Professional services, freed from the busywork.
Consulting, legal, accounting and audit firms sell expertise but lose margin to manual document work, low utilisation and leaky time capture. CodeFacts automates the document- and knowledge-heavy grind, gives partners real-time visibility into capacity and billing, and applies AI to review, research and drafting so your people do the work only they can do.
What's changing in professional services.
Professional services firms monetise hours and expertise, yet a large share of that time disappears into document review, formatting, research and admin that clients will not pay for. Generative AI has raised client expectations for speed and price at the same moment that talent is scarce and utilisation targets keep rising. Firms that industrialise their knowledge and workflows will out-deliver those still doing it by hand.
What makes professional services hard.
The specific, structural challenges we build against — not generic pain points.
Document- and knowledge-heavy work
Contract review, due diligence, audit testing and research consume expensive senior hours on repetitive tasks.
Resource utilisation and capacity
Partners lack a real-time view of who is available, over-allocated or on the bench across engagements.
Knowledge management
Precedents, templates and prior work are trapped in inboxes and drives, so the firm keeps reinventing the wheel.
Time-tracking and billing
Manual timesheets leak billable hours and slow WIP-to-invoice, hurting realisation and cash flow.
Secure client collaboration
Sensitive documents move over email and consumer tools with weak control and no audit trail.
Audit trails and compliance
Conflict checks, engagement governance and regulatory obligations demand evidence the current tools can't produce.
From problem to platform.
Each challenge has an engineering answer. This is how we turn them into working systems.
Manual document review and drafting
Generative AI copilots that review contracts, summarise disclosure, extract clauses and draft first-cut documents with citations, keeping the expert in control.
Poor capacity visibility
A resource and utilisation platform showing live allocation, pipeline and bench, so staffing decisions are made on data not memory.
Scattered firm knowledge
A searchable knowledge base with AI retrieval over precedents, templates and past matters, surfacing the right prior work instantly.
Leaky time and billing
Automated, assisted time capture and WIP-to-invoice workflows that lift realisation and shorten the lock-up cycle.
Insecure client sharing
Branded, secure client portals with granular permissions, e-signature and a full audit trail of every document and action.
Weak compliance evidence
Automated conflict checks, engagement governance and immutable audit logs built into the workflow, not bolted on.
Systems built for professional services.
AI document copilots
Review, extraction and drafting tools for contracts, audit files and reports.
Secure client portals
Branded collaboration with permissions, e-signature and full audit trails.
Resource and utilisation platform
Live staffing, capacity and pipeline visibility for partners and managers.
Knowledge and precedent base
AI search across templates, prior matters and firm expertise.
Time, billing and WIP tools
Assisted capture and WIP-to-invoice workflows that protect realisation.
Practice data platform
One governed view of engagements, profitability and client relationships.
The service offerings we bring.
One partner across strategy, AI, engineering, cloud, data and growth — mapped to what this sector needs.
Outcomes we engineer for.
More billable time recovered from manual document work
Higher utilisation and realisation across the practice
Faster, more consistent delivery reusing firm knowledge
Auditable, secure client collaboration end to end
Questions we hear.
Is our client data kept confidential?+
Yes — we use private deployments, strict access controls and full audit trails, so sensitive documents never train public models or leave your control.
Can AI safely help with legal and audit work?+
AI drafts, reviews and retrieves with citations while the qualified professional stays accountable for the final judgement — augmentation, not replacement.
Will this integrate with our practice management tools?+
Yes — we integrate via clean APIs with your DMS, time, billing and CRM systems rather than forcing a rip-and-replace.
How do we lift utilisation without burning people out?+
Live capacity data plus automation of low-value tasks means better staffing and less unpaid admin, not simply more hours.
Where should we start?+
Usually a high-friction workflow — document review, intake or time capture — where automation frees senior time and pays back quickly.