Professional Services · UK
Microsoft Power Platform for Professional Services Firms
Law firms, accountancy practices, and consultancies sell time and expertise, so every hour lost to admin, conflict checks, and hunting for precedent documents comes straight off the bottom line. We automate the process work and put your firm's knowledge behind an AI assistant your people actually use.
Matter & Engagement
Structured intake to close
Client Onboarding
AML and conflict checks
Knowledge AI
Copilot over your precedents
Practice BI
Utilisation and WIP
The Problem
Challenges We See Across Professional Services
The patterns below come up in almost every professional services conversation we have. If two or more sound familiar, there is usually a quick win available.
Client onboarding is slow and inconsistent
Conflict checks, AML verification, engagement letters, and matter opening across email and spreadsheets means every new instruction starts with friction and risk.
Knowledge locked in people's heads and old matters
The precedent exists somewhere, and someone knows where. Finding it takes an hour of chargeable time and often ends with drafting from scratch anyway.
Time capture that happens on Friday afternoon
Retrospective time recording loses billable hours and produces narratives that clients query and write off.
Practice reporting that arrives too late
Utilisation, WIP, lock-up, and realisation reported monthly in spreadsheets means problems are visible only after the quarter they damaged.
What We Build
Power Platform Solutions for Professional Services
Built on Power Apps, Power Automate, Power BI, Copilot Studio, and Dataverse, inside your own Microsoft tenant.
Matter & Engagement Management
Structured matter opening with conflict checking, risk grading, engagement letter generation, and lifecycle tracking through to closure and archive.
Client Onboarding & AML Automation
Digital client due diligence with identity verification integration, source of funds capture, PEP and sanctions screening, and MLRO escalation with full audit trail.
AI Knowledge Assistant
Copilot Studio agents grounded in your precedent bank, know-how, and matter history, answering questions in Teams with citations back to the source document.
SharePoint Document & Matter Workspaces
Consistent matter workspace provisioning, metadata, retention, and permissions, so documents are findable and disposal happens on schedule.
Time, Expense & Billing Support
Mobile time capture, expense submission with receipt scanning, and pre-bill review workflows that feed your practice management system.
Practice Performance Dashboards
Live Power BI on utilisation, WIP, lock-up, realisation, and pipeline by fee earner, team, and client, refreshed daily rather than monthly.
Typical Projects
Where Professional Services Organisations Usually Start
Focused first projects that deliver a visible result quickly, then extend once the approach is proven.
Matter inception workflow
New instruction triggers conflict search, risk assessment, engagement letter, and matter workspace creation in one tracked process.
Matters opened same day, consistently
Precedent search assistant
A Copilot Studio agent over the know-how library returns the right precedent with a citation instead of a folder path.
Drafting starts from the right document
AML periodic review
Automatic scheduling of client reviews by risk grade, with reminders, evidence capture, and escalation for overdue files.
Review backlog visible and controlled
Mobile time recording
Fee earners capture time on a phone app between meetings, with narrative prompts that reduce client queries.
Billable hours recovered, fewer write-offs
Governance
Compliance & Data Considerations
Everything we build runs inside your own Microsoft 365 tenant, under the controls you already operate.
SRA and regulatory audit trails
Client due diligence, conflict decisions, and file reviews recorded with user, timestamp, and evidence, ready for regulatory inspection or professional indemnity review.
Client confidentiality and ethical walls
Dataverse and SharePoint security models enforce matter-level access restrictions and information barriers between teams where required.
Retention and disposal
Microsoft Purview retention labels applied automatically at matter closure so files are kept and disposed of in line with your retention schedule.
Related Case Studies
Power Platform for Professional Services: Frequently Asked Questions
Common questions from UK professional services organisations considering Microsoft Power Platform.
Start the Conversation
Talk to Someone Who Knows Professional Services
Book a free consultation. We will look at the process causing you the most pain, tell you honestly whether Power Platform is the right answer, and scope it if it is.
