Who we work with/Professional services
Professional services firms
Agents that start on their own when an email arrives, a meeting ends or a report is exported, do the checking, drafting and filing, then stop for one of your team to approve.
FiveForward builds AI agents for smaller and mid-sized UK professional services firms inside the firm's own Microsoft 365, using Copilot Studio and Power Automate. They take the admin between the work and the client off your team, and a person approves anything that matters.
Most firms don't need convincing that AI could take on some of their work. The harder question is which work, and how to hand it over safely. The answer starts with jobs you can name: the inbox someone sorts every morning, the meeting note written up days later, the report assembled the same way every month.
There are two kinds of agent. Agents you talk to help people find and draft things, and Microsoft's own Copilot now does a lot of that out of the box. Agents that run start on their own when something happens, do the checking, drafting and filing, then stop for one of your team to approve. That's what we build.
We started with accountancy, where the same admin comes up in every practice, and the pattern carries across professional services. If you run an accountancy firm, the accountancy page covers six agents built for practices.
Run an accountancy firm? The accountancy page has the detail: six accountancy agents, what starts each one and where your team approves.
The agents
Whatever the sector, the same jobs tend to come up first.
Proof
Case study · Accountancy
Incoming post read, split, matched against more than 1,500 live clients and filed by client code in about two minutes end to end, with people involved only when a letter needs judgement.
Case study · Client acceptance
Engagement documents generated from a form into controlled Word templates, so the partner reviews rather than drafts. The same pattern works for any firm that issues standard letters.
What to watch
Your data and who approves
You decide what each agent may do on its own and where a person has to approve. By default, anything that goes to a client or raises a bill waits for one of your team.
Agents are built in your own Microsoft 365, and your own Azure subscription where a job needs it, not on our servers. We don't host your data.
An agent your team talks to only sees what the person using it can already see.
Agents that run on their own use a dedicated service account. Its access is limited to the mailboxes, folders and systems the job needs, agreed with you in advance.
Every run is logged: what came in, what the agent did and who approved it.
Microsoft's own usage charges, such as Copilot Credits, are billed by Microsoft to your firm, separately from our fees. All prices exclude VAT.
Rather your own team learned to do more of this themselves? Training is hands-on and built around your firm's own processes, from using Copilot in day-to-day work through to building their own agents, with no Discover needed first.
Further reading
Six accountancy agents for practices, from WIP and billing to client onboarding.
The two kinds of agent, where each fits and how to govern them.
The triggers, approvals and filing that let an agent act, not just answer.
Other sectors
Six accountancy agents for the admin every practice shares: WIP and billing, client checks, meeting notes, records chasing, onboarding and VAT review. Each one waits for one of your team to approve.
Agents that start on their own when a new matter opens, a meeting ends or post arrives, do the checking, drafting and filing, then stop for the fee earner to approve. Built in your own Microsoft 365.
Agents that start on their own ahead of a renewal date, when a risk is ready for market or a claim goes quiet, do the preparation and chasing, then stop for the broker to approve. Built in your own Microsoft 365.
Agents that brief the adviser before a review, draft the file note and a first suitability report afterwards and pull provider responses into your schedule, then stop for the adviser to approve. Built in your own Microsoft 365.
Next step
A free 30-minute call with James. No pitch and no obligation.
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