Concept
Answers from your documents
How an assistant could answer staff questions using approved company documents.
Animation with sample data, not a screenshot.
Discuss it with us →Professional & Legal Services
Law firms, consultancies and accounting practices rely on large amounts of documents and internal know-how. AI can help staff find information, review documents and prepare first drafts, with a professional always checking the result.
These are possible applications based on common challenges, not a list of past clients. Where we run a similar working system, we show it.
1
Common challenges
Employees spend too much time searching through documents and internal information.
Reviewing long contracts and documents for key points is slow and repetitive.
Proposals and standard letters are often rewritten from scratch each time.
2
Possible AI solutions
Internal knowledge assistant
An internal assistant that helps employees find information in approved company documents.
AI Assistants →Document review support
AI can highlight key clauses, dates and missing items in a document for a professional to check.
Business Process Automation →Proposal drafting
First drafts of proposals and letters can be prepared from your templates and past approved work.
AI Assistants →
3
How it could work
- An employee asks a question in plain language, such as what a policy says about a topic.
- The assistant searches only the approved documents that employee is allowed to see.
- It gives a short answer and shows which document the answer came from.
- The employee checks the source before using the information with a client.
4
Systems it may connect to
- Document management system
- SharePoint or Google Drive
- Microsoft Teams or Slack
- Practice or case management system
5
Things to consider
- Staff should only see documents they are already allowed to open.
- Client documents are confidential, so where data is stored and processed must be agreed in advance.
- Every draft and review needs a professional to check it before it is used.
6
See something similar
No verified case study is published for this industry yet.
Let's Look at Your Business
Tell us how things work today. We will suggest where AI could help and what it would take.