AI & automation for Professional Services

Turn documents into data.

Legal, accounting and consulting firms run on documents. We pull the terms, figures and dates out of them so your team checks the data instead of retyping it.

The challenge

What slows professional services teams down

Problem

Document-heavy work

Hours spent reading, comparing and re-typing from documents.

Problem

Chasing clients

Emails back and forth for files, signatures and status updates.

Problem

Double entry

The same data typed into practice, billing and CRM systems.

Example workflow

From uploaded document to usable data

  1. 1

    Document uploaded

    Through the portal, email or a shared drive.

  2. 2

    AI extracts

    Key terms and figures pulled out with confidence scores.

  3. 3

    Expert reviews

    A professional approves or corrects it on one screen.

  4. 4

    Systems updated

    Data synced to practice and billing tools.

Human review stays in the loop for anything that becomes advice to a client.

Professional Services FAQs

Is AI accurate enough for legal or financial documents?

Not on its own, which is why a person signs off. Before you commit, we run it on a batch of your own documents and show you where it was right and wrong.

Where is our data stored?

In your cloud or a region you choose. Models receive only the context they need.

What does a first project with Widle look like?

It starts with a free 30-minute call about the professional services process that costs your team the most. We follow up with a fixed-scope estimate, build in short cycles with a weekly demo, test on your real data and hand it over with documentation.

Find your first three automations in one call.

A free 30-minute audit for professional services teams. You leave with a prioritised list, whether you hire us or not.

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