AI in practice
Case studies
Each of these started with one administrative bottleneck. Each one kept a person in the step where judgement matters.
Streamlining client onboarding with AI and automation
A manual handover after kick-off meetings became an automated flow: transcript, structured notes and CRM-ready content delivered to the operations team as the meeting ends.
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Automated billing and payment oversight
Invoices generated from the engagement letter and completed work, plus an AI agent that reports payment risks to the business owner each week.
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AI-maintained timesheets and utilisation dashboards
Connected tools read email and work-system activity, match it to the right client and keep each person's timesheet ready for review. Partners get a live view of utilisation.
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