Client intake & onboarding
Forms, identity checks and document collection that chase themselves until complete.
- Automated document chasing
- KYC and AML workflows
- Conflict checking support
Home / Industries / Professional Services
Bill the hours you currently spend on admin.
In a firm that sells time, admin is the most expensive product you give away free. Intake, document assembly, chasing and filing consume hours that could have been billed — and none of them require professional judgement.
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/ THE LEAK
Where the money goes.
Same business, two ways of running it. The gap is what automation is worth to you.
Without AI
Billable hours spent unbilled
- ✕Senior people spend their week on intake forms and chasing documents
- ✕Every engagement letter is assembled by hand from the last similar one
- ✕Client questions arrive by email and get answered three days later
- ✕Research and document review consume hours before the real work starts
- ✕Deadlines are tracked in someone's head and a shared calendar
With Hagamart AI
Billable hours recovered
- ✓Intake and document collection run themselves, chasing until complete
- ✓Engagement letters and standard documents drafted in minutes for review
- ✓Routine client questions answered instantly, with escalation on anything substantive
- ✓Research and document review summarised, with sources cited for checking
- ✓Deadline tracking automated, with escalation before anything is at risk
/ WHAT WE BUILD
Six systems for professional services.
Document assembly
Engagement letters, standard agreements and correspondence drafted from your own precedents.
- Precedent-based drafting
- Clause libraries
- Human review before sending
Research & review support
Long documents summarised with sources cited, so verification is quick rather than a re-read.
- Document summarisation
- Cited extracts
- Comparison across versions
Client communication
Status updates and routine questions handled automatically; substantive matters escalated.
- Automated status updates
- Routine question handling
- Strict escalation rules
Deadline & compliance tracking
Filing dates, renewals and obligations tracked with escalation before anything slips.
- Automated reminders
- Escalation paths
- Audit trail
Billing & practice reporting
Time capture, WIP visibility and reporting that does not depend on end-of-month heroics.
- Time capture prompts
- WIP and recovery reporting
- Invoice preparation
/ SERVICES
The services behind it.
Every build on this page is assembled from these. Start with one.
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AI Automation & Agents
AI agents that handle repetitive work end to end, 24/7, wi…
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Custom Software Development
Storefronts, portals and internal tools built around how y…
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AI Integrations & Hosting
Connect the tools you already pay for — hosted, monitored …
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AI Sales & Lead Automation
Instant lead response, automatic qualification and follow-…
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AI Chatbot Development
Chatbots that sell and support around the clock, trained o…
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AI Forecasting & Analytics
Demand forecasting, churn prediction and dashboards built …
/ FAQ
Questions we get from professional services.
Is client confidentiality protected?
This is scoped explicitly before any build. We use deployments where your data is not used for training, apply access controls and audit logging, and can keep processing within a required jurisdiction. If your professional body imposes specific requirements, they go into the scope in writing.
Will AI give legal or financial advice to clients?
No. These systems are scoped to administrative and drafting support, with anything requiring professional judgement escalated to a qualified person. Every draft is reviewed before it leaves the firm.
How accurate is document drafting?
Drafts are assembled from your own precedents and clause libraries rather than generated freely, which is what makes them reliable. They are a first draft for review, not a final document, and we build the review step into the workflow.
Which practice management systems do you work with?
Most systems with an API — practice management, document management, time recording and accounting. Where a connector does not exist we build one.
What size firm does this suit?
From sole practitioners upward. Smaller firms usually gain most from intake and chasing automation; larger ones from document assembly and research support.
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