Industries · Professional services - AI employees for firms that bill by the hour
Assist IQ builds and manages AI employees for accountants, solicitors, consultants and agencies across Scotland. The system handles enquiry intake, onboarding chases, document collection and follow-up, so fee-earners bill instead of administrate. Judgment stays with the professional. The proof is ScottishWill, a will-writing service we run on exactly this model.
The problem - Every hour spent chasing a document is an hour not billed.
Professional services firms are not short of capability. They are short of the time between the billable work, which is where clients are won, onboarded and kept.
- The enquiry that cooled in the inbox. A new matter arrives on Tuesday afternoon. The right person is in a client meeting. By Thursday the prospect has spoken to another firm that replied within the hour.
- Onboarding stuck on missing paper. The engagement letter is unsigned, two documents have not come back, and someone senior is doing the chasing. The client’s first impression of the firm is a three-week wait.
- Knowledge that lives in heads. Years of matters, advice and precedent, spread across systems and memory. Finding the last time the firm answered this question takes longer than answering it again.
The fix - The admin layer, run by an AI employee.
A working AI employee holds the coordination layer of the firm. Professional judgment stays exactly where it belongs: with the professional.
- Enquiry intake and routing. Every new enquiry gets an immediate acknowledgement, the right screening questions, and a route to the right person or straight into the diary. Handled in minutes, at any hour, through the Managed Service.
- Onboarding without the chase. Engagement letters tracked, signatures chased at the right intervals, outstanding items flagged. The new client arrives at the first meeting with everything already done.
- Document collection that runs itself. Bank statements, ID documents, completed questionnaires: the reminder goes out, the follow-up goes out, and a person is only pulled in when there is a decision to make.
- The firm's knowledge, made askable. At the top of the ladder, BusinessOS turns years of matters and hard lessons into a private brain your team can question, with the source shown under every answer. Scoped after the review, like everything bespoke.
The proof for this pageWe run a professional service on exactly this model.
ScottishWill is a will-writing service our founder built. The guided journey gathers what is needed from each client, the automations carry the admin, the chasing and the confirmations, and no AI ever touches the legal document itself. The document engine produces it precisely, and judgment stays with a person.
The result: one person carries the admin of four, and the business would not be viable without it. If your firm runs on intake, documents and deadlines, that is not a parallel. It is the same job.
Questions professional firms ask us.
Usually precise ones. Precise answers below.
Will this integrate with the software we already use?
In most cases, yes. The AI employee connects to your existing practice management tools, email, calendar and document storage, because the goal is to work inside what you have, not to sell you a migration. We map your stack in the AI Ops Review before recommending anything, and if something genuinely cannot be connected, you hear it there.
Can it handle client communications in our tone?
Yes. The system is configured on your firm’s wording, style and standard letters before it sends anything, and everything client-facing runs through the approval gates you set. Nothing reaches a client that the firm has not sanctioned. In practice, clients notice the speed and consistency, not the system behind it.
How does this work in a regulated profession?
The AI employee handles the operational layer, never the professional one. A solicitor still reviews the matter, an accountant still signs the return, a consultant still makes the recommendation. What changes is that the chasing, filing, intake and coordination around that judgment stops falling on fee-earners. We build the same separation into our own will-writing business, where no AI touches the legal document.
What does it cost for a firm like ours?
We publish one price: the AI Ops Review at £750. It maps your intake, onboarding and document flows and returns a written plan of 3 to 7 fixes with the hours each hands back. If we cannot find you at least 5 hours a week, you do not pay, and the fee comes off any build within 60 days. Everything beyond it is priced to scope from the review.
Tell us about your business
Not a discovery call. Not a pitch with a calendar link. The AI Ops Review is 45 minutes of questions about how your business actually runs. Then you get a written plan of what’s worth doing, what it costs, and what isn’t worth doing at all.
It’s £750. If we can’t find you at least 5 hours a week, it’s free. If you build with us inside 60 days, the £750 comes off the bill. So the only way it ever costs you money is if you take the plan and run it yourself. Fair enough.
Worst case, you lose 45 minutes and leave with straight answers.
No prep. No data handover. No long contract. You talk, we listen.