Industries
Claude for professional services
Law, accounting, financial advice and consulting all run on documents and correspondence. That is exactly where Claude is strongest.
What Claude does in a professional services firm
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Drafting from your precedents. Letters, advice, engagement documents, in your firm's style, from your own templates.
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Client correspondence. Replies drafted for review, in each partner's voice.
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File notes and follow-ups. Meeting recordings turned into file notes and action lists.
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Research and summaries. Long documents summarised with the questions you asked answered first.
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Reporting. Monthly practice reporting built from your practice management data.
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Deadlines watched. Matters and lodgements that are slipping, flagged early.
Data and confidentiality
We set professional firms up on Claude's business plans, which do not train on your data, with access controls per person. For firms that cannot put client data in the cloud at all, we build a private AI that runs inside your office.
How we set it up
Every engagement follows how we work: a recorded discovery session, a written business brief, Claude installed and connected, then working sessions. It usually starts with a Claude setup, followed by Claude training for the team and ongoing Claude consulting.
Claude Setup
We install Claude in your business, connected to your tools, briefed on how you work.
Claude SetupClaude Training
We teach you and your team to run it, in your own workflows, not a generic course.
Claude TrainingClaude Consulting
Ongoing sessions to keep adding automations, dashboards and scheduled work.
Claude ConsultingFAQ
Common questions
Is this compliant with our professional obligations?
- Data handling is configured to the plan's terms, and we document the setup so you can satisfy your own obligations. We are not lawyers or accountants and do not give compliance advice.
Will it replace staff?
- No. It takes the drafting and admin so your people spend time on judgement and clients.