Who we work with — Professional services

AI for firms that bill for judgement.

The document review, the precedent hunt, the first draft of every proposal — hours billed at cost or not at all, and never the reason a client hired you. We build AI that clears that work, shows its sources, and leaves the judgement with the people whose names are on the advice.

Best forLaw firms, consultancies, agencies & advisory
Where AI helpsReview, drafting, knowledge, intake, engagement ops
Built forAccuracy, confidentiality, human judgement
Works withYour DMS, practice, CRM & billing systems
Why professional services

AI you'd be comfortable putting near a client.

A professional firm sells judgement and discretion. AI that guesses, or that quietly bleeds one client's matter into another's, is worse than no AI at all.

So we build for the opposite. Every answer is linked back to the clause, the document or the prior matter it came from, so a partner can check it in seconds instead of taking it on faith. The AI drafts, retrieves and flags; a person with the qualifications decides.

Confidentiality is engineered in, not promised. Matter- and client-level access controls keep privileged material walled off, and an assistant only ever surfaces what the person asking is already cleared to see. And the system keeps running after launch — monitored, corrected, and owned by your firm rather than rented from a demo.

What we build

Five places AI earns its keep.

Real AI solutions for your operation, built into the tools you already run.

Review

Contract & document review

Contracts, NDAs, leases, SOWs and RFPs read and turned into structured data — key dates, obligations, liabilities and renewal triggers pulled out and mapped to your own fields. The AI compares each one against your firm's standard positions and flags what deviates or is missing, so review starts from the exceptions instead of a blank page. Every extracted term links back to the exact clause it came from.

Knowledge

Precedent & knowledge retrieval

An assistant over your own memos, matters, deliverables and past proposals that answers 'have we argued this before, and how did it land?' with citations to the actual documents. It turns a partner's twenty years of filed work into something the whole firm can search in seconds. Matter- and client-level access controls mean it only ever surfaces what the person asking is cleared to see.

Drafting

First-pass drafting

Proposals, engagement letters, pitch documents and report sections drafted from your own templates and closest prior work — not a generic model's guess at how your firm writes. The draft arrives source-linked and fully editable, so a fee-earner shapes and signs rather than starts cold. Versioned throughout, so you can see what changed and who changed it.

Intake

Intake, conflicts & triage

New enquiries and briefs classified as they arrive, routed to the right person by expertise and current capacity, with conflict checks and key deadlines surfaced up front. The front door stops depending on whoever happens to read the email first. Built with role-based permissions and a full audit trail, because who saw what and when matters in a regulated practice.

Engagement ops

Time capture & engagement admin

Time-entry narratives drafted from the work actually done, unbilled or leaked hours surfaced, and budget burn tracked against each engagement before it overruns. Matter checklists and status update themselves, so the weekly chase for progress becomes a glance at a dashboard. The admin that quietly erodes margin gets handled, and your people stay on chargeable work.

Where to start

Not sure which fits?

Start with a short assessment. We map where AI pays off first in your operation, before you commit. See the assessment →

Proven, not theoretical

The same discipline, already in production.

We don't only describe this. We run it.

In production

A document-to-report pipeline, live today

Reef runs a production system for an accounting firm that reads documents from email and WhatsApp and assembles a structured monthly report per client, across dozens of clients. See how it works →

Why it matters for professional services

You bill for judgement, not collation.

Evidence-linked answers, strict client separation, and a professional who reviews and signs off — the discipline that lets a firm put AI near privileged, high-stakes work without handing over the judgement it charges for.

Questions

What teams ask us.

How do you keep privileged and client-confidential material safe?

Access is scoped to the matter and the person. Privileged material stays walled off by client and matter, an assistant only surfaces what the person asking is already cleared to see, and your documents aren't used to train shared models. Where the work demands it, we deploy inside your own environment rather than send anything out to a third party.

Will it work with our document and practice management systems?

That's the point. We build into the tools you already run — your DMS, practice, CRM and billing platforms, shared drives and email — rather than adding another place to log in. Where a clean integration doesn't exist off the shelf, we build the connection instead of asking you to change how you work.

Are you trying to replace our fee-earners?

No. It takes the collation, the searching and the cold first draft off their desks so their hours go to judgement, advice and client relationships — the parts a qualified person is actually there for. The work that clients pay a premium for is the work we leave with your people.

Where's the sensible place to start?

Pick one workflow that's high-volume and low-joy — contract review, proposal drafting, digging through old matters. We scope that, prove it on your own work, and expand from there. A firm-wide rollout on day one is how pilots quietly die.

See it on your own work.

Book a strategy call Thirty minutes, no slides — bring one workflow that eats your team's hours and we'll tell you straight what AI can take off it, and what it can't.