AI FOR PROFESSIONAL SERVICES
Client work keeps moving when the manager is away
For corporate secretaries, accountants and advisers, we build an AI agent that chases documents and answers status questions across every client, entity and deadline. Judgement calls go to a named person.
WHERE MOST PROFESSIONAL SERVICES FIRMS ARE
STATUS
The same question comes in twenty times a day
The answer sits across three systems and an inbox. When the manager who knows the client is away, matters stall.
CHASING
Documents arrive when someone remembers
Returns, filings, director changes and KYC refreshes all need signatures, and these come after the third reminder.
CONSISTENCY
Three offices work three different ways
Acquired offices keep their own checklists, so one client gets three styles of service.
WHAT CHANGES WITH AN AI AGENT
STATUS
Status questions are answered from the record
The agent gives filing status and due dates in English or Chinese, on the client’s own channel.
DOCUMENTS
Documents are chased and logged as they arrive
Each matter lists what is needed. When a document arrives, the agent attaches it and marks it received for a person to accept.
CHANGES
Changes arrive as cards to confirm
When a director resigns, the agent prepares the officer change and a new matter, each with Confirm, Edit and Discard. Fees and dates work the same way.
JUDGEMENT
Advice goes to a named person
Tax, legal, licensing, pricing and risk questions go to a partner, and the client is told who will reply.
ONE RECORD
Every office shares one view and one log
Entities, officers, matters, parties and due dates for every office sit in one view. Every change is logged with who made it, the field, the old and new value, and the time.
IN THE PRODUCT
HOW A TYPICAL DAY RUNS
- A client writes in by email, WhatsApp or Teams. The agent matches the message to the client’s entities and matters.
- A status question is answered from the record. The staff see the answer and can step in.
- A document arrives. The agent attaches it to the right matter and marks it received.
- A change is prepared as a card. Nothing is saved or sent until staff confirm.
- A question needs advice. A named partner answers it, and messages to auditors, registries and banks wait as drafts.
WHAT STAYS WITH PEOPLE
Advice and KYC risk go to a named person. Officer and shareholder changes, fees, payments and deletions wait as drafts until someone confirms them. Staff can edit every record without the agent, and both paths write to the same log.
WHERE THIS IS RUNNING
CORPORATE SERVICES · ASIA
5 markets
of client entities in one workbench
An AI workbench for a corporate services group
We built one record for a group formed through acquisitions. The agent handles status questions, documents and changes.
Talk to us
Send us your entities, matters, deadlines and a few real exchanges with names removed. We will show what the agent would do and where it stops.
enquiry@redesignyour.work
