Your team bills judgment. Let AI handle the documents.
From the files clients send in to the reports you send back, the document grind eats billable hours. We put AI on intake, data extraction, and first drafts so your experts spend their time on the work that counts.
The work clients pay for is judgment. The work that fills the day is documents.
Client inputs arrive messyFiles come in every format, half complete, and someone senior has to make sense of them before the real work can start.
Deliverables get rebuilt by handReports and memos are reassembled from scratch each engagement, usually by your most expensive people.
Review burns senior hoursPartners and seniors burn hours hunting for gaps and errors by hand.
What we deploy
From client files to finished deliverable, automated.
We map how documents move from intake to deliverable, then put AI on the parts that don’t need an expert. Here’s what that looks like end to end.
Docs in, deliverables out0 documents processed this quarter
1
Intake
Client files in
any format
2
Extract
Key data pulled
auto
3
Check
Flags and gaps
reviewed
4
Draft
Report assembled
minutes
5
Deliver
Client-ready
on time
The point: Billable hours back where they belong, on the work.
Document intakeClient files land in any format and get sorted, read, and logged automatically. No manual data entry.
Data extractionKey figures, dates, and terms pulled from every document and checked against what is missing.
Review and flagsGaps, inconsistencies, and risks surfaced before anything goes out, so your experts start from a clean review.
Deliverable draftingFirst-pass reports and memos assembled from the extracted data, client-ready for your team to finalize.
How we work
We diagnose, build, and keep improving.
Forward-deployed means our builders work inside your firm, in your tools and alongside your team. We find the highest-leverage workflows, ship them in about 90 days, and keep improving them quarter after quarter.
01
DiagnoseWe sit in with your team to find where billable hours leak into document work, then turn it into a 90-day roadmap.
02
BuildWe connect your tools and ship working automations that run on real client files from day one.
03
EmbedWe train your team to run it, then keep finding the next win. The advantage compounds.
