AI Agent Build-as-a-Service

What It Does

An AI agent that handles initial client intake for law firms — collecting matter details, categorising the legal issue, conducting preliminary conflict checks, and preparing a summary for the solicitor to review before the first consultation.

Key Capabilities

• Conversational intake: Client completes a guided chat intake covering their legal matter — no forms, no friction
• Matter classification: Automatically categorises: family law, property/conveyancing, criminal, civil litigation, wills/estates, commercial
• Document collection: Requests and stores relevant documents (contracts, IDs, court documents) securely
• Conflict check: Cross-references client and matter parties against your existing client database
• Solicitor summary: Generates a structured brief for the solicitor — matter type, key facts, urgency, potential issues, suggested next steps
• Appointment scheduling: Offers consultation slots based on solicitor availability and matter urgency

Workflow

Data & Compliance

Runs on your infrastructure (local LLM or private cloud). Legal privilege protected — no data sent to third-party AI providers. Full audit trail of all interactions. Compliant with Australian Legal Profession Uniform Law and privacy requirements.

Deliverables

• Configured intake agent (web chat + embeddable widget)
• Integration with your practice management system ( Leap, Clio, Smokeball, or custom)
• Client intake database with search and export
• Solicitor dashboard with matter summaries and conflict alerts
• Staff training session + documentation
• 2 weeks of post-deployment support

What It Does

An AI agent that handles first-level IT support — answering common questions, triaging tickets, performing basic troubleshooting, and escalating complex issues to the right technician with full context.

Key Capabilities

• Self-service resolution: Handles password resets, VPN setup, printer config, email issues, software access — without human involvement
• Smart triage: Categorises and prioritises tickets based on urgency, impact, and category — routes to the right technician
• Knowledge base Q&A: Answers questions from your existing IT documentation, knowledge base, and runbooks
• Automated diagnostics: Runs basic checks (connectivity, account status, device inventory) before escalating
• Context handoff: When escalating, provides the technician with full conversation history, diagnostic results, and suggested fix
• Multi-channel: Works via Teams/Slack, email, web portal, or integrated into your existing ticketing system

Workflow

Integration Targets

• Ticketing: ConnectWise, Autotask PSA, Jira Service Desk, Freshservice
• Communication: Microsoft Teams, Slack, email, web portal
• Identity: Active Directory / Entra ID for account operations
• Knowledge: Confluence, SharePoint, Notion, or custom KB
• RMM: NinjaOne, N-able, ConnectWise Automate (for diagnostics)

Expected Impact

• 40–60% reduction in Tier 1 ticket volume (auto-resolved by agent)
• Faster mean time to resolution (technicians get full context, not "it's broken")
• 24/7 support coverage without 24/7 staffing
• Consistent, documented responses — no "which tech answered" variability

What It Does

An AI agent that dramatically reduces the time to respond to RFPs, tenders, and proposal requests. It draws from your past proposals, company knowledge base, and capability statements to generate a first-draft response — which your team reviews and refines.

Key Capabilities

• RFP ingestion: Accepts RFP documents (PDF, Word, online portal) and extracts all questions/requirements
• Answer matching: Matches each RFP question to your library of past responses, company policies, and capability statements
• Draft generation: Produces a structured first-draft response for each question, citing the source of each answer
• Compliance checking: Flags mandatory requirements, word counts, formatting rules, and missing information
• Review workflow: Routes draft answers to subject matter experts for review, tracks approval status
• Library growth: Approved responses are added to your answer library — each RFP makes the next one faster

Workflow

Data & Security

Runs on your infrastructure. RFP content and your answer library never leave your environment. Supports both local LLM (for sensitive government/defence RFPs) and cloud API modes. Full version control on all responses.

Expected Impact

• 70% reduction in first-draft time (from days to hours)
• Consistent quality across all RFP responses — leverages your best past work
• Higher win rate — respond to more RFPs with the same team
• Cumulative improvement — each response builds the library