The reliable spine
The reliable spine is deterministic: tested, monitored integrations and event-driven flows between the firm's existing systems, with clear handling when a system is down or a record does not match.
Professional Services (CA, Law, Consulting)
Connect and automate the firm's tool stack
The firm runs on five or six tools that do not talk: time logged in one is re-typed into billing, an invoice is re-entered into accounting, a matter document never reaches the right folder, a payment is reconciled by hand. A person is the glue, the same figure ends up different in two systems, and the work breaks whenever that person is away.
Who has it
Across all segments running a practice-management or time-and-billing tool, an accounting tool, a document store and email that do not talk; sharpest in CA, accounting and tax firms and advisory and consulting firms.
What we build
Deterministic, tested integrations and event-driven flows between the systems already in place (practice management, time-and-billing, accounting, document store), mapped, tested and monitored, with clear handling when a system is down or a record does not match. This is the "automate so work moves" companion to the connected data layer: the layer makes one trusted picture of the firm's data, this makes the work move between systems on its own.
What is automated, where AI helps, who signs off
Automation for the routine. A person on every decision that matters.
Where AI helps
AI is limited to reading and matching records across systems where a deterministic key does not exist, with non-AI validation around every match; it never owns the number, the approval, the promise or the decision.
Who signs off
A named person signs off anything touching money, a customer promise, a regulated filing, a payment, a price, a credit decision or a people decision.
What changes day to day
An event in one system flows to the others on its own, so the team stops being the integration layer and the same figure stops disagreeing across tools; the work no longer breaks when one person is away; the firm gets the value of the systems it already pays for.
Illustrative outcome
Re-keying between tools removed; figures stop disagreeing across systems.
Illustrative; final numbers come from your own data.
Path to the build
How this one gets built.
Book a free 60-minute call, then a free Blueprint on the firm's own records. Deep-dive and build, followed by run and govern so the workflow keeps paying back.
Related builds
What tends to pair with this one.
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