AI for Professional Services

Client document filing is manual and drafting standard letters takes time

Free discovery call — 45 min

AI reads, classifies, and organizes your client documents automatically. It drafts professional correspondence in your specific style and terminology. You review and validate instead of starting from scratch.

Manual document filing

Clients send documents in every format — sorting them is time-consuming

Standard letter drafting

Even with Word templates, drafting notices, reports, and conclusions takes time

Searching through files

Finding a specific document in a large client file is tedious

Solution 1

Automatic document classification

The AI reads each document, identifies its type, extracts key metadata, and files it in the right folder. Automatic standardized renaming.

Instant and error-free filing
Solution 2

Business writing assistant

The AI generates a first draft adapted to the case context, in your style and professional vocabulary. You review and adjust instead of starting from scratch.

First draft in 30 seconds

Intelligent client file search

Ask questions about any client's documents in natural language and get instant answers with source references.

Any document found in seconds

Automated billing time tracking

The AI tracks time spent on each client file from document activity and suggests billing entries.

Billable hours captured automatically

Other use cases

  • Client intake form processing and file creation
  • Deadline and statute of limitations tracking from case documents
  • Template-based document generation (contracts, letters, reports)
  • Secure document sharing portal with client access controls
68% of professionals lose 5+ hours/week on admin Source : Ordre des Experts-Comptables, 2024

Is client confidentiality maintained?

Absolute priority. Azure France region, AES-256 encryption, no model training on your data. For lawyers: compatible with professional secrecy obligations. We can implement additional anonymization layers if needed.

Can the AI draft documents in my personal writing style?

Yes. During setup, we calibrate the AI on 5–10 examples of your past documents. It learns your vocabulary, structure, and tone. You review and adjust — the AI improves over each iteration.

What about data retention and GDPR compliance?

You control data retention policies entirely. Auto-deletion schedules, right to erasure, data portability — all built in. We provide GDPR documentation for your professional obligations.

Is my data secure?

Yes. We deploy on Microsoft Azure, France region. Your data stays in Europe, encrypted at rest and in transit (AES-256). No data is used to train models — this is contractually guaranteed by Microsoft. For health data, Azure is HDS-certifiable.

100% GDPR

Data hosted in France

Security

End-to-end encryption

Dedicated support

Personalized guidance

Let's identify your AI use cases

  • Understand your operational pain points
  • Identify 2-3 high-impact AI use cases
  • Estimate the ROI and associated budget