What it takes to put an AI agent into production
An agent that works in a demo is a long way from one you can trust with real customers and real systems. Here is what closes the gap.
Professional Services
Software for firms whose product is expertise
We build client portals, internal workflow tools and practical AI features for law firms, accountants, consultancies and other advisory businesses.
- Relevant services
- Custom Software Development, AI Development & Automation, APIs & Integrations, Web Application Development, UI/UX & Product Design
The sector today.
Professional services firms sell time and judgement, so every hour spent chasing documents, re-keying information or searching for a precedent is an hour not spent on billable or valuable work. Practice management systems handle the basics, but most firms still run a large share of their processes through email, shared drives and spreadsheets that only a few people understand.
Clients now expect the same self-service and transparency they get elsewhere: secure places to upload documents, visibility of progress and faster turnaround on routine work. Generative AI has added new possibilities for drafting, review and research, alongside real questions about confidentiality, accuracy and professional responsibility that firms have to answer before using it on client work.
Common problems we hear.
Client information by email
Documents and sensitive details arrive by email attachment, get saved in inconsistent places and create both confidentiality risk and wasted time.
Onboarding and checks slow engagement
Engagement letters, identity checks and conflict checks involve several systems and manual steps before work can begin.
Knowledge locked in people
Precedents, templates and know-how sit in individual folders and inboxes, so quality depends on who happens to work on a matter.
Uncertainty about AI
Staff are already experimenting with AI tools, but the firm has no controlled way to use them on client work without risking confidentiality or accuracy.
How we address them.
Secure client portals
We build branded portals for document exchange, requests and status updates, with access controls and audit logs that keep client information out of email.
Automated intake and onboarding
We connect engagement, identity verification and conflict checking into one workflow, integrated with your practice management system.
Searchable firm knowledge
We organise precedents and internal guidance into tools that are easy to search and keep current, with permissions that reflect matter confidentiality.
Controlled AI assistance
We build AI features that run within your controls, cite their sources, keep a human reviewer in the loop and do not send client data anywhere you have not approved.
What we build in this space.
Client portals and secure document exchange
Requests, uploads, e-signature hand-offs and progress updates in one place, tied to the right client and matter.
Workflow and case management tools
Task tracking, deadlines, approvals and templated documents for repeatable services such as conveyancing, tax returns or audits.
AI-assisted drafting and document review
Tools that summarise, extract key terms, compare documents or produce first drafts from firm templates, with every output reviewed by a professional.
Integrations with practice management
Connections between your practice management, accounting, document management and CRM systems, so data is entered once.
What we design around.
Client confidentiality and privilege
We design access around matters and ethical walls, log who has seen what, and avoid exposing client data to third-party services without your explicit approval.
Professional and regulatory obligations
Firms regulated by bodies such as the SRA or ICAEW have obligations on client money, record-keeping and anti-money laundering checks. We work with your compliance lead so the software supports those obligations rather than working around them.
Data residency and supplier due diligence
Many clients ask where their data is stored and who processes it. We choose hosting and AI providers with clear data processing terms and regional options, and document them for your client and insurer questionnaires.
Responsible use of AI
We configure AI services so that client data is not used for model training, record how outputs were produced and keep professional judgement with the professional.
Services that fit.
- Custom Software DevelopmentBespoke business systems, internal platforms and workflow tools designed around your processes and owned outright by you.
- AI Development & AutomationLLM-powered features, AI agents and document automation built on Claude and OpenAI, designed for dependable production use.
- APIs & IntegrationsCustom APIs and system integrations that connect CRMs, ERPs, payment providers and internal tools.
- Web Application DevelopmentCustomer-facing platforms, dashboards and portals built with React, Next.js and TypeScript.
- UI/UX & Product DesignUser research, prototyping, interface design and design systems for web and mobile products.
Typical technology.
How a project runs.
- DiscoverUnderstand the business, the users and what success looks like.
- DefineRequirements, architecture, scope and a roadmap you can plan around.
- DesignThe product experience, tested before it is expensive to change.
- BuildEngineering in short cycles, with working software to review every sprint.
- LaunchTesting, deployment and making sure it holds up in production.
- EvolveSupport, improvement and scaling once real usage starts.
Common questions.
Can we use AI on client work without breaching confidentiality?
It is possible with the right setup. That means business-grade AI services that do not train on your data, clear contractual terms on processing and location, access controls that reflect client matters, and professional review of every output. We help you design that setup and document it for your risk and compliance teams.
Why build a client portal rather than use one off the shelf?
Off-the-shelf portals are often the right answer, and we will say so when they are. A custom portal makes sense when your services involve specific workflows, need deep integration with your practice management system or form part of how you differentiate the client experience.
Can you integrate with our practice management system?
Usually, yes, depending on what the system exposes through its API or data exports. We assess that at the start and design the integration around its limits so data stays consistent in both places.
Where would our data be hosted?
We agree that with you at the outset. For UK firms this is typically UK or EU cloud regions, and we document the hosting, backup and subprocessor arrangements so you can answer client and insurer questions confidently.
Further reading.
Internal tools deserve good design too
Staff use internal tools for hours every day, often far more than customers use your public product. Designing them well is one of the most direct ways to save time and reduce errors.
Custom software or off the shelf? When building is worth it — and when it isn't
Most businesses should buy far more software than they build. The skill is recognising the small number of places where building your own genuinely pays off.
Have a product worth building?
Tell us what you are trying to achieve. The first conversation is about understanding the problem — not selling you a solution.