Win better clients, and give your people back their week.
For accounting, legal, financial advice, engineering and consulting firms. We build the marketing that brings in the right enquiries, and the systems that take repetitive work off senior people.
What usually gets in the way
Referral-only growth
Most new work still arrives by word of mouth, which is hard to plan around and harder to scale.
Expertise hidden online
The website lists services instead of answering the questions clients ask, so prospects and AI assistants can't see what you're good at.
Senior time lost to admin
Proposals, engagement letters, file notes and follow-ups take hours of your most valuable people's time each week.
Marketing and systems, run as one.
Thought leadership and search
Articles, guides and service pages written from your partners' expertise and structured for search and AI answers.
LinkedIn programs
Content and visibility programs for partners and the firm, planned with you and produced each month.
Proposal and onboarding automation
Templates, e-signing and onboarding flows connected to your practice management system.
Internal knowledge assistants
A secure assistant that answers staff questions from your precedents, policies and procedures, with access controls.
CRM and referral tracking
See which referrers, channels and services produce your best clients.
Client portals
One secure place for documents, requests and updates, so fewer emails chase the same information.
Where AI helps
- Drafting first versions of proposals, letters and reports for review
- Turning meetings and files into notes and next actions
- Answering staff questions from internal policies and precedents
- Turning partner expertise into publishable articles faster
Rules we work within
- Your profession's conduct rules on advertising
- ASIC's RG 234 if you advertise financial products or advice
- Confidentiality and privilege: client information stays out of consumer AI tools
- Privacy Act obligations for client data
We're marketers and technologists, not lawyers. When something needs legal advice, we'll tell you.
Services that matter most here
- AI assistants & knowledge systemsRole-specific AI assistants that answer from your own documents, cite the source and respect permissions. Built on Microsoft 365, Google or a custom stack.
- AI governance & implementationAI governance for Australian businesses: a use policy, approved tools, data rules and human oversight, informed by OAIC and National AI Centre guidance.
- AI strategy & roadmapsAn AI roadmap built on evidence: nine lenses, a do-nothing baseline, confidence-labelled estimates and a Now/Next/Later plan your board can act on.
- AI-augmented workforceHelp your existing team do more valuable work with AI: role-based training, approved tools, prompt libraries and adoption tracking. Capacity, not cuts.
- Client & customer portalsSecure portals where customers check status, share documents, approve work, book and pay. Fewer 'where's my…' emails, with permissions and audit built in.
- Content & creativeArticles, service pages, short video and ad creative drafted from your brand knowledge base, then edited and approved by people. Shoot days from $2,500.
- Custom CRM developmentA CRM built around your pipeline, accounts, quoting and service history, with AI that drafts follow-ups and does the data entry. Owned by you, not rented.
- System integrationsConnect your CRM, Xero, job system and email so nobody re-keys data. APIs, webhooks and sync rules, plus monitoring that alerts you to failures first.
- Platform replacementThinking of leaving Salesforce, HubSpot or GoHighLevel? Compare 3 to 5 year cost of ownership, then migrate in stages with parallel running and training.
- Reporting & dashboardsOne source of truth for finance, sales, marketing and operations: agreed definitions, automated data pipelines and AI commentary that explains the numbers.
- SEO & GEOTechnical, local and AI search optimisation so Google, ChatGPT, Perplexity and Copilot can find, trust and cite you. No ranking promises, just the work.
- Websites & digital experienceFast, accessible, hand-coded websites built to convert, with forms wired to your CRM and consent-aware analytics. Landing-page sprints from $2,500.
Where to start
Smaller firms often start on Growth. Multi-partner firms usually fit Department, with AI and systems work scoped separately.
What professional services businesses ask us
Is AI safe to use with confidential client information?
It can be, with the right setup: business-grade AI services that don't train on your data, access controls, and clear rules about what goes in. We design that before anything goes live.
Can you write accurately about technical topics?
We work from your people's knowledge: interviews, notes and past advice. Every piece is reviewed by the relevant expert before it's published.
Do you work with practice management systems?
Yes, within what each system allows. We connect enquiries, proposals and onboarding so less is re-keyed by hand.
Let's look at your business from above.
A 30-minute strategy call, at no cost. You'll get a straight answer on whether we're the right fit.