AI for Professional Services

Practical AI For Professional Services Firms

Hartz AI helps accountants, law firms and consultancies in the UK use AI to reduce admin, protect margins and improve client delivery, without adding unmanaged risk or noise for your teams.

This page explains how we work with professional services firms, the kinds of workflows AI is well suited for, and how our core services fit together for this sector.

Talk about AI for your firm See common use cases

The Reality Inside Professional Services Firms Right Now

Most professional services firms are not short of work. The pressure tends to show up somewhere else:

Teams tied up with document handling, email, note taking and reporting instead of advisory work.
Partners and managers spending time checking work that could be pre-structured or pre-summarised by AI.
A genuine concern about compliance, confidentiality and quality if AI is used without clear guardrails.
Mixed levels of confidence in AI across teams, with some people experimenting heavily and others unsure where to start.

AI will not replace professional judgment or relationships. What it can do is reduce the friction around that judgment so more of your time is spent on the parts clients actually pay for.

High Value AI Use Cases For Professional Services Firms

Every firm is different, but the patterns are surprisingly consistent. These are some of the areas where we see AI make a meaningful difference for accountants, law firms and consultancies.

Document review and summarising

Use AI to pre-structure and summarise long documents, contracts, reports or working papers so your team starts from a clearer picture instead of a blank page.

Often linked with AI implementation projects around workflows and templates.

Email and communication support

Draft and refine routine emails, follow ups and client explanations so fee earners can respond faster without compromising tone or accuracy.

Works well when combined with clear guidelines from AI training.

Proposal, pitch and tender support

Support teams with structured first drafts, case study selection and tailored messaging for proposals and tenders, using your existing content and insight.

A strong candidate for bespoke AI assistants.

Internal knowledge search

Help staff find relevant precedents, templates, notes and guidance across shared drives, matter files and knowledge bases using natural language queries.

Often delivered as a private GPT style tool through bespoke builds.

Time, notes and meeting capture

Use AI to support better time recording, meeting notes and action capture so billable and non billable time is recorded more accurately with less friction.

Typically part of a broader implementation project.

Compliance and risk support

Build AI supported checks for policy wording, missing disclosures or inconsistencies so human reviewers can focus on judgment rather than scanning.

Usually informed by AI consultancy around governance.

How Hartz AI Works With Professional Services Firms

We do not drop a tool into your firm and walk away. Our work usually combines several of our core services, adapted to your size, risk profile and practice mix.

AI Training for fee earners and support teams

Practical sessions that help people understand what AI can and cannot do, how to use it responsibly, and how to experiment safely within the rules of your firm.

Explore AI training

AI Consultancy, governance and roadmaps

Work with leadership to clarify where AI fits, how to manage risk and what a sensible first wave of projects looks like for your firm.

AI consultancy for firms

Implementation of AI workflows and automations

Design and build real workflows that fit your case management, document management and communication tools, with proper testing and documentation.

Learn about implementation

Bespoke AI assistants and internal tools

When you need something more tailored, we design private assistants or internal tools that understand your templates, language and ways of working.

Explore bespoke AI solutions

AI Champion Programs inside your firm

Build a small group of AI champions across departments who can support colleagues, share good practice and keep changes grounded in real work.

Learn about champion programs

Fractional Chief AI Officer support

Part time leadership support to help partners steer AI strategy, governance and investment decisions without hiring a full time senior role immediately.

Fractional CAIO for firms

What Professional Services Firms Gain From Working With Hartz AI

The outcomes look different in every firm, but they usually fall into a few clear categories.

More time for advisory work. Less of your most expensive people's time is spent on formatting, summarising and chasing information.
Clearer governance around AI use. Staff know what is allowed, what is not, and where to go with questions.
Stronger margins on the same work. Processes become smoother, turnaround improves and rework is reduced.
A growing internal capability. Your people develop skills and confidence rather than AI being something done to them from outside.

Questions Professional Services Firms Often Ask

These questions come up regularly when we speak with partners, practice leads and operations teams.

How do you handle confidentiality and client data?

We start from your existing confidentiality obligations and regulatory requirements. That means being clear on which data can be used, where it lives, which tools are allowed and how access is controlled. For more sensitive contexts we focus on private or self hosted options rather than public tools.

Do you work with our existing technology partners?

Yes. Many professional services firms already have long standing relationships with case management, document management or practice management providers. We are happy to work alongside those partners rather than replacing them, and will only recommend new tools when it is genuinely necessary.

Do you have to be highly technical to take part in projects?

No. We expect curiosity and a willingness to experiment, not deep technical skills. Most of the people we work with are fee earners, team leads or operations staff. When more technical work is needed, we handle that or work with your internal IT teams.

What is the best way to start if our firm is sceptical but interested?

A good starting point is usually a combined piece of AI consultancy and training, followed by one carefully chosen implementation pilot. That gives you real evidence inside your firm without forcing a large, risky change too early.

Learn more about AI consultancy

Ready To Explore AI For Your Professional Services Firm?

Whether you want to test one workflow, build out a roadmap or create internal AI champions, we can help you work out what makes sense and how to start in a way that fits your clients, culture and risk profile.

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