Less admin between you and the client work.
Firms repeat the same proposals, briefs and invoice checks. AI agents would draft, find and verify, while your people review.
Professional services
Paperwork that repeats in professional services.
UNCODE, an Adelaide AI consultancy, builds AI agents for professional services firms. An agent drafts proposals and account briefs from past work your firm has approved, finds firm knowledge with the source shown, and checks subcontractor invoices against engagement records. Your people review everything before it reaches a client. UNCODE delivers remotely across Australia and Asia Pacific.
- Proposals rewritten from scratchEach bid starts from an old document, copied across, then reworked to suit the new client.
- Account briefs before meetingsPartners gather background from notes, emails and websites before every client conversation.
- Past work hard to findMethods, templates and precedents sit in folders that only a few people know how to search.
- Subcontractor invoice checkingInvoices from specialists and suppliers are keyed in and matched to engagements by hand.
- Read approved past work and templatesAllowed
- Draft a proposal for reviewLimited
- Send anything to a clientNeeds review
Stays under your control
Boundaries are set before it acts.
We configure guardrails, tool permissions and limits. Sensitive actions pause for review, so a person keeps the last word on proposals, briefs and invoice checks.
Where to start
Which team starts?
- Partners and business developmentBegin with account briefs and first proposal drafts built only from sources your firm has approved.
- Delivery and practice teamsBegin with a searchable view of past work, templates and methods, with each answer showing its source.
- Finance and operationsBegin with subcontractor invoices, checked against engagement records before they reach an approver.
Your knowledge, where it already lives
Answers drawn from approved documents.
We connect the document stores and workspaces your firm already uses, under the access rules already in place.
SharePoint
Microsoft Teams
Win back hours for client work.
Tell us which paperwork repeats most in your firm. We will suggest where an agent could start.