Industries
AI systems for professional services.
Firms lose billable time to intake, document handling, and status updates. Websyi automates the admin around client work so the professionals spend their hours on the work itself.
Where the time goes
- Client intake and onboarding that repeats the same questions
- Collecting, sorting, and summarizing documents by hand
- Monthly reminders, reporting, and status updates to clients
Use cases
What AI does for professional services, and why it helps.
- 01
Client intake
A guided intake flow that collects the facts and documents a new matter needs, checks completeness, and creates the client record.
- 02
Document processing
An AI agent that sorts incoming documents, extracts key fields, and produces a first summary for a professional to review.
- 03
Knowledge search
An internal tool that finds precedents, templates, and past advice across your files, with sources shown.
- 04
Reporting and reminders
Deadline reminders, monthly status updates, and standard reports generated and sent on schedule, approved where needed.
What you need
What using AI in professional services requires from you.
None of this needs to be perfect before we start. Discovery is where we collect it together, and anything missing becomes part of the scope.
Your intake questions and the document checklist per service type
Access to the document store and practice tools the firm already uses
Confidentiality rules: what stays internal, what may be summarized, and who approves output
A decision on which messages a person must approve before they reach a customer
One person on your side who can answer questions during the build and own the system after handover
What we build
The services that fit professional services.
Custom AI Agents
Internal or customer-facing agents that research, write, summarize, classify, respond, and trigger workflows.
- Research, write, and summarize
- Classify and respond
- Trigger workflows
- Internal or customer-facing
Custom AI Tools
Lightweight dashboards, document processors, knowledge search tools, and internal business assistants.
- Lightweight dashboards
- Document processors
- Knowledge search tools
- Internal business assistants
Business Automation
Automated workflows for emails, forms, spreadsheets, CRMs, documents, reminders, reporting, and follow-ups.
- Emails, forms, and spreadsheets
- CRM and document workflows
- Reminders and reporting
- Follow-ups
Working system
What day to day looks like once it runs.
- New clients onboarded through one intake flow with documents collected
- Documents sorted and summarized before a person reviews them
- Reminders, reports, and client updates sent from one system
A good first system
Business Automation System
Automated workflows across emails, forms, spreadsheets, CRMs, documents, reminders, and reporting.
Best for: Operations that still run on manual emails, forms, and spreadsheets.
- Workflow mapping
- Emails, forms, spreadsheets, CRMs, and documents connected
- Reminders, reporting, and follow-ups
- Handover documentation
Process
From idea to working system.
Every project starts with a clear business problem, becomes a mapped workflow, and ends as a usable system your team can operate.
Discover
Map the business problem, the current workflow, and what a working result looks like.
Design
Define the system: pages, data, integrations, and where AI is actually useful.
Build
Develop the website, tool, or agent on clean, maintainable foundations.
Automate
Connect forms, email, spreadsheets, CRM, and documents into one flow.
Launch
Test, hand over documentation, and put the system into daily use.
Improve
Review what the team actually uses, then refine and extend the system.
Contact
Ready to build your first AI-powered business system?
Send the project context and Websyi will turn it into a clear scope, timeline, and implementation plan.
- Projects and enquiries
- info@websyi.com