AI governance for professional services
AI that makes your expertise go further, without giving it away.
Accountancy, consulting and advisory firms are using AI to research, analyse and draft at a pace that changes the economics of advice. We help you use it without letting client confidentiality slip or your know-how leave the firm.
Where AI is arriving
AI is changing how advice gets produced.
Analysis and research
Assistants reading client data, summarising findings and preparing first views.
Client deliverables
Reports, workpapers and presentations drafted and checked with AI.
Knowledge
Methods, templates and past work made searchable, which makes them valuable to whoever holds them, including vendors.
Practice operations
Copilots in Microsoft 365, and AI arriving inside practice management, audit and tax software.
What others expect of you
Clients, your professional body and, for audit work, your audit regulator will ask how AI is used in your work.
- Client confidentiality kept intact when AI is involved
- Work reviewed and signed off by people, with evidence of how
- Clear terms on what vendors may do with your methods and know-how
- Evidence ready for client due diligence and your insurers
If your Microsoft agreement renews in the next year, our AI review shows which AI tools your people actually use. Set against your licence records, that gives you evidence for the renewal, not just the vendor’s forecast.
The questions to start with
Three questions for your leadership team and audit committee.
AI helps your people work
Which tools are your people using, and which client files can they reach?
AI does the work
Who owns each analysis and drafting agent, and how do you know its work meets your standard?
AI becomes your business
Who owns the knowledge your AI is built on, and could it become a service you sell at a fixed price?
Know what AI is running in your firm, and keep it governed.
Start with a 45-minute walkthrough on the framework and where your AI sits today, and agree the right first step with us.