Solutions by sector
Artificial intelligence for advisory and law firms
Your clients' documents are classified automatically on arrival, an agent carries out the preliminary review of contracts and your team looks up regulations and templates in seconds. The decisions remain with your professionals.
- Holded, A3 and Sage
- Sourced answers
- GDPR and AI Act
- Up and running in 1-3 weeks
The most common problems in an advisory or law firm
- Documents that arrive in every formatClient invoices and documents arrive by email, as PDFs, as photos or scanned, and someone has to open them, name them and file them.
- Workload peaks at every closeAt month-end and quarter-end closes, the mechanical work multiplies.
- Contracts that have to be read in fullThe first read-through of a long contract takes up hours of a professional's time.
- Knowledge that is scatteredCriteria, templates and regulations are in different folders and in the memory of whoever has been there longest.
- The same client queriesQuestions that come up every day and interrupt work that requires concentration.
What we automate in an advisory or law firm
You can start with a single piece and measure the result before expanding.
Client documents classified on arrival
AI detects invoices and documents in emails and attachments, extracts supplier, amount, VAT and dates and posts them to your accounting software.
See the service: Emails, invoices and documentsPreliminary contract review
An agent carries out the first review of contracts and clauses. It starts in supervised mode: the agent proposes and a professional approves.
See the service: Custom AI agentsInternal assistant with regulations and templates
Your team asks and gets the answer with a link to the original document, with permissions by department or role.
See the service: Internal assistant with your documentsChat for repeated queries
It replies on your website with the firm's information, collects the contact's details and hands over to a person when needed.
See the service: Chat agent for your websiteGet AI to recommend you
We work on your website, your Google Business profile and your reviews for searches such as “employment lawyer near me”.
See the service: Visibility in AI search engines (GEO)Using AI with safeguards
Internal AI usage policy, provider assessment and GDPR and AI Act documentation.
See the service: Responsible AI: GDPR and AI ActInvoices classified automatically from email
All incoming invoices are detected, renamed and saved to Google Drive by supplier and month, with no manual intervention.
“Someone used to do this with a folder and patience. Now it happens on its own, and it's always perfect.”Read the full case study
6 h/week
saved
0%
classification errors
+92%
faster month-end close
Connects with your firm's tools
We connect with more than 200 platforms. If you use different software, we build a custom connector.
- Holded
- A3
- Sage
- Odoo
- Gmail
- Outlook
- Google Drive
- SharePoint
- Microsoft 365
How we work
From the first call to results in weeks, not months
- Step 1 · Week 0
Assessment
We get to know your business, measure how long things take and prioritise what pays off most. Free and with no commitment.
- Step 2 · 48 h
Fixed proposal
We send you the scope, timeline, price and estimated savings in writing. No surprises.
- Step 3 · 2-4 weeks
Implementation
We build and integrate with your tools, with partial deliveries and without stopping your operations.
- Step 4 · Always
Continuous improvement
We measure results, train your team and adjust the solution when your business changes.
The Simplically commitment: if the assessment doesn't find at least 10 hours a month that can be automated, we'll tell you and won't propose anything.
Start the assessmentFrequently asked questions from advisory and law firms
Any other questions? Ask the AI assistant or message us on WhatsApp; during business hours we reply in less than 1 hour.
Does it integrate with A3, Sage or Holded?
Yes, they are among our integrations, along with Odoo. If you use different software, we build a custom connector.
Does AI replace the professional's judgement?
No. AI classifies, extracts data and carries out the preliminary review; decisions are made and approved by a person.
Does it work with scanned documents or photos?
Yes. AI-powered OCR reads PDFs, photos and scans, and flags doubtful cases for review.
What about confidentiality?
We comply with the GDPR and explain in writing, before we start, where and how data is processed. In the internal assistant, your data is not used to train public models and permissions are assigned by role.
How long does it take to get it up and running?
Document classification is usually up and running in 1-3 weeks, the internal assistant in 2-4 weeks and a custom agent in 4-8 weeks.
How much does it cost?
It depends on the scope. After the free assessment you receive a fixed quote in writing, with the estimated savings so you can see the return before deciding.
Shall we talk about your firm?
Tell us which tasks take up most of your time and we'll tell you where to start, with a fixed-price quote.
or message us on WhatsApp · Mon-Fri 9:00-19:00 · Sat-Sun 10:00-13:00