AI for accounting firms, law firms and consultancies in Greece
Review documents faster, draft research and client emails, and record billable time with less effort. Practical AI for professional firms, with confidentiality built in from day one.
Document review · Research drafts · Client emails · Time recording
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Sound familiar?
Professional firms sell expertise but lose hours to admin
Long documents, tight deadlines
Contracts, financial statements and regulations need careful reading, and every client wants an answer this week.
Client emails that never stop
Updates, document requests and the same questions about deadlines fill the inbox and break concentration.
Billable time that goes unrecorded
Time sheets are filled in from memory at the end of the week, so hours go unbilled and reports are guesswork.
Use cases
Where AI helps professional firms first
Practical use cases for accounting firms, law firms and consultancies. Your roadmap is built around your own clients, confidentiality duties and team.
Document review and summaries
First-pass summaries of contracts, statements and long files, with key points flagged for a professional to verify.
Research drafts
Structured first drafts on a question or topic, with sources you check. Never a final opinion without professional review.
Client email drafts
Clear replies and document requests in your firm’s tone, drafted in seconds and approved by the person responsible.
Meeting notes and follow-ups
Summaries of client meetings with actions and deadlines. Record a meeting only with the client’s consent.
Time recording support
Suggested time entries from calendars, emails and documents worked on, which each person reviews before submitting.
Proposals and engagement letters
Faster first drafts of proposals and engagement letters, built from your own templates and past wording.
How we help
From first idea to everyday use in your firm
Step 1
Professional services AI roadmap
A focused workshop to rank the use cases that fit your practice, your confidentiality rules and your budget.
Step 2
Pilot one use case
Start with a 90-day pilot, for example document summaries or client emails, with a clear metric, approved tools and a decision date.
Step 3
Roll out and train
Train partners and staff, write a short AI usage policy, and set clear rules on which client data may go into which tool.
ROI calculator
How much time could AI save your team?
Move the sliders to get a quick, conservative estimate. Then let’s find out where the savings really are in your business.
FAQ
Questions professional firms ask us
Is it safe to put client documents into AI tools?
Only in business-grade tools with clear data terms, and only what is needed. Professional secrecy still applies. Check with your DPO or legal advisor.
Can AI give legal or tax advice to our clients?
No. It drafts and summarizes, and it can be wrong. A qualified professional reviews every output and stays responsible for the advice.
Does the EU AI Act affect our firm?
In part. Since 2 February 2025, firms using AI must take steps so staff have enough AI literacy. Other duties phase in through 2026–2027.
How quickly will we see results?
Simple use cases like document summaries or email drafts often show time savings within a few weeks of a pilot. Measure it before deciding.
Related reading
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How engagements work
Simple steps, no surprises
Step 1
Free intro call
A 30-minute conversation about your goals and challenges, and whether a workshop is the right next step. No cost, no obligation.
Step 2
AI roadmap workshop
A fixed scope and a fixed fee, agreed upfront. Preparation interviews, two days with your team, and your prioritized roadmap within 1–2 weeks.
Step 3
Implementation support
Optional. Advisory or hands-on help with vendor selection, pilots and rollout, scoped to what you actually need.
Before anything starts, you get a clear written proposal with the scope and price. No hidden fees, no surprise “phase 2”.
Contact
Tell us what you’re trying to solve
Share a few details and Othon will get back to you personally with suggested next steps. No obligation, no sales pitch.
From “How to get started” to
“Here’s exactly what we will do.”
Contact us
Phone
+30 698 7518 559
othon.tzobras@gmail.com