Accounting, law, consulting, agencies
Expertise, not bureaucracy.Billable time, recovered.
WEB-AZ builds AI assistants for accounting, law and consulting firms and agencies: onboarding new clients, proposals that start from past projects, a first read of long documents and search across the firm’s archive. The assistant prepares the routine work, and the professional checks, adjusts and signs off.
Where a services firm can recover non-billable time
Shorter onboarding for a new client
Requests arrive by email, form or phone, often with incomplete information. When documents, identification details and the information needed for conflict-of-interest checks are requested up front, the actual work starts sooner.
Proposals that start from the firm’s experience
Consulting or accounting proposals are often assembled from pieces of earlier ones, hunted down through folders. Found quickly and adapted by the team, they keep the same quality whoever writes them.
Long documents, read with a purpose
Contracts, annexes, due diligence reports or tax files running to hundreds of pages have to be read for a few relevant clauses or figures. The searching can be prepared in advance, so the specialist can focus on the analysis.
The firm’s experience, easy to find again
Document templates, past opinions and successful deliverables often sit in personal archives with inconsistent names. Indexed with the existing access rights, they also help new colleagues start from what has already been solved.
Volume peaks, anticipated
Monthly filing deadlines, year-end closings or budget season bring the same questions from many clients at once. Reminders and answers prepared in advance free up the team at exactly these times.
AI solutions for accountants, lawyers and consultants
The output of these tools is drafts and suggestions. Professional responsibility, conclusions and the final communication with the client stay with the specialist.
- Search across the firm’s knowledgeA system that answers questions based on approved internal documents (templates, procedures, past deliverables) and always shows the source, so the professional can check it.
- Assisted document analysisExtracting the clauses, deadlines, amounts or parties from a contract or file, with a page reference. Review and interpretation stay with the lawyer, consultant or accountant.
- Structured intake of new enquiriesThe client’s form or email is turned into a complete record, with the missing questions sent automatically and the list of required documents, before a partner takes over the conversation.
- Internal assistant for proposalsAn assistant configured on the firm’s style and offers that suggests the structure of a new proposal based on similar projects. The team adjusts the approach, the fee and the terms.
- Automating administrative stepsReminders for missing documents, collecting monthly paperwork from clients, opening files and updating time records, connected to the tools the team already uses.
Use cases · Professional services
The scenarios are conceptual, designed to show possible applications. They do not describe delivered projects.
Collecting monthly documents at an accounting firm
At the start of each month, clients receive a message with the list of expected documents. Uploaded documents are recognised and sorted by type, and the accountant sees on a single screen who has sent everything and who needs to be contacted.
Conceptual exampleA first read of an 80-page contract
A lawyer uploads a supply contract. The system prepares a table with the parties, term, penalties, termination clauses and governing law, each with a page reference. The lawyer reads in detail only the sections flagged as unusual.
Conceptual exampleA new proposal starting from the archive
A consultancy receives an enquiry for an HR process digitalisation project. The assistant finds three similar past proposals and suggests a structure and a list of questions for the client. The partner decides the approach and the fee.
Conceptual example
Integration with Microsoft 365, CRM and accounting software
Most firms keep their work in office suites, accounting software and a CRM. The integrations below are possible, not guaranteed: we check access and permissions for each project.
- Microsoft 365 (Outlook, SharePoint, Teams)
- Google Workspace
- CRM (HubSpot, Pipedrive, Salesforce)
- Accounting software (SAGA, WinMentor, SmartBill)
- Time tracking platforms (Clockify, Harvest)
- Electronic signature (DocuSign, certSIGN)
- Document management systems
- Portals for collecting documents from clients
Integration challenges
- Old archives organised by each professional’s own logic, with inconsistent names and multiple versions of the same document
- Complicated permissions: not everyone on the team may see every file, and search has to respect the same restrictions
- Scanned or hand-signed documents that must be digitised before they can be searched
- The team’s justified reluctance towards new tools, which calls for a gradual introduction and clear rules of use
Confidentiality and professional responsibility
Professional secrecy
Lawyers, accountants and auditors have strict confidentiality obligations. We choose providers and configurations in which client data is not used to train models, and access is restricted and logged.
Access by client and by file
An internal assistant must not become a shortcut to files a colleague has no access to. Search respects existing rights and, where applicable, the separations required by conflicts of interest.
AI does not advise in your place
The tools prepare drafts, summaries and extracts. The legal, tax or business opinion and how it is communicated to the client remain the act of the professional who is accountable for it.
GDPR and contracts with providers
Personal data in client files is processed under data processing agreements with each provider involved, with clear retention and deletion rules.
Useful guides
Before you decide, read
- LLMs & dataWhat is RAG? A simple explanation for AI assistants on company documentsRAG means the AI assistant first searches your documents and only then answers, citing the source. What it solves, what it doesn't and how to evaluate it.Read the guide
- ComplianceUsing ChatGPT at work without the risks: an AI use policy for employeesHow to use ChatGPT and other AI tools in your business without exposing confidential data: what you never enter, which plan to choose, what the GDPR requires and what a simple internal policy looks like.Read the guide
Frequently asked questions
What can AI do for an accounting or law firm?
It can prepare the routine work: structured intake of new enquiries, collecting monthly documents, extracting clauses and amounts from contracts with a page reference, searching the firm’s templates and deliverables, and a first structure for proposals. The results are drafts; the conclusions and the signature stay with the professional.
Does our clients’ data reach the AI providers?
Only if we choose that together, and only in configurations where the data is not used for training. For highly sensitive information we discuss options with models hosted in a controlled environment. We document the full flow so you can explain it to a client or an auditor.
How reliable are the summaries and extracts?
They can contain mistakes or omissions, so we treat them as a starting point, not a final result. That is why every piece of information links back to its source, and the professional checks it before using anything with a client.
Is it worth it for a small firm?
Often yes, because in a small team administrative time weighs more heavily. What matters is less the size of the firm and more whether there is a task that recurs often and takes up hours of skilled work.
Where do we start?
With a conversation about an ordinary working week: where the non-billable hours go. We then choose a single task, such as collecting documents or the first read of contracts, and test it on anonymised material.
Can’t find the answer? Write to us and we’ll reply directly.
Win back time for specialist work
Tell us what onboarding a client, preparing a proposal or a busy month looks like at your firm. We will suggest a first step that respects the confidentiality of your files.