Industries · Professional services - AI employees for firms that bill by the hour

You’ve got a full diary and a team handling client work. The approvals still run through you, the onboarding still waits on someone to chase, and the admin still eats the hours between the billable work. Assist IQ builds and manages the systems that handle the coordination layer: intake, chasing, document collection and follow-up, so fee-earners bill instead of administrate. Judgment stays with the professional.

Tell us what is slowing you down

The problem - Every hour spent chasing a document is an hour not billed.

Professional services firms are not short of capability. They are short of the time between the billable work, which is where clients are won, onboarded and kept.

The enquiry that cooled in the inbox. A new matter arrives on Tuesday afternoon. The right person is in a client meeting. By Thursday the prospect has spoken to another firm that replied within the hour.
Onboarding stuck on missing paper. The engagement letter is unsigned, two documents have not come back, and someone senior is doing the chasing. The client’s first impression of the firm is a three-week wait.
Knowledge that lives in heads. Years of matters, advice and precedent, spread across systems and memory. Finding the last time the firm answered this question takes longer than answering it again.

The fix - The admin layer, run by an AI employee.

A working AI employee holds the coordination layer of the firm. Professional judgment stays exactly where it belongs: with the professional.

Enquiry intake and routing. Every new enquiry gets an immediate acknowledgement, the right screening questions, and a route to the right person or straight into the diary. Handled in minutes, at any hour, through the Managed Service.
Onboarding without the chase. Engagement letters tracked, signatures chased at the right intervals, outstanding items flagged. The new client arrives at the first meeting with everything already done.
Document collection that runs itself. Bank statements, ID documents, completed questionnaires: the reminder goes out, the follow-up goes out, and a person is only pulled in when there is a decision to make.
The firm's knowledge, made askable. At the top of the ladder, BusinessOS turns years of matters and hard lessons into a private brain your team can question, with the source shown under every answer. Scoped after the Operations Day, like everything bespoke.

The proof for this page

We run a professional service on exactly this model.

ScottishWill is a will-writing service our founder built. The guided journey gathers what is needed from each client, the automations carry the admin, the chasing and the confirmations, and no AI ever touches the legal document itself. The document engine produces it precisely, and judgment stays with a person.

The result: one person carries the admin of four, and the business would not be viable without it. If your firm runs on intake, documents and deadlines, that is not a parallel. It is the same job.

Read the full case study →

Questions professional firms ask us.

Usually precise ones. Precise answers below.

Will this integrate with the software we already use?

In most cases, yes. The AI employee connects to your existing practice management tools, email, calendar and document storage, because the goal is to work inside what you have, not to sell you a migration. We see your stack in use during the AI Operations Day before recommending anything, and if something genuinely cannot be connected, you hear it there.

Can it handle client communications in our tone?

Yes. The system is configured on your firm’s wording, style and standard letters before it sends anything, and everything client-facing runs through the approval gates you set. Nothing reaches a client that the firm has not sanctioned. In practice, clients notice the speed and consistency, not the system behind it.

How does this work in a regulated profession?

The AI employee handles the operational layer, never the professional one. A solicitor still reviews the matter, an accountant still signs the return, a consultant still makes the recommendation. What changes is that the chasing, filing, intake and coordination around that judgment stops falling on fee-earners. We build the same separation into our own will-writing business, where no AI touches the legal document.

What does it cost for a firm like ours?

We publish one price: the AI Operations Day at £750 per day. We spend the day inside the firm, watching client work, document flow and approvals in context, and observing where confidentiality constrains what a system can be allowed to do. Within five working days you receive a written Opportunity Map with three to seven opportunities ranked by impact, effort and operational risk. Pilots, builds and multi-site engagements are scoped to the work and priced in writing before anything starts, and the full fee is credited against a qualifying pilot or build within 60 days.

Start with a free enquiry

Not a discovery call. Not a pitch with a calendar link. Five questions about how your business actually runs, and it costs nothing. Ross reads every enquiry himself and replies within one working day with a straight first answer: what looks worth automating, and what doesn’t.

If it looks like we can genuinely help, the next step is the AI Operations Day: one working day inside the business, followed by a written Opportunity Map. It shows what is hurting, what should stay human, and the best one or two jobs to prove first. That part comes later, and only if it makes sense for you.