of these ideas would move the needle most for you?
We'll have a short, free chat about your day-to-day, I'll work out the potential, and build a prototype before you commit.
