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Professional Services

AI and Automation for Professional Service Firms

You sell expertise by the hour, then give a chunk of it back to intake, document work and time you never quite captured. We build professional service firms a connected AI system that wins those hours back, on the tools you already use, so your people spend more time on the work clients actually pay for.

The short version

In a nutshell

Montaj builds AI and automation systems for consultancies, law firms and professional service businesses.

  • We connect to the practice-management, document and CRM tools you already run. We don't rip them out.
  • We automate client intake, so a new matter takes minutes of admin, not an afternoon.
  • We speed up document review and drafting, keeping the judgement with your people.
  • We capture time as work happens, so fewer billable hours slip through the cracks.
  • The aim: win back billable hours across the firm, without adding headcount.
The problem

Every firm we meet loses billable time to the same three places

Professional service firms sell expertise by the hour. Most of the ones we sit down with are giving a chunk of it away to admin that never reaches an invoice.

Time that never gets captured

Fee-earners under-record 15 to 25% of billable time, because reconstructing the day after the fact is always optimistic.

Client intake by hand

A single new client can take the best part of an hour of pure admin before any real work starts.

Experts doing non-expert work

More than 60% of the week can go on status emails, reformatting and chasing, none of it needing a qualified person.

We've watched this pattern across the firms we work with, and it's the same shape every time.

What it's costing you

The admin isn't free. It's just billed to the wrong account

UK professionals bill anywhere from £400 to £800 a day, then spend around 40% of the week on admin that never appears on an invoice. That time isn't a soft cost. It's revenue, capacity for another matter, and the higher-value work your people would rather be doing.

The point of automation here isn't to cut people. It's to move those hours off admin and back onto billable work.

How we do it

We map it, we automate it, then we hand it to you to own

We don't start by building. We start by understanding how your firm actually runs, then we build in priority order, then we make it repeatable so it keeps working after we leave.

Map

We audit every workflow across intake, delivery and billing, and build your firm its own AI knowledge base: your processes, your clients, your templates and your standards.

Automate

We score the opportunities by impact and build them one workflow at a time, on top of the tools you already use. Connect, don't migrate: we reach into your systems rather than forcing a rip and replace.

Productise

We turn it into a repeatable system your team keeps and owns, with the documentation to run it without us.

The promise underneath all of it: add AI without adding headcount.

The AI Operating System

One connected system, not a drawer of half-built automations

Most firms that have tried AI end up with point fixes: a prompt here, a plugin there, none of them aware of the others. The value comes from connecting them.

Connects to the tools you already run

Practice managementMatters, clients, time
DocumentsContracts, files, DMS
Inbox & commsClient correspondence
Client recordsIntake and history
Time & billingEntries and invoices

The core

One AI Operating System

Sits on top of the tools you already use and holds everything your firm knows: your processes, your clients, your templates and your history. It acts on it, with access scoped and every action logged.

Time capture

Recorded as work happens.

Document review

Key terms extracted and flagged.

Proposals & reports

Drafted from the brief.

Live matter view

Every matter, deadline, owner.

Not a drawer of half-built automations: one system, aware of every matter, working the expertise you already hold.

Two examples of what that looks like in a firm.

A client intake flow

Collects the details, documents and terms a new matter needs, runs the checks, and sets the client up in your system, so intake takes minutes of admin instead of the best part of an hour.

A time and drafting assistant

Captures billable time from the work as it happens, and drafts proposals, reports and first-pass document reviews from the brief, with your people reviewing before anything goes out.

Who we work with

Built for firms that sell expertise by the hour

This is for you if:

  • You run a consultancy, law firm, agency or another professional service business.
  • You already use practice-management, document or CRM tools and know you're not getting the most from them.
  • Admin and intake eat billable time your fee-earners would rather spend on client work.
  • The partners or directors are still the people everything escalates to.
Case Studies

Listen to our Case Studies

Hear directly from the service firms we've helped cut admin, reclaim billable hours and win more work with AI and automation.

Financial Services

From 5 Leads a Month to 130 in 10 Weeks. With a Pre-Qualified AI Pipeline

I was running about like a headless chicken trying to get introducers to get me clients… My experience beforehand was, don't need paid ads, but my experience now is I'll never go back to not having them.


Checkmate WealthAlex Byrne, Checkmate Wealth
Healthcare

For Firms That Have Brought the Hype Before

I had worked with a string of different experts and was so frustrated… From the first meeting, it felt like we were finally in safe hands.


Omnia Health GroupHatice Mehmet-Quirk, Omnia Health Group
Reviews

What our clients say

Real reviews from the founders and teams we work with.

Google
I cannot recommend this highly enough. The AI training I received was unlike anything else I have come across — it was practical, commercially focused, and immediately applicable to real-world business challenges. Rather than getting lost in theory, every concept was tied directly to tangible outcomes: automating workflows, leveraging AI tools to drive revenue, reducing operational costs, and staying ahead of the competition. The skills I walked away with were not just interesting — they were genuinely marketable. I now have a confident understanding of how to integrate AI into business strategy, use prompt engineering effectively, and identify where AI delivers the highest commercial return. Within weeks of completing the training, I was already applying these skills in my role and seeing measurable results.
BBen Quarrington-Carter
Google
We had the pleasure of working with Kai at Montaj Digital on our digital marketing, and the experience has been exceptional from start to finish. His professionalism stands out immediately - he’s organised, responsive, and clearly takes pride in delivering high-quality work. What truly sets Kai apart, however, is his unrivalled knowledge of AI integration. He has an impressive ability to identify opportunities to automate and streamline processes, helping us significantly speed up workflows while maintaining accuracy and consistency. His solutions weren’t just technically strong - they were practical, tailored to our business, and delivered with remarkable efficiency. If you’re looking for someone who combines technical expertise with commercial awareness and a genuinely proactive approach, I would highly recommend Kai and the team at Montaj Digital. Steven - ASG
SSteven Maxwell
Google
We’ve had a great experience working with Kai at Montaj Digital Ltd. His knowledge and understanding of AI, automation, and modern digital systems is extremely impressive. He doesn’t just talk about AI trends, he truly understands how to apply AI in practical, real-world business operations to improve efficiency, workflows, and customer experience. Kai has been professional, responsive, forward-thinking, and genuinely passionate about technology throughout the process. It’s clear he stays ahead of the curve and invests heavily in understanding emerging AI tools and strategies. If you’re looking for someone who truly understands AI and how to leverage it for business growth, I would highly recommend Kai and the team at Montaj Digital Ltd.
HHayden Horwood
Google
I attended a few of the seminars delivered by Kai and the Montaj Digital team recently and genuinely came away impressed. What stood out wasn’t the hype around AI or just focusing on ‘chat’, but how practical it’s already becoming in everyday working life with automation and agents etc. Seeing how much time can be saved on the repetitive admin, chasing information, notes, calendars and general day-to-day noise definitely got my interest in understanding it properly for myself. Not to replace people or thinking, but to create more time and headspace for the things that actually need attention. For anyone still thinking AI is a distant concept, I’d say we’re already well past that point!
RRussell Fox
Google
Working with Montaj Digital has been a game changer for McQueen Media. Their deep knowledge of AI automations helped us streamline internal workflows and deliver smarter, faster solutions to our clients. From refining lead generation processes to building scalable content workflows, their strategic input has been invaluable. The communication has been clear, the implementation seamless, and the results speak for themselves. More efficiency, more impact, and more time freed up for creative thinking. Highly recommend them to any agency looking to stay ahead with AI-driven systems. — Brad McQueen, McQueen Media
MMcQueen Media
Google
My initial experience with Montaj Digital at their AI workshop was incredibly impressive. Their knowledge and experience were both intriguing and eye-opening, and they have a way of explaining things in such simple, easy-to-understand terms that makes learning feel comfortable and accessible. The team was so welcoming and genuinely passionate about helping people succeed with the right tools, guidance, and support. I left feeling excited to learn more and truly inspired. Very impressed and looking forward to working with them more in the future!
NNatasha Achilleas
Google
As a busy business owner, I’m aware of how pivotal the implementation of AI in our business is. The problem is, my knowledge around AI is limited and I do not have enough time to understand it to implement it efficiently. This is where Kai & Montaj proved their worth and massively helped. They created a plan & structure for us to use AI efficiently which created so many valuable and attainable leads which has seen huge growth within our business over the last 6 months. Thanks Kai & Montaj Digitial!
GGeorge Qc
Google
After meeting with Kai, I have completely changed the way I work! He showed me practical ways to start using AI in my day-to-day business tasks, and the impact was immediate. Before our session, I knew AI was something I should be looking into, but I wasn't sure where to start or how it could actually help me. Kai made everything easy to understand and showed me practical ways to use AI, that I could put into action straight away. THANK YOU!
MMonica
Google
Kai and the Montaj Digital team have been such an asset and amazing team to work with when building our SEO for Hire website. From their expertise, professionalism, speed, quality, and solution-driven outlook, to their wholesome personalities...They've been an all-round pleasure. If anyone is looking to build a professional site, our team fully endorse Montaj Digital. They've been nothing short of amazing!
SShreya Singh
Google
Attending the AI Summit was a genuinely valuable experience. Kaiyan delivered the session with real energy, clarity, and expertise, making complex topics feel accessible and relevant to today’s workforce challenges. The discussions were thought-provoking, forward-looking, and grounded in practical application, with clear takeaways that can be implemented immediately within business and talent environments.
FFran
Google
After dealing with 2/3 marketing agencies, I was in desperate need for a company that actually could improve our online marketing. Kai and the team did that and so much more. They surpassed all expectations. Their level of commitment to our company and professionalism throughout meant so much to me because it has made a huge different to my company.
TToby Bridges
Google
Kai and the team at Montaj Digital were a massive help in getting AI and automation set up at our Design Studio, Blinc. It’s made day-to-day work way smoother and saved us loads of time. Super practical, no jargon, just proper solutions that actually work. Look forward to working with Kai and the team in the future.
MMario Andreas
Google
Kai and the team have been exceptional from day one. Their communication, creativity, and expertise have been invaluable. We are thrilled with our new website! I've already referred several businesses to Kai and the team, and I can't recommend them highly enough!
JJosh Peacock
Google
We used Montaj Digital to develop our website and they have been amazing. Their communication has been outstanding. It was an absolute pleasure to work with Montaj Digital, their knowledge on websites is incredible, highly recommend working with the agency.
TTropi Box
Google
Montaj Digital completely transformed our business with seamless AI integration. Our processes are so much more efficient and automated. They made complex AI applications simple and practical for our team. Highly recommend for any business looking to leverage AI!
SSoraya Easterbrook
Google
Montaj Digital really know their stuff when it comes to AI and lead gen. The team is top quality, sharp and easy to work with, and they helped me put smarter systems in place that genuinely improved the quality and consistency of our leads.
MMike Ioan
Google
I’ve had the pleasure of working with Kai at Montaj Digital, he’s creative, reliable, and a great team player. Always brings smart ideas to the table and follows through with care and precision. Highly recommend working with him!
EEmre Gurler
Google
I highly recommend this Google ads ppc and Meta ads agency that deliver impressive results. A very professional service for any size business that is looking to grow and drive valuable sales online. Thank you so much.
JJames JP
Google
Montaj have been great at setting up our new website, they made the switch over from the old website as smooth as possible! Thanks to Kai and the team
MMax Forrester
Google
Amazing presentations that have given me the insight and now confidence to use AI in my everyday working and personal life. Great work Kai 👏🏼 👍🏼 🤓
CColin Cowan
Google
Excellent week of presentations and discussion. Really helped to frame how helpful AI can be to leverage time and boost productivity.
NNadine Bourne-Harris
Google
Kai and the Montaj Team are real Professionals and their dedication and skill makes working with them great
PPatrick Nolan
Google
best agency i have worked with, been with them for over a year now and it only gets better and better!
JJayemB
Google
Great communication throughout and deliverables. Highly recommend!
KKhaled Shahidullah
Google
Great work at short notice! Thanks
AAaron Georgiou
Check our reviews
What we build

The automations that win back the most billable hours in a firm

Where the time goesWhat we build
Client intakeDetails, documents, checks and engagement terms collected and set up without the manual back-and-forth.
Time captureBillable time recorded as work happens, so fewer hours slip through the cracks.
Document reviewKey clauses extracted, non-standard terms flagged, long documents summarised for a human to check.
Proposals and scopingFirst-draft proposals and scopes generated from the brief and your past work.
Status and reportingMatter status and client reports drafted and sent on schedule.
Chasing and follow-upOutstanding documents, approvals and payments followed up automatically.
Knowledge and precedentsYour templates and precedents captured as a knowledge base the whole firm can query.
FAQ

Questions professional service firms typically ask us

Everything firms ask before they start: data confidentiality, your systems, timelines and cost.

Still have a question?

Contact us! We'll be happy to help.

Book Your Free Audit

Yes. We architect for it from the start, on your own systems, with access scoped and controlled and every action logged. Handling confidential client data properly is part of the build, not an afterthought.

Montaj Digital

See where your firm is losing billable hours

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One primary next step: a free 30-minute audit. No pitch, just where AI would pay off.

Reviewed on
Google
5.0 Rating
Authentic reviews from clients who trust us.

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