The reliable spine
The reliable spine is deterministic: the read-only connectors that bridge the firm's systems into one source-linked layer, every figure traceable, with an immutable audit log of every read.
Professional Services (CA, Law, Consulting)
Connected data layer and ask-your-firm
The owner asks one question ("what did we actually realise on the tax practice last quarter", "which clients are chronically written down", "what is unbilled past 90 days") and four people pull four spreadsheets that do not agree. Data is trapped in separate systems and stale by the time it is stitched; nobody trusts the number because nobody can trace it. And every new question means queueing for the one analyst who can build a sheet.
Who has it
Across all segments running a practice-management tool, an accounting tool, a billing system and a document store that do not talk; this is the foundation the dashboards, the partner pack, the firm question box and the reconciliations all sit on.
What we build
Reliable read-only connectors that bridge the practice-management, time-and-billing, accounting and document systems into one source-linked layer, every figure traceable to its source, with an immutable audit log of every read, and can be designed for in-country or on-prem deployment where required, subject to written scope and counsel review, so privilege and confidentiality are protected. On top of it, a private question box over a fixed set of vetted firm numbers: type "show top 10 clients by unbilled WIP" or "which engagements are below the realization floor" in plain language and get a sourced, traceable answer back.
What is automated, where AI helps, who signs off
Automation for the routine. A person on every decision that matters.
Where AI helps
AI is limited to reading a plain-language question and mapping it to the right vetted firm figures, returning a sourced, traceable answer; it never invents a number, and it never owns the number, the approval, the promise or the decision.
Who signs off
A named person signs off anything touching money, a customer promise, a regulated filing, a payment, a price, a credit decision or a people decision.
What changes day to day
One source of truth that updates on its own and underpins every dashboard, pack and question; the managing partner self-serves answers in seconds; the analyst stops being a human query queue.
Illustrative outcome
Manual export-and-merge hours removed weekly; decision questions answered in seconds instead of days.
Illustrative; final numbers come from your own data.
Path to the build
How this one gets built.
Book a free 60-minute call, then a free Blueprint on the firm's own records. Deep-dive and build, followed by run and govern so the workflow keeps paying back.
Related builds
What tends to pair with this one.
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