AI for law firms and accountants, for the work that isn't the advice
Hours go on work that isn't the advice: reading documents, chasing paperwork, typing figures from statements, drafting first versions. AI does that inside your practice tools, so your people spend their time on what clients pay for.
You'll talk to Usama, who writes the code.
AI for law firms
The work around the advice. A lawyer still signs anything that goes out.
- Client intake
- Enquiries read, sorted by matter type and passed to the right person with a summary
- Document prep
- Key dates, parties and figures pulled out for a professional to check
- First drafts
- Of letters and engagement emails from your own templates
- Search your own past work
- Find the matter, file or precedent your firm already has
AI for accountants
The figures and the paperwork. An accountant still signs the work.
- Bank statements and financial documents
- Turned into structured data, with unclear lines flagged
- Document prep
- Parties, dates and figures pulled out for a person to check
- First drafts
- Of reports and client emails from your own templates
- Search your own past work
- Find the file or the prior year your firm already has
And consulting firms
A consultancy uses the same shape: an enquiry sorted, a first draft from your own files, and a person who sends it.
What stays with a person
Advice, sign-off, anything filed or sent under the firm's name, and any judgement about a client's position. AI prepares the work. A professional decides.
Tools we can connect
Microsoft 365, Google Workspace, practice and document management systems with an API, Xero, QuickBooks, shared drives and client portals. We'll confirm your exact setup on the call before you pay for anything.
Projects we've worked on
One project we've worked on is a PDF bank-statement converter that turns statements into structured data. Ask on the call which past project is closest to your setup.
Your code, your accounts
All source code goes into your GitHub. It runs in your accounts, and the AI model account is in your name. You approve each milestone before the next one starts. Nothing is held in our accounts, so there's no lock-in.
Who you'll work with
I'm Usama. I write the code on every project and I'm the person on your call. Samisoftz is me and a small team, so we take a few jobs at a time.
Questions people ask
Is client data safe?
The AI reads only the folders you choose, through an AI account in your name, and we don't paste client data into public AI tools. You get a one-page data note before the build.
Can AI give legal or tax advice?
We don't build it to. It prepares documents and drafts for your professionals to review.
Our files are a mess. Is that a problem?
Not to start. We pick one workflow and check whether the documents it needs are good enough. That's part of the audit.
What about our professional rules?
You know your rules and your regulator. We set up the review steps you need and document what the AI does, so you can check it against them.
What does your team type that a client never sees?
Tell us on a free 30-minute call. We'll tell you if AI should do it.
You'll talk to Usama, who'd build it.
30 minutes · no slides · a written answer if it's not a fit