What an AI agent can do for accountants, lawyers and professional services
Professional services are built on documents, research and careful checking, which is exactly what AI agents are good at preparing. Regulated work still needs a qualified person to sign it off. The agent drafts, summarises and cross-references, and the professional decides.
15 jobs an agent can take on
● largely automated, a person checks · ○ a person leads, the agent does the heavy lifting
- Year-end accounts draft for accountant review
- Management accounts pack with variance commentary
- Self-assessment tax return draft from client records
- Client transactions categorised ready for accountant review
- Lease summary with break clauses and page references
- Contract first draft from the firm's approved templates
- Contract review flagging non-standard and risky clauses
- Court bundle indexed and paginated
- Job descriptions and adverts from a hiring brief
- Candidate shortlist scored against agreed criteria
- Structured interview questions and scoring guides
- Candidate CVs reformatted to agency branding
- Market sizing report with sources and assumptions
- Survey designed, analysed and written up
- Interview transcripts coded into themes with quotes
These come from our map of 1,080 jobs AI agents can already do. It is a starting point, not a complete list.
How we help
We do not sell you a black box. Our two-day Build Your Own AI Agent course teaches you to set up, run and improve your own agent, on your own accounts, starting with one useful job from the list above. For larger teams we run workshops shaped around your organisation.
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The full poster and the 1,080-job list as PDFs, plus an occasional email from Dan and Jess with practical AI ideas. No spam. Unsubscribe any time.
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Our two-day course shows you how to build, use and improve your own AI agent. No technical background needed, and you own everything you build.
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Is it safe for confidential client work?
That depends on the service, plan and settings you choose. We teach you how to test permissions, keep data under your control and start with invented test data.
Who is responsible for the advice?
You are. The agent prepares drafts with sources. A qualified person reviews and signs off anything regulated.
Other industries
- Trades and construction
- Pubs, restaurants and hospitality
- Events and weddings
- Design, video, photography and audio
- Architecture, interiors, lighting and AV
- Estate agents and property
- Shops and online retail
- Charities, councils and clubs
- Health, fitness and beauty
- Farming and rural businesses
We train businesses across Bath, Bristol, Somerset, Wiltshire, the Cotswolds and the South West.