For tax, legal & management consultancies
AI reads the files. The judgement stays with you.
Mountains of documents, research, client communication — the preparatory work that ties up your most expensive resource: expertise and time. AI opens up the material and drafts, the professional assessment remains with you — and confidential data does not leave the building.
AuthorMatthias EgerCertified Manager for Applied AI Transformation (IHK)You know the situation
The mandate is demanding.
The preparatory work is sheer diligence.
Reviewing files, finding passages, drafting standard letters, looking up provisions. Valuable minds spend hours on work that requires no judgement at all — only stamina.
Documents have to be read, sorted and summarised before the actual work can begin. Research in your own knowledge base and in the regulations costs time. Client communication repeats itself. And public AI is out of the question as long as client confidences are involved — rightly so.
Preparatory work that does itself.
On your own knowledge, behind your own door — and every output is checked before it counts.
Hundreds of pages, opened up in minutes.
The AI reads extensive files, summarises them and finds the relevant passages and deadlines. You start with an overview instead of working your way through paper.
ResearchAn assistant working on your own knowledge.
Earlier cases, template texts, internal memos — the AI searches your own holdings and returns references with their source. No hallucinating, because it answers only from your material.
ConfidentialityTranslating and processing without data leaving the building.
Local models on your infrastructure: what is confidential stays confidential. Solved exactly that way in a real case — documented with problem, solution and number.
CompetenceYour team becomes able to work — and legally secure.
The AI Day in house conveys rules and genuine skill and satisfies the training obligation under Article 4 of the EU AI Act.
AI opens up the material. You decide.
Confidential documents are processed in house, the AI supplies a summary and a draft, you review it professionally and approve it — only then does anything go to the client.
A pilot that respects professional confidentiality.
We begin with one narrowly defined use case on your own infrastructure, measure the benefit and then decide on the next step.
Local where it has to be: client data stays under your control. Pilot at a fixed price: a clear scope, no open budget. Liability with a policy: professional indemnity cover through EXALI. No lock-in: access credentials and control remain with you.
Frequently asked questions
What firms clarify first.
How is professional confidentiality preserved?
Confidential documents are processed with local models on your own infrastructure — nothing goes to a cloud provider. Client data stays under your control.
Does the AI replace the legal or tax review?
No. The AI opens up documents, summarises and drafts — the professional assessment and the responsibility remain with you. It speeds up the preparatory work, not the judgement.
How quickly is a first benefit visible?
Often within a few days. One clearly defined use case can be set up quickly as a pilot at a fixed price.
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Tell me which preparatory work is tying up your best people.
30 minutes · free · confidential · three starting points in writing