For law, accounting and consulting firms
Less time chasing documents, more time on client work
Automation in a professional services firm hands the repetitive parts of document work to software: intake, extraction, first drafts and finding past work. A person still reviews every output before it reaches a client, and each search sees only what that person may open.
01 Sound familiar
Sound familiar?
-
Engagement letters, statements and contracts arrive in every format, and someone retypes the same details into the practice system before any real work starts.
-
The answer to a client's question is somewhere in a past matter or a partner's inbox, so people ask around instead of searching.
-
You would like AI to draft and summarize, but nobody will accept a tool that might show one client's files to the wrong team.
Storyboard
Follow one working day at the firm, before and after
Step through a day, moment by moment. Each panel turns from how the work runs today to how it could run once the repetitive parts are automated and a person reviews the result.
The day as it runs today
-
08:30, intake
Today
A new client's documents arrive by email. A coordinator renames each file and types the key details into the practice system by hand.
After the change
Documents are read as they arrive. Names, dates and amounts are extracted, checked against rules and queued for the coordinator to confirm.
-
10:00, research
Today
An associate needs a clause the firm has used before and spends the morning asking colleagues which matter it was in.
After the change
The associate asks the knowledge assistant. It searches only matters they may open and links each answer to its source.
-
14:00, first draft
Today
A client memo starts from a blank page, or from an old file with another client's details still in it.
After the change
A draft is assembled from approved templates and the matter's own facts. The associate edits it, and nothing leaves without review.
-
17:30, status
Today
A partner asks where every open matter stands, and a manager builds the answer from three spreadsheets.
After the change
Open matters, deadlines and pending reviews sit on one dashboard, built from the records the team already keeps.
-
18:00, time entries
Today
Before leaving, each person rebuilds the day's time entries from memory, emails and calendar notes.
After the change
Time entries are suggested from the documents and meetings each person worked on, and they confirm or correct each one.
02 A typical situation
What this usually looks like
An accounting or consulting firm might come to us with a shared drive of past work nobody can search, a team that rekeys client documents into the practice system, and partners who want AI drafting but worry about confidentiality.
We would start with one document-heavy workflow and the access rules around it. We would build extraction and search that respect each person's permissions, keep a reviewer on every output, and test against real past cases before anyone relies on it.
03 Start
Start with the workflow that costs your people the most
Book a first conversation about the documents and requests your team handles each week. We work within your security review, and we will say which parts suit automation now and which need a person.
What happens next
- You pick a time, or send us a message.
- A person at Nexstella reads what you shared before we talk.
- You leave with a clear next step, even when that step is to wait.
Or write to [email protected]. Send a brief instead
Meet
Booking as .
Loading the calendar. If it does not appear, it opens on Cal.com too: open it in a new tab
Send us two or three times that suit you. A person replies within one business day. The invite goes to the address above.
Prefer that we send you times?
What happens next
- You pick a time, or send us a message.
- A person at Nexstella reads what you shared before we talk.
- You leave with a clear next step, even when that step is to wait.
Contact
Send us a message
Pick the topic that fits and tell us what you are working on. A person replies within one business day.
Want the full picture? Read Professional services.
Also written for you: Invoice and document automation , Support knowledge assistant .
Last updated