Research and drafting assistants
Build clear service pages that answer common prospective-client questions.
CA, CS & professional firms
Let your expertise lead the conversation.
Give partners and staff hours back each week without exposing client files.
EXPERTISE, WITHOUT THE FRICTION
A better experience,
one step at a time.
Professional teams balance client delivery with document work, research, and new inquiries. Start by improving one high-value, repeatable process.
AN ILLUSTRATIVE CONVERSATION
“Can I arrange an introductory conversation about your services?”
An assistant can help identify the relevant service and collect a callback request. Advice and engagement decisions remain with the professional team.
Example only. The final workflow uses your approved business information and agreed integrations.PRACTICAL APPLICATIONS
Where we can start.
Client queries on WhatsApp
Collect a short description of the requirement and preferred contact details.
Private AI for client documents
Explore approved knowledge search, drafting, and summaries with human review.
Solutions to explore.
View every solutionCGS PASS — private AI
Explore AI with clearer data boundaries.
Explore solutionAI agents & automation
Put repetitive work on autopilot.
Explore solutionBusiness email & cloud
Keep the foundations running well.
Explore solution