Using AI, but not seeing the time savings everyone talks about?
We help small professional firms turn the AI tools they already pay for into hours saved every week.
- No new software
- No jargon
Nearly half of small firms use AI. Few are confident with it.
47%of UK small firms now use AI
19%of small business owners feel very confident using AI day to day
Source: Simply Business survey of 1,842 UK small business owners (opens in a new tab), reported by IT Brief (opens in a new tab).
The gap isn't the technology. It's habits and setup.
Give AI 80% of the work. Keep 20% as the reviewer.
Three examples of everyday work, before and after.
Proposals and fee letters
- Before
- Each one written from scratch.
- After
- You review a strong first draft built from your past work.
Reports and packs
- Before
- Decks and packs assembled by hand.
- After
- The pack builds itself from your notes and template. You become the reviewer.
Meetings and admin
- Before
- Someone types up the notes and actions.
- After
- Notes and actions are captured and sent.
What it looks like in practice
An illustrative example, not a client.
25-person professional firm
- AI today
- Microsoft Copilot: everyone has it, a few use it for the odd email
- Why now
- Partners feel they should be doing more with AI, partly worry about falling behind, partly a low-cost way to grow
- Where the hours go
- Client reports
- Fee proposals
- Meeting follow-ups
Step 1: Find
We look at how the team's recurring work actually gets done, and sort each task into three groups.
AI drafts it
- Client reports
- Meeting follow-ups
Drop it
- Weekly status email
Rebuild it
- Fee proposals
- Filing notes
- What the firm gets
- A short, prioritised list of the two or three tasks worth fixing first.
Step 2: Fix
For each task, we build the setup inside Copilot, then work alongside the people who do it, on their real work, until a good first draft comes out every time.
- Saved instructions
- Template
- Examples of good output
- Simple automation (where it earns its place)
One setup, ready to use
- What the firm gets
- Working, written-down workflows in the tool you already pay for, and a team that knows how to use them.
Step 3: Embed
We check what's being used and what's saving time, adjust what isn't working, and hand over fully.
- Client reportsIn useReviewed
- Fee proposalsIn useReviewed
- Meeting follow-upsIn useReviewed
- What the firm gets
- Habits that stick, and no ongoing dependence on us.
The aim
The monthly client report goes from an afternoon of assembly to a first draft in minutes.
80% AI does the work
20% You review
Where does your team's time go?
Choose the areas that take up your team's time to see what typically changes.
- Proposals
- A first draft built from your past proposals, ready for you to shape.
- Reports and packs
- The pack comes together from your notes and template, so you review instead of assemble.
- Meetings
- Notes and actions captured and sent, so no one types them up.
- Inbox and email
- Routine replies drafted in your firm's voice, ready to check and send.
- Admin
- Repeat tasks such as summaries, logs and checklists set up once and reused.
Who it's for
- Firms of 10 to 50 people: surveyors, architects, accountants, consultancies and similar.
- Already paying for Copilot or ChatGPT.
- AI is something a few people use, rather than how the firm works.
Start with a short conversation
Tell us where your team's time goes and where AI isn't helping. We'll tell you plainly where the 80% could come from.
Fixed price, scoped before we start.
Prefer to learn it yourself? Explore our AI courses.