Industries - AI employees for professional services firms
Assist IQ builds and manages AI employees for accountants, solicitors, consultants and agencies across Scotland. The AI employee handles enquiry intake, client onboarding admin, document chasing and follow-up, so your fee-earners spend time on client work rather than coordination. One managed-ops engagement, no new software to learn, no headcount to add.
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The problem every professional services firm shares.
You are not short of clients or capability. You are short of the time to manage the space between them.
A new enquiry arrives on a Tuesday afternoon. The person responding is already in a client call. By Thursday the lead has gone cold. Meanwhile, the onboarding pack for a client signed three weeks ago is still sitting in a draft email because someone needs to chase the signed mandate and two missing documents. The billing run this month is late because the notes from four client meetings are still in someone's head rather than the system.
None of this is caused by the wrong software. It is caused by the gap between what a professional services team is paid to do and what actually fills the week.
This is not a small problem. Every hour a solicitor spends chasing a signed document is an hour not billed. Every enquiry that waits 24 hours for a response is a referral opportunity lost. Every onboarding that takes three weeks instead of five days is a client whose confidence in the firm starts to slip before the work has even begun.
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What an AI employee does in a professional services firm.
An AI employee is not a chatbot. It does not just answer questions. It holds a role inside the operational layer of the business, connected to the tools and workflows the firm already uses, and it does the work.
In a professional services context, the highest-leverage roles are:
Enquiry intake and response. A new enquiry arrives, day or night. The AI employee reads it, sends a personalised acknowledgement, qualifies the nature of the matter, asks the right screening questions, and either routes to the right fee-earner or books an initial consultation directly into the calendar. The enquiry is handled in minutes, not hours.
Client onboarding admin. The engagement letter goes out. The AI employee tracks whether it has been signed, chases at the right intervals, flags what is outstanding, and updates the CRM without anyone having to manage the chase. The new client arrives at their first meeting with everything done.
Document chasing and follow-up. Accountants waiting for bank statements. Solicitors waiting for ID documents. Consultants waiting for the completed questionnaire. The AI employee sends the reminder, follows up at the right intervals, and only escalates when there is a real decision to make. Fee-earners stop being administrators.
Post-engagement follow-up. When a matter closes, the AI employee sends the review request, the referral prompt, and the check-in at the right moment. The client relationship continues without anyone having to remember to maintain it.
03
The proof of method.
The clearest demonstration of what this looks like in practice is ScottishWill.
ScottishWill is a professional will-writing service built and run by the same team behind Assist IQ. Guided intake gathers what is needed, deterministic logic produces the legal document, and controlled automations handle case movement, completeness and fulfilment. No LLM touches the legal document. A person retains final review and judgment. The repeatable filing and administration run through the operating layer.
That is not a product demo. It is a live service, serving real customers. The method Assist IQ sells to professional services clients is the same method it runs itself.
04
What it costs and how it works.
Assist IQ scopes managed operations around one defined role, built and managed inside the tools you already use. The £750 AI Ops Review maps the role, controls and priority before a wider engagement is proposed.
For firms with more complex needs, where document workflows, client comms, CRM management and reporting all need to connect, we offer a bespoke engagement. That starts with a paid diagnostic that scopes the build; the build price is fixed from the diagnostic findings.
There is no pricing that covers "AI for everything from day one." The firms that get the best results start with one role, the highest-friction point in their operations, prove it works, and expand. That is the honest approach.
How the engagement works:
Step 1. AI Ops Review (£750, 45 minutes). We look at how the firm operates today: where enquiries come in, how onboarding runs, what gets dropped and what the team is spending time on that an AI employee could handle. A written plan follows.
Step 2. We design the AI employee. We identify the three to five workflows with the highest impact, price a fixed engagement, and show you exactly what the system will do before anything is built.
Step 3. We build and manage it. The AI employee is live within days for a productised role, or within four to six weeks for a bespoke build. We run it. You approve the outputs and set the rules.
05
Questions professional services firms ask.
Will this integrate with the software we already use?
In most cases, yes. The AI employee connects to your existing CRM, practice management software, email, calendar, and document storage. The goal is to work inside the tools you have, not replace them with something new. Assist IQ maps this during the AI Ops Review before recommending anything.
Can the AI employee handle client communications under our firm's name and tone?
It can handle approved categories of communication after the firm's wording, tone, permissions and escalation rules are defined. Sensitive advice, complaints and consequential decisions stay with a person. The workflow can require approval before sending, retain an audit trail and route uncertainty for review rather than allowing the system to invent an answer.
How does this work for a regulated profession?
The AI employee handles the operational layer, not the professional judgment layer. A solicitor reviewing a matter, an accountant signing off a return, a consultant making a recommendation: those stay with the human. The AI employee handles the administration, coordination, document chasing, and client communication that surrounds that judgment. The firm stays in control; the admin stops falling on fee-earners.
What if we are not ready for a full engagement?
The AI Ops Review costs £750. We look at your current operations, identify the workflows most worth automating and tell you honestly whether an AI employee would make a material difference. If the answer is no for your firm right now, the written plan will say so.
06
Ready to see what is possible?
Book an AI Ops Review. We look at how your firm runs today and tell you honestly what an AI employee could do, and whether Assist IQ is the right fit.
A clear written picture of what is possible and what should remain human.
Explore the full managed operations service or see how AI employees work in practice.
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Assist IQ is a trading name of PCMG Consulting Services Ltd, registered in Scotland (SC852814). Based at 5 St Murdochs Crescent, Arbroath, Angus, DD11 5DA. We serve professional services firms in Arbroath, Angus, Dundee, Aberdeen, Edinburgh, Glasgow and across Scotland.
Related: Managed Operations · AI Employees explained · Proof: real builds in production · How we compare · AI automation for trades businesses
Tell us about your business
Tell us what keeps landing back on your desk. We’ll look at how the work really moves, where it gets stuck, and which part is worth fixing first.
The AI Ops Review is £750. It gives you a written plan, a clear order of attack, and an honest view of what should stay human.
No prep. No data handover. Start with the problem, not the software.