What we need to see
Representative documents, the fields you need and examples of scans, missing pages or difficult layouts.
Document extraction · Professional services
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.
Tell us the task, your current tools and where the work gets stuck. We will help you choose a sensible first scope.
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.
The work in context · Illustrative scenes
Start with the professional services workflow.
Use representative inputs from the business to scope document extraction. Agree what the system prepares and what a person needs to check.
Make the handover part of the build.
Test normal work, missing information and failures with the team, then hand over clear review steps and practical guidance.
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
Agree the approved data sources, processing providers, retention and user permissions with your compliance lead before implementation. Private hosting options depend on the required models and infrastructure.
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 and reviewable
Every extraction is auditable. Every decision is traceable. Actions follow agreed approval rules. We document the controls for review by your compliance lead.
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
We check your software version, available API or export, access permissions and any supplier fees before quoting. If a reliable connection is not available, we will explain the practical alternatives.
Prove it on your own work first.
How we judge the pilot
Check field accuracy against a human-labelled sample and measure the time still needed to verify the output.
What stays in your hands
Keep the source beside each extracted value. A named reviewer checks critical fields before downstream use.
Fixed fee, phased delivery.
£4,800-£18,000 for build (per document type), ~£250-£600/month for hosting
From £4,800excluding VAT
Document extraction for professional services
- Workflow audit + industry-specific spec
- Build, integrations, and tuning to your real data
- Deployment, handover and agreed access controls
- Hosting, AI usage and ongoing support quoted separately
Things people in this industry ask us.
01How do you handle client confidentiality?
We agree where data is processed, which providers are used, retention settings and access permissions before the build. We document the processing terms and test the chosen setup against your requirements. Private or on-premise deployment is scoped where feasible.
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. Missing fields stay flagged rather than being guessed; extracted values still need validation. 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.
Zoom out.
Related solutions.
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Turn the idea into a working system.
What could work
better for you?
A new website. More customers. Less admin.
Tell us where you want to get to. Chris or Kay will reply within one working day.