Find the recurring work worth improving
Proposal preparation, engagement reporting, invoice follow-up and searching past work can consume time around client delivery. Each is a different task with different inputs and risks. A first implementation should choose one, name the person who owns it and define the output they need.
A proposal may depend on approved service descriptions and reusable examples. An engagement report needs current milestones, decisions and open issues. Knowledge retrieval needs a reliable set of documents and clear permission to access them. Before adding AI, check whether better document organisation or an existing practice-management feature would solve the problem.
Find firm knowledge with references
Omni can draft an answer from selected firm documents and point to the passages it used. A reviewer must check that each document is current, relevant to this matter and permitted for this use. A similar-looking precedent may have different terms.
For example, a question about an earlier engagement might return its stated scope, recorded decisions and unresolved items. The output should separate those records from any interpretation and show when there is insufficient information. It should not present an old client's advice as a current professional conclusion.
- Confirm which document version is authoritative.
- Keep client and matter access boundaries in retrieval and the review interface.
- Leave out records the task does not need.
- Test questions with no supported answer as well as straightforward lookups.
Four tasks to consider
| Task | Inputs to assess | Output for review |
|---|---|---|
| Proposal preparation | Prospect brief, approved service information and reusable past work. | A draft scope with open questions and supporting references. |
| Engagement update | Milestones, delivery records and current decisions. | A status report that distinguishes completed and outstanding work. |
| Invoice follow-up | Current ledger status and authorised correspondence. | A reminder draft for the finance or relationship owner. |
| Account review | Recorded commitments, service issues and upcoming review dates. | An evidence summary and proposed questions for the relationship partner. |
These are separate ideas, not a package that starts all at once. Choose the first task based on the records available, who can check the result and whether improving it would help. See sales, finance and client services for examples.
Client confidentiality
Confidentiality requirements shape the design before documents are connected. Agree permitted sources, client separation, reviewer roles, model providers, storage and retention. Consider copies in search indexes and logs as well as the original files. A private application server alone does not establish where all data processing takes place.
If client work must stay in a particular location or cannot be handled by a provider, tell us at the start. We will check whether the proposed setup can meet that requirement. Until this is settled, use an example with sensitive details removed.
Data and approvals lists the questions to settle. The provider checklist helps your firm ask for proof of what the proposed setup can actually do.
How the engagement runs
Start with a recent task and someone who knows what a good result looks like. We identify the right documents, agree how to check the answer and test a small version. Include old precedents, missing documents, conflicting versions and a request from someone without access.
Measure time spent preparing and checking the work separately, along with corrections and open questions. Qualified staff still make professional judgments. Saving time on a first test does not prove that advice is accurate or that your firm can reduce its review.
Questions managing partners ask
Can Omni produce professional advice?
The scope described here is preparation and internal support. The firm remains responsible for qualified judgment, applicable obligations and approval of material used with clients.
What if important context exists only in conversations?
Omni cannot use information it has not received. The reviewer should add what is missing and decide what can be kept for future work.
Can this run inside our own environment?
We assess the full requirement, including models, retrieval, logging and support. The supported design must be confirmed before restricted records are used.
Who reviews outputs?
The firm names reviewers by task and client. Sending, publishing or updating another system is included only where the authority and controls are explicitly agreed and tested.
Talk through your taskTell us which preparation task takes time and what confidentiality requirements apply.