What can AI do for a professional services firm?
AI can automate client intake and onboarding, draft routine documents and proposals from your templates, summarize research and long documents, and follow up with clients. For law, accounting, agencies, and consultancies, it turns non-billable admin back into billable capacity.
Is client data safe with AI?
It can be, when the systems are built correctly. Vectyr designs AI systems with the right controls for how your firm handles confidential and privileged information, connecting to your existing tools rather than exposing data where it should not go.
Will AI replace lawyers, accountants, or consultants?
No. AI removes the drafting, summarizing, and admin that surrounds expert work, so your professionals spend their time on judgment and client relationships. It expands what a small team can bill, it does not replace the expertise.
Which tasks should a firm automate first?
Start with the repetitive, high-frequency work that eats billable hours, usually intake, routine document drafting, and follow-up. A free assessment ranks where the time is going so you automate the highest-value tasks first.
How fast can we get started?
It starts with a free assessment of where your hours go. From there, Vectyr builds the first system, often intake or document automation, live within weeks.