Aller au contenu
deleg8 FR Book a call
AI automation · Firms & professional services

AI automation for firms and professional services

Lawyers, accountants, consultants: less data entry and filing, standard documents ready in an instant.

In a professional firm, the value lies in analysis and advice — rarely in data entry, filing and filling in standard documents. Yet those tasks take up a considerable share of the time, and are often handled by the most qualified people, for lack of anyone they can safely be delegated to.

That's exactly where automation fits: extracting the information from a document, filing it in the right place, pre-filling a standard document from the case file. The professional keeps the reading, the interpretation and the signature.

For regulated professions, confidentiality isn't bolted on afterwards: it shapes the architecture of the tool, and is on the table from the scoping call onwards.

What we often hear

Too much manual entry and filing
The same client questions come back endlessly
Standard documents filled in by hand

What we can automate

Automatic extraction and filing of documents
Pre-filled standard documents
Answers to recurring questions
Automatic meeting summaries
Consolidated case tracking
MINI-CASE
A law firm spent hours filing and preparing standard documents. AI extracts, files and pre-fills; every item is validated by a professional.
The human decides: confidentiality and security handled with particular care for regulated professions; systematic validation by the professional.

What it costs, and how long it takes

A firm rarely starts with an overhaul: you pick one document type or one flow of records, and automate it properly. A narrow scope lets you check extraction quality on your real files before widening it.

The first call is free and also covers confidentiality and data hosting. Any later evolution comes with a quote before starting.

Frequently asked questions for this trade

How do you guarantee client confidentiality?

It's addressed during scoping, before any development: which data is genuinely needed, where it is processed, where it is kept. For a regulated profession, those constraints drive the technical choices — they aren't added on top afterwards.

Can the AI get an important document wrong?

+

Yes, which is why no output is used without review. The tool prepares and proposes; validation is always the professional's. It saves preparation time, not checking time.

Is it compatible with our professional obligations?

+

The tool replaces no professional act: it prepares material that you validate and sign. Constraints specific to your bar or profession should be raised during scoping, so they can be designed in.

Does the whole team need training?

+

The aim is to fit into existing habits rather than impose a new working environment. Where onboarding is needed, it's included in the scope and stated in the proposal.

Further reading

Cookieless audience measurement, no personal data (Plausible, hosted in the EU). No advertising trackers. Learn more