Accountancy and legal practices
Capable, not just aware. With the governance to show for it.
Claude Readiness: in fourteen days, one fee earner finishes one piece of real client work with Claude, to a standard you would put your name to. The Intelligence Platform keeps the practice current every week after that.
For regional accountancy firms and law firms, from a sole practitioner to a multi-office group. The regulated professions have the same two questions everywhere: which work is it safe to put through Claude, and who in the firm can actually do it well. Every organisation from the sole trader to the global firm buys the same thing at the same price.
The gap, in the profession's own words
ICAEW's research of May 2026 puts AI in the technology strategy of 86 per cent of mid-tier firms, with only moderate use to date. Strategy is not capability, and a report nobody opens is not adoption. Our Insights page sets out the measurement gap in full, with every source named.
What you finish in fourteen days
Claude Readiness is a six-lesson track worked through on your own matters and engagements, not on exercises. It ends with something built and a credential graded on our servers, with a public verification page. Governance is part of it: the track builds a usage policy on your real workflows, so what your people are doing with Claude is something you can show a regulator, an insurer or a client. The same subscription carries the other three tracks for when the practice wants to go further: Setup and Onboarding, Cowork, and Agentic Engineering for anyone technical in the firm.
One scenario from the Scenario Lab
The Platform holds a professional-services pack of tested scenarios, each a step-by-step test you run on your own files. This is the one practices usually run first, because it uses nothing but work the firm has already done.
Precedent mining: the firm's past work made searchable
The problem. The firm has solved most problems before, but past deliverables live in folders nobody searches, and teams reinvent work that exists.
The outcome you test for. An indexed precedent bank: past deliverables summarised, tagged by problem and sector, queryable in plain English before any new engagement starts.
- Pick one practice area's deliverables folder, sanitised of anything client-confidential beyond internal use.
- Ask Claude Cowork to sweep it: a three-line summary per document, the problem solved, sector, approach and reusable assets.
- Spot-check ten summaries against the source documents for accuracy.
- Test retrieval with five real questions a team might ask, and score the answers.
- Set the maintenance rule: every completed engagement adds its summary on closure.
The scenario measures retrieval success and the hours one found precedent saved. It does not promise a number, and neither do we.
What you get every week
- The brief. Five items on what Anthropic shipped and what each one means for a practice, in under 250 words.
- The releases, translated. Every model, feature, data-handling and price change, with the service line it affects.
- Security and compliance frameworks. What to tell the board, the regulator and the client, kept current as the vendor's terms move.
We do not need access to client, matter or ledger data, and nothing installs inside your practice systems. The Platform is ours and your people log into it.
What does it cost?
Prices exclude VAT. Want it run for the partnership? Facilitated Readiness is a separate engagement from £2,500: [email protected].
Start free
Fourteen days, full access, no card. Create your login and you are in.
Start freeNo sales sequence. Questions to [email protected].