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Industries/Professional services
Professional firms

PROFIRM AI

End-to-end platform for CA and CS practices, law firms and management consultancies.

A professional firm runs on engagements, documents, deadlines and recovered hours. PROFIRM covers that whole loop: intake and conflict checks, engagement letters, the compliance calendar, drafting against your own precedent, review trails, and the realisation reporting that tells a partner which work is actually worth doing again.

Practice boardLIVE
184
Live engagements
26
Filings due in 7 days
71%
Realisation rate
9
Reviews awaiting partner
Conflict check cleared on new incorporation matter
no adverse party match · 09:02
Draft board resolution ready from firm precedent
3 clauses flagged for partner judgement · 09:31
Statutory deadline moved by circular
12 clients affected · calendar updated · 10:05
Unbilled time on a fixed-fee engagement crossed scope
partner notified · 10:40
40%
Less time on first drafts of routine documents
0 missed
Statutory deadlines in the pilot cohort
11%
Improvement in realisation on advisory work
6 weeks
From onboarding to a live practice area
Capabilities

The practice, end to end, without four disconnected systems.

Intake, delivery, review and billing sit on one engagement record, so a partner can see the matter, the documents, the deadlines and the economics in the same place.

Engagement lifecycle

Intake, conflict checks, scope, engagement letters, approvals and closure on one record, with every version and signature retained.

One place a matter actually lives
Document and precedent intelligence

Drafting against your firm’s own precedent library and house style, with the source document cited for each clause and deviations flagged for review.

First drafts that sound like the firm
Compliance calendar

Statutory and contractual obligations per client and entity, updated when the rules change, with escalation before a deadline becomes a problem.

Deadlines that move when the law moves
Research and review

Grounded research over statute, circulars, case law and your own advice history, with the review trail a regulator or insurer would expect to see.

Positions you can stand behind
Time, billing and realisation

Time captured from the work rather than reconstructed, and realisation reported per engagement, client and partner.

You learn which work to price differently
Client collaboration

A client-facing view for document requests, approvals and status, so chasing an annexure stops being an email thread.

Fewer follow-ups, faster closure
Why firms are different

Generic AI tools are useless on privileged, precedent-bound work.

The realityWhat PROFIRM AI does about it
Precedent beats fluencyA plausible clause is a liability. PROFIRM drafts from your approved precedent and shows where the draft departed from it.
Confidentiality is absoluteMatter-level access control, ethical walls between teams and no client data used to train shared models.
Deadlines are statutoryThe calendar is driven by rules and circulars rather than manual entry, and it tells you who is affected when something changes.
Review is the productEvery generated artefact carries its sources and its reviewer. Partner judgement is recorded, not implied.
Economics are per engagementRealisation, write-offs and scope creep are visible while the work is running, not after the invoice is argued about.
Fits your estate

Works with the practice systems a firm already depends on.

PROFIRM does not ask a firm to abandon its document store or accounting system. It becomes the engagement layer over them, with the filing portals and statutory sources treated as first-class inputs.

Document storesSharePoint, Google Drive and network shares, with existing folder conventions preserved rather than re-imposed.
Accounting and billingTally, Zoho Books, QuickBooks and Xero for invoices, receipts and realisation reporting.
Statutory sourcesRegulatory portals, circulars and gazette updates monitored to keep obligations and templates current.
Signature and identityDigital signature workflows, client identity verification and audit trails on every executed document.
DeploymentYour cloud or ours, with matter data residency fixed to the jurisdiction the engagement belongs to.
Rollout

One practice area live in six weeks.

Weeks 1 to 2
Map one practice area

We take a single service line, document how it actually runs today, and agree the engagement record and precedent set for it.

Weeks 3 to 4
Load precedent and rules

Your templates, clause library and statutory calendar loaded, reviewed by a partner and versioned as firm-approved.

Weeks 5 to 6
Run live engagements

New matters in that practice area run end to end on PROFIRM, with drafting in review mode and nothing leaving without a partner sign-off.

Then
Extend across the firm

Additional practice areas inherit the platform and typically go live in two to three weeks, reusing the same engagement spine.

Common questions

Is client data used to improve models?

No. Matter data stays inside your tenancy and is never used to train models for other firms. Precedent learning is scoped to your firm and stays with your firm.

How are ethical walls handled?

Access is enforced at matter level. A team behind a wall cannot see the matter, its documents or its existence in search results, and access attempts are logged.

Which practices does it fit first?

Document- and deadline-heavy work benefits soonest: company secretarial and statutory compliance, tax and audit support, contract drafting and review, and structured advisory deliverables.

Does it work for Indian statutory work specifically?

Yes. The compliance calendar and precedent handling were built around Indian CA and CS practice first, including registry filings, and the same engine supports other jurisdictions through their own rule sets.

What happens to work in progress if we stop?

Engagements, documents, precedent and the audit trail export in open formats. The firm’s work product is the firm’s, always.

Bring us one practice area.

Pick the service line with the most deadlines and the most repetitive drafting. We will show you what the first six weeks would change, before you commit to anything.

Book a practice walkthrough