AI for accountants, solicitors and brokers that keeps client work accurate and confidential.
Professional firms run on documents and expertise. Xgorithm takes the re-typing and searching out of that work, so partners and staff spend their hours on advice rather than admin, and every answer can be traced back to its source.
What we hear from professional services teams
Client documents arrive in every format
Bank statements, receipts, proposal forms and contracts come in by email and post, and someone keys them into your systems.
Expertise is hard to search
Precedents, templates and past advice sit in folders that only the people who wrote them can find quickly.
Clients expect faster replies
The same questions arrive by email every week, and answering them well takes senior time.
Confidentiality is not optional
Any AI you use has to respect matter-level access and keep client data in the EU, which rules out most public tools.
What Xgorithm would build for you
These are example scenarios based on problems we hear about often. They show what we would build and what we would measure, not results from a named client.
Example scenario
Knowledge assistant for a law or accounting firm
- The challenge
- Staff spend hours searching precedents, templates and Irish legislation for each new matter.
- What we build
- A secure assistant over the firm's own documents that drafts first versions with citations, with access controlled matter by matter.
- What we measure
- Research hours and drafting time per matter
Example scenario
Client document collection for an accountancy practice
- The challenge
- Year-end packs depend on chasing clients for documents and categorising bank statements by hand.
- What we build
- A client portal that extracts and categorises documents as they arrive and shows the team what is still missing.
- What we measure
- Hours per year-end pack and documents chased
Example scenario
Quote comparison for an insurance broker
- The challenge
- Proposal forms are re-typed into each insurer's system, and quotes are compared side by side by hand.
- What we build
- An agent that reads proposal forms, fills insurer systems and lays out the returned quotes for a broker to review.
- What we measure
- Time from enquiry to quote and renewals handled per person
Security and regulation
Firms handling client money and personal data need AI that is documented and controlled. Xgorithm hosts in the EU by default, does not train models on client data and documents each system to GDPR and EU AI Act standards.
How Xgorithm handles your dataQuestions people ask us
Can the assistant keep matters separate?
Yes. It only searches documents the person asking is already allowed to open, so access stays matter by matter.
Does client data leave the EU?
No. We host in the EU by default and confirm the exact data locations in writing before a pilot starts.
Where do most firms start?
Usually with either document extraction or a knowledge assistant over one practice area, because both show results within a short pilot.
Talk to Xgorithm about the work slowing your professional services team down.
Book a 30-minute call with a senior specialist. We'll find the one process worth fixing first and follow up with a written plan, costs and a fixed-price pilot proposal.
There's no obligation, and we reply to every enquiry within one working day.