Happy Webs

Stop Paying £200/hr to Read Paperwork.

Professional services firms run on documents, contracts, accounts, expert reports, KYC packs, case files. Reading and extracting from those documents is exactly the work that AI does well and senior people resent doing. We build document-extraction pipelines specific to law, accountancy, and consulting firms.

A shop-floor worker using a digital production system

The professional services reality.

A senior associate spends two hours reviewing a contract pack for key clauses. An accountant spends three hours pulling figures from a year-end pack to populate templates. A consultant spends a day reading discovery documents before they can start writing the analysis. The work is necessary, the work is mechanical, and the work is being done by people charging £150-£400/hr.

Tuned for professional services.

01

Schema-first design

For each document type (supply agreement, employment contract, account submission, KYC pack, expert report) we define the data shape upfront. Fields, types, validation rules, confidence thresholds.

02

Confidentiality and privacy first

Client documents stay in your environment. Zero-retention API contracts. Full DPA. On-premise deployment available for the most sensitive work.

03

Verification against firm records

Extracted data checked against your client records, conflict-check database, matter management system. Anything that doesn't reconcile flagged before it hits live use.

04

Auditable, reviewable, reversible

Every extraction is auditable. Every decision is traceable. Every action is reversible. Built to a standard that survives regulatory scrutiny.

We integrate with what you have.

  • Document management systems (iManage, NetDocuments, SharePoint)
  • Practice management (Clio, Actionstep, LEAP)
  • Accountancy systems (Xero, QuickBooks, Sage)
  • KYC platforms
  • Microsoft 365 / Google Workspace

If your stack isn't listed, ask, almost always we can integrate. We've connected to bespoke MES, ancient on-prem systems, and email-only interfaces.

Fixed fee, phased delivery.

£4,800-£18,000 for build (per document type), ~£250-£600/month for hosting

From £4,800

Document extraction for professional services

  • Workflow audit + industry-specific spec
  • Build, integrations, and tuning to your real data
  • Live deployment in your environment
  • Ongoing tuning + accuracy monitoring

Things people in this industry ask us.

01How do you handle client confidentiality?

Documents stay in your environment. We use AI providers with zero-retention API contracts, your documents are not used to train external models. For the most sensitive work, we can deploy fully on-premise. Full DPA available.

02What about SRA, ICAEW, ACCA, FCA compliance?

The system is designed for regulated firms, audit trail, role-based access, retention controls, redaction support. We work with your compliance lead during build to ensure it meets your regulatory obligations.

03Can it read handwritten notes?

Yes, including margin notes on contracts, handwriting on intake forms, scanned signatures. Modern vision-language models are surprisingly good at British handwriting on professional documents.

04What about hallucinations?

The system extracts what's in the document, with confidence scores. It doesn't invent fields. Below the confidence threshold, items go to human review. Above, they flow through with full audit trail.

05Does it work with our existing DMS?

Yes, iManage, NetDocuments, SharePoint, FileSite, custom DMS. The extraction sits alongside your DMS; documents stay where they are.

Ready to win more
and do more with
less staff?

  • More enquiries & better rankings
  • Smoother operations & less admin
  • Faster quoting & better follow-up
  • More jobs completed, without hiring more

Book a free strategy call

and let’s map out your clear next step.

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