Hizmedia Intelligence, home

Claude for professional services

Win back the hours you can't bill for.

Professional services firms sell expertise and time. Claude gives your people back hours on drafting, research and admin, so more of the day goes on the client work only they can do.

Book an AI audit
Engagement letterDraft 1
Client
Ashworth & Partners LLP
Scope
Year-end accounts and corporation tax return
Fee
Fixed fee, billed quarterly
Start
1 December

Drafted from

  • Skill Engagement template
  • CRM Client file
  • Project Fee schedule

Flagged for you

Client mentioned a second company. Add it to scope?

● Partner sign-off required

Illustrative example

Sound familiar?

Expertise is the product. Admin is the tax.

  1. 01

    Time lost to drafting

    Engagement letters, proposals and reports written largely from scratch every time.

  2. 02

    Knowledge in people's heads

    Years of past work that is hard to find and reuse.

  3. 03

    Client confidentiality

    A real need to control what goes into any AI tool.

Firm knowledge

Everything your firm knows, one question away.

Your precedents, guidance notes and lessons learned usually live in people's heads and buried folders. A Claude Project built on anonymised versions lets anyone ask, and shows exactly where each answer came from.

  • Answers cite the source document
  • Client-identifying details kept out
  • Partners stay the final word on advice
Have we advised a client on R&D tax relief for software before?

Yes, three times in the last two years. The closest match is a 2025 claim for a SaaS client, with a similar headcount.

Key lesson noted by the partner: agree the qualifying staff list early.

Anonymised memo · 2025Guidance notePartner notes

Illustrative example

Where Claude helps

Quick wins first. Bigger bets next.

These are some of the opportunities we typically find for professional services firms. Your audit maps the ones that fit your business and puts them in order.

  • Research briefings

    Summaries of regulations, cases or market changes, with sources, for your team to check.

  • Meeting notes to actions

    Client meetings turned into notes, actions and follow-up emails.

Opportunity map · Professional servicesExample

  • Engagement letters and proposals

    Partners · Low effort

    Quick win

  • Client onboarding packs

    Operations · Low effort

    Quick win

  • Knowledge assistant on precedents

    Whole firm · Medium effort

    Big bet

  • Billing and utilisation insights

    Finance · Medium effort

    Big bet

How it works

From first call to signed engagement.

  1. 01

    Client call

    Notes captured and summarised, with actions logged against the client.

  2. 02

    Letter drafted

    Engagement letter drafted from your template, scope and fee schedule.

  3. 03

    Partner review

    A partner checks, edits and signs off. Nothing goes out unreviewed.

  4. 04

    Onboarding sent

    Welcome pack and document requests drafted and ready to send.

Fits around tools like

  • Microsoft 365
  • Google Workspace
  • Xero
  • Practice management
  • Document management
  • CRM

Connections depend on each tool. We use the available Claude connectors and build custom ones where needed.

Questions

Good questions.

Something else on your mind? Ask us directly.

Is Claude safe to use with client information?

Keep identifiable client information out wherever you can. Most of the value comes from work that does not need it: templates, precedents, research and anonymised documents. We set up an approved business plan and clear rules on what never goes in, and train the team on how to remove client details first.

Will Claude replace professional judgement?

No. Claude drafts and researches; your professionals review, decide and sign off.

Related services

Other industries

From AI curious to AI capable

Find out what AI can do for your business.

Start with an audit. You will know exactly where AI fits, what to do first and what it should give back. Your report looks something like this.

Book an AI audit director@hizmedia.com