02 — AI Agents & Integration
Agents that work alongside your team.
We design and deploy AI agents grounded in your own knowledge and connected to your own systems — with the guardrails, audit trails and human oversight a professional firm requires.
Trusted by teams behind
Calori
Trym
Ascend
Forge
The challenge
General-purpose AI does not know your business.
Your team is probably already using ChatGPT or Copilot in an ad hoc way. It helps, but it cannot see your client files, does not know your policies, and leaves no record of what it was asked or what it said.
An agent built for your firm is different. It answers from your own documents, takes defined actions in your CRM or calendar, keeps a full log and escalates to a person whenever confidence is low. That is where AI stops being a novelty and starts carrying real workload.
What we deliver
Capabilities, shaped around your firm.
Knowledge assistants
A private assistant that answers from your policies, procedures and past work, citing the source every time.
Client-facing assistants
Website and messaging assistants that qualify enquiries, book meetings and hand over cleanly to your team.
Operations agents
Agents that complete multi-step tasks — preparing meeting packs, updating records, chasing outstanding items.
Meeting intelligence
Calls transcribed and summarised, with actions and notes written straight back into the client record.
AI inside your software
Language models embedded in the tools and products you already run, through secure, well-tested APIs.
Governance & evaluation
Guardrails, permission scopes, audit logs and ongoing evaluation, so you can show exactly how AI is used.
What this can look like
The same work, done differently.
Illustrative examples of the kind of change our engagements are designed to deliver.
Internal knowledge
Today
Staff interrupt senior colleagues for answers buried in a shared drive of procedures, templates and past advice.
With us
An internal assistant answers in seconds with links to the source documents, and flags gaps in the knowledge base.
Meeting follow-up
Today
Notes are typed up from memory, actions slip and the CRM is updated days later, if at all.
With us
A summary, action list and draft follow-up email are ready minutes after the call, and the client record is already updated.
New enquiries
Today
Website enquiries sit unanswered over the weekend and arrive on Monday without the details needed to respond.
With us
An assistant responds immediately, gathers the essentials, books an introductory call and briefs the right person.
How an engagement runs
Proven value before larger commitment.
- 01
Diagnose
1–2 weeksWe interview your team, map the work and identify where AI will pay back fastest. You receive a prioritised roadmap, whether or not we build it.
- 02
Prototype
2–4 weeksWe build the highest-value opportunity first and test it on real work, so you judge results rather than slides.
- 03
Deploy
2–6 weeksWe harden, secure and integrate the solution, train your team and launch with clear measures of success.
- 04
Operate
OngoingWe monitor, maintain and improve what we have built, and work through the roadmap at the pace that suits you.
Technology we work with
- Anthropic Claude
- OpenAI
- Azure OpenAI
- Microsoft Copilot Studio
- Google Gemini
- Model Context Protocol
- Vector search
- Slack
- Microsoft Teams
- WhatsApp Business
Questions
What clients ask us first.
Is our data used to train public AI models?
No. We use enterprise model agreements that exclude your data from training, and we design every system so that sensitive information stays within the environments you control.
How do you stop an agent getting things wrong?
Agents are grounded in your own sources, limited to specific permitted actions and evaluated against real examples before launch. Anything uncertain or high-stakes is routed to a person for approval.
Can we see what the agent has done?
Yes. Every question, answer, source and action is logged, giving you a clear audit trail for oversight and compliance.
Which AI model do you use?
Whichever is right for the task. We are model-agnostic and design systems so the underlying model can be changed as the technology moves on.
Explore our other services
Start here
Find the first ten hours a week worth giving back.
Start with a 30-minute conversation. We will listen to how your firm works and tell you honestly where AI can help — and where it cannot.
Book a discovery call