AI for professional services

An AI solution for a law firm, accounting practice, or consulting firm starts at $150 per month for a bilingual client assistant with FAQ and scheduling, and can scale to $1,000 per month for multiple automations including document search. Setup fees start at $1,500 for a standard deployment, or $4,000 to $15,000 for a solution integrated with your document management or your precedents database. All our deployments for professional firms offer architecture options designed for professional secrecy and Law 25 compliance — no client data flows through public AI systems without explicit control.

No — for lawyers, accountants, and other professionals subject to professional secrecy, entering client information into public ChatGPT, Claude, or Gemini is a potential violation. The Barreau du Québec is explicit: entering information protected by professional secrecy into such open systems constitutes a violation, even without effective reproduction or disclosure. The risk is double: ethics violation and Law 25 breach (penalties up to C$25 million or 4% of global revenue). More than half of tax firms using generative AI use personal tools like ChatGPT — that's shadow AI, and it's the biggest current compliance risk. Our solutions are designed to avoid this trap.

For a typical professional firm, a well-deployed AI solution frees 6 to 10 hours per week — time that returns directly to billable hours or high-value activities. For accountants, automating repetitive tasks (receipt capture, expense categorization, first-draft reports) can significantly cut bookkeeping time. For lawyers, a well-designed client intake assistant can substantially increase the number of qualified consultations booked, without hiring additional intake staff. Statistics Canada reports that AI-adopting organizations are roughly 17% more productive than non-adopting ones.

Automate without hesitation: scheduling, initial client intake, preliminary information collection, generation of standard documents (engagement letters, demand letters, invoice follow-ups), document categorization, precedents search. Never automate: final professional judgment, document signing, sensitive negotiations, and any client communication that requires your personal voice or human touch (settlement talks, condolences, fee disputes). Our approach maps your operation with you before recommending what should — and shouldn't — be automated.

For Quebec professional firms, our deployments offer the option to host operational data (client information, conversations, documents) on Quebec-based servers to support local infrastructure and comply with Law 25. Our default architecture excludes identifying information from the context sent to the conversational engine, and we provide each firm with a risk analysis document compliant with Law 25 Section 12.1. No information protected by professional secrecy flows through public AI systems without explicit control — this is non-negotiable in our architecture. We also integrate with your existing document management provider to maintain the integrity of your existing compliance chain.