AI practice management for accountants, solicitors and advisers
Clients, deadlines and documents in one place, with AI that chases, drafts and knows your guidance. Designed around how your business works, connected to the tools you already use, and live in weeks, usually at a fraction of the cost of off-the-shelf software.
The problem
Professional firms lose hours every week chasing clients for paperwork, answering the same questions and drafting standard letters, time that could be billed or spent advising. Deadlines get tight because documents arrive late.
What's inside, and where AI does the work
Every module is optional. Start with what matters most and add the rest as you see results.
What's inside
- Client onboarding and ID checks
- Engagements, deadlines and workflow
- Document requests and secure upload
- Time and fee tracking
- Templates and document generation
- Client portal
Where AI does the work
- Chases clients for documents until everything's in
- Answers common client questions from your own guidance
- Drafts letters, reports and returns from templates
- Summarises long documents and correspondence
- Flags deadlines at risk
What it does for your business
Connects to what you already use
How it works
Describe it
Our AI brief builder asks a few questions about your business. About 5 minutes.
Plan and price
A plan, the screens you'll get and a fixed price within 2 working days.
We build it
A preview link to click through and comment on as it takes shape. Typically 2 to 6 weeks.
We look after it
Hosted, secured, updated and improved, with AI spending limits you set.
Questions
Does AI give advice to our clients?
No. It answers routine questions from guidance you approve and passes anything needing professional judgement to your team.
Is client data confidential?
Yes. Access is controlled, everything is logged, data is hosted in the UK where possible and never used to train AI models.
Can it fit our existing workflow?
That's how we build it: around your engagement types, deadlines and templates.
How much does it cost?
You get a fixed price for the build, agreed before we start, then one monthly fee covering hosting, support, updates and AI running costs within limits you set. Because we build on our own ready-made core, it usually costs a fraction of off-the-shelf software with per-user licences.
How long does it take?
Most first versions are live in 2 to 6 weeks. Describe what you need and we'll send a plan with a timeline and fixed price within two working days.
Do we own our data?
Yes. Your data is yours, you can export it whenever you like, and it's never sold or used to train AI models.
Get a plan for your AI practice management
Describe what you need in five minutes. We'll come back with a plan and a fixed price within two working days. Prefer email? hello@crosstownhq.com