Custom AI assistants and workflow automation for enquiries, client follow-up, onboarding, document collection and internal administration — scoped with clear controls and human approval points for your practice.
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Decision-focused Power BI dashboards for WIP, lock-up, realisation, revenue, client mix, workflow ageing and agreed management KPIs. We connect your accounting, CRM and operational data and govern the KPI logic so partners and CFOs work from one version of the numbers.
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Security Health Checks, Microsoft 365 reviews, MFA, access controls, logging and backups — so new AI and automation workflows are deployed with the right cyber controls in place from the start.
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