Cross-sector · Delivery
AI for document triage in professional services
Can AI do our first-pass reading?
The challenge
Fee earners spend mornings reading correspondence and source documents before advisory work begins. Capacity, not demand, caps growth.
Prerequisites
- A searchable precedent library
- Confidentiality position agreed with your insurer
The approach
- Summarise and classify inbound documents with citations back to the source page
- Retrieve against firm precedent and past matters rather than public text
- Keep the professional review step explicit and recorded for liability purposes
- Retire the manual first read only after six weeks of parallel running
What makes it work
Every summary is citation-linked, so the reviewer verifies rather than trusts.
What we would measure
Billable recovery
Hours returned to advisory work
Turnaround
Days from receipt to client response
Review time
Minutes per document at accepted quality
Risk position — Limited risk. Confidentiality and professional liability controls documented.
Baselines are established in your business during the assessment. We publish no borrowed benchmark numbers.
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