Every hour on admin is an hour you can't bill
We build automation and AI for advisory, legal and accounting firms. The drafting, re-keying and chasing comes off your fee earners, and more of the week goes to clients.
Your best people didn't train for data entry
In a firm, time is the product. Yet every week, skilled people lose hours to drafting from scratch, re-keying between systems and chasing sign-offs.
Automation and AI can now do the first pass on most of that work, and firms across Australia already use it every day.
- First drafts, reviews and formatting done by AI, checked by your people
- Client onboarding, time capture and billing that run themselves
- One live view of the practice instead of chasing reports
Start with the work that eats the week
Most firms begin with one workflow, like client onboarding or document drafting. Each service stands on its own and can grow into a bigger plan.
What good looks like
Safe by design
Controls we build in
- Secure handling of client data
- Least-privilege access
- Works with your existing systems
- Full audit trail
- Human sign-off on key steps
Questions we hear most
What does CG TECH do for professional services firms?
We build automation and AI for advisory, legal and accounting firms. The drafting, re-keying and chasing comes off your fee earners, so more of the week goes to clients.
Where does AI pay back fastest in a professional services firm?
Usually in the work around the advice: document drafting and review, client onboarding, data entry and reporting. Small time savings across fee earners add up quickly, which is why most firms start there rather than with anything exotic.
Can AI help a professional services firm without putting client data at risk?
Yes. Your data stays in your own Microsoft 365 environment with least-privilege access, it is never used to train public models, and every automated step is logged. Confidentiality obligations are designed in from the start, not bolted on.
Can AI draft documents in our house style?
Yes. We ground drafting in your own templates, precedents and past work, so first drafts come out in your voice and structure. A fee earner always reviews and finishes the document.
Will AI replace our professional judgement?
No. We automate the repetitive work around your advice, such as drafting, checking and admin, and keep a person in the loop for anything that needs judgement. The professional stays accountable for the outcome.
Can automation work with our practice management or CRM system?
Yes. We build around the systems you already run, such as your practice management platform, document management and Microsoft 365, rather than replacing them.
How do we keep AI output accurate and defensible?
We ground answers in your approved sources, log every step so the trail is reviewable, and keep a person signing off before anything reaches a client. If a matter is sensitive, it never leaves human hands.
Will this improve utilisation and billable time?
That is the aim. When admin, drafting and chasing information take less of the week, more of each fee earner's time goes to billable, higher-value work. We agree how to measure the gain before we start.
How long does a first project take to deliver?
A focused first project is usually a few weeks, delivered at a fixed scope with a known price, so the firm sees a measurable result before going wider.
Ready when you are
See where AI gives your experts their time back
Bring one process that is slowing your team down. We will map it and show you where AI and automation pay back first.
What to expect
- A consultant replies within 4 business hours
- Session booked to understand your requirements
- We will provide you with a fixed price quote