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AI consulting for small and medium businesses

Use AI with confidence, even if you do not know where to start.

Accountancy practices, law firms and other growing businesses know AI could save them hours every week, but not which tools to trust, what is safe with client data or where to begin. We help you answer those questions and put AI to work in a way that suits a business your size.

Who we help

  • Law firms

    Drafting, legal research, document review and client communications, with client confidentiality and your professional obligations kept front and centre.

  • Accountancy and bookkeeping practices

    Client onboarding, document collection, reconciliations, reporting and the busy season crunch, handled with proper care for client data.

  • Other growing businesses

    Consultancies, agencies, recruiters, property firms and owner-managed businesses that want to work smarter without hiring a technology team.

How we can help

  • AI readiness review

    Find out where AI can save your business time, what the risks are for your clients and your data, and what to do first, in plain English.

    • A clear picture of where AI can save time in your business
    • A short list of tools that fit your budget and your obligations
    • A simple, prioritised plan for the next three to six months
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  • Automating a repetitive process

    Automate one repetitive process, such as client onboarding or document collection, with human checks kept where they matter.

    • A working automation for one process, built and tested with your team
    • Human checks kept where they matter
    • A clear measure of the time saved
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  • Quick wins with the tools you already have

    Get real value from the AI tools you already pay for, such as Microsoft 365 Copilot or ChatGPT, on your most time-consuming everyday tasks.

    • Practical uses set up for your most time-consuming tasks
    • Reusable prompts and templates for your common work
    • Staff who are confident using AI day to day
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  • Safe AI use policy and guardrails

    A short, practical AI use policy and simple guardrails, so your team can use AI with confidence and client information stays protected.

    • A short, practical AI use policy your team will actually read
    • Clear rules for client and personal data, written with UK GDPR in mind
    • A simple way to review and approve new tools
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  • Training for your team

    Practical AI training for partners, fee earners, managers and support staff, built around your own work and your approved tools.

    • Short, practical sessions built around your own work
    • Confidence using AI safely with client information
    • Examples and templates your team can keep using
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How an engagement works

We start small, show results and build from there.

  1. A conversation

    A short call to understand your business, your goals and your concerns. No obligation and no sales pitch.

  2. A focused review

    We look at how work gets done today and where AI can make the biggest difference.

  3. Start small

    We put one or two practical improvements in place quickly, so you see results before you commit to more.

  4. Build from there

    With early wins in hand, we help you extend what works at a pace that suits your business.

Common questions

Is it safe to use AI with client data?

It can be, with the right tools and settings. Business versions of many popular AI tools offer commitments not to train on your data, and a clear policy makes it obvious what can and cannot be shared. We help you choose tools and set rules that fit your obligations to clients.

We are a small firm. Is this worth it for us?

Often more so than for large organisations. Small teams feel every hour saved, and you can make changes quickly. We start small, so the investment is modest and the benefits are clear before you go further.

Do we need technical staff?

No. We work with the people you have, use tools that suit a business your size and leave everything documented, so you are not dependent on us.

How much does it cost?

It depends on what you need. After a first conversation we send you a clear proposal for a defined piece of work, with the price agreed up front, so there are no surprises.

Not sure where AI fits in your business?

Tell us a little about your firm and what takes up your team’s time. We will suggest a sensible first step.