Law, accounting and engineering firms
AI for accounting firms, law and engineering practices
Fee earners lose hours to rebuilding timesheets, reading documents line by line and rekeying matter details. We automate that work inside your practice systems so partners and managers review drafts instead.
Where the margin leaks
Time that never gets recorded
Emails, calls and drafting time reconstructed at month end, or lost.
Document review volume
Contracts, discovery and workpapers read line by line by senior staff.
Matter and job admin
A person retypes intake, conflicts and engagement details between systems.
If Sam leaves, we're stuffed
Precedents and know-how live in a few senior heads.
Confidentiality pressure
Privilege and professional standards rule out public AI tools.
What we deliver
Capture
Draft time entries from email, calendar and document activity. Fee earners confirm.
Review
AI does the first read of contracts and files and flags clauses and risks for a lawyer or accountant.
Admin
Intake, conflicts and engagement letters prepared once and pushed to your practice system.
Report
Automated client and statutory reporting drafts, checked by a manager before release.
Systems we work with
We connect to the platforms you already run. You keep your licences and your data.
- LEAP
- Actionstep
- iManage
- NetDocuments
- Xero Practice Manager
- CCH iFirm
- Deltek
- Microsoft 365
- SharePoint
- Power BI
The pattern behind our document work
We built Carbonly.ai, our own ESG automation product. Every document is classified, read, checked and traced back to its source. That multi-agent approach is the same pattern we apply to contracts, files and workpapers.
- Every answer traced to its source document
- Partners and managers approve
- Client data stays in your infrastructure
Questions
How are accounting firms in Australia using AI?
Accounting firms use AI to draft time entries, read workpapers and source documents, prepare client onboarding and produce first drafts of financial and tax reports. A qualified accountant reviews every draft before it reaches the client or the ATO.
Who builds automated reporting solutions for Australian firms?
Consultancies that combine data integration with AI build them. We produce automated client, management and statutory reporting drafts from practice and finance systems such as Xero Practice Manager, CCH iFirm and Power BI, with a manager approving each report before release.
Can law firms use AI without breaching client privilege?
Yes, if client material stays inside systems the firm controls and is never shared with a public AI service that retains or trains on it. Lawyers remain responsible for checking any AI output, so we build inside your infrastructure and log every query against its matter.
Can AI capture billable time automatically?
AI can draft time entries from email, calendar, phone and document activity, matched to the right client or matter, for each fee earner to confirm. Firms typically recover time that was previously rebuilt from memory at month end or never recorded at all.
Do you work with LEAP, Actionstep or iManage?
Yes. We connect to the practice management and document systems firms already run, including LEAP, Actionstep, iManage, NetDocuments, Xero Practice Manager, CCH iFirm and Deltek, so drafts and time entries land where staff already work.
Related
Custom AI developmentAI that reads, checks and drafts the first pass.
Process automationLess retyping, chasing and manual checks.
Private AI infrastructureAI that runs inside your own environment.
Copilot readinessPermissions and data ready before rollout.
SydneySolve8 provides AI advisory, consultancy and automation for mid-sized to enterprise, multi-site Sydney organisations in professional services, construction, field service and financial services.
Carbonly.aiOur own ESG and emissions reporting product.
Which admin task costs your fee earners most?
Tell us and we will scope a fixed-fee first phase around it.
Fixed-fee phases, agreed before we start. Stop after any phase.