Infinify / Sectors / Professional services
AI-powered business transformation for professional services firms.
Accounting firms, law firms, consulting firms and agencies sell expertise, yet a lot of time goes to the work around it: onboarding a client, chasing documents, assembling a quote, preparing the bill, looking for an answer in an old file. We identify which of those processes costs your firm the most, implement an automation with a person validating the sensitive steps, then optimize it once it runs. Identify. Implement. Optimize.
Where the hours go
Client intake and onboarding
What it costs you
Every new client brings the same questions, forms and checks, retyped into several tools, and the first impression depends on who happens to be free.
What an automation does
Collects the information and documents through one guided form, fills your tools and drafts the engagement letter from your template. A partner or manager validates before anything is sent.
Chasing and sorting client documents
What it costs you
Someone writes the same reminder again and again, then renames and files whatever arrives, in whatever format it arrives. The file stays incomplete until the last piece shows up.
What an automation does
Sends the reminders, recognizes each incoming document and files it in the right client folder, and lists what is still missing so a person can follow up on the difficult cases.
Quotes and proposals
What it costs you
Each proposal is rebuilt from an older one by hand. That time is not spent on the client, and a slow answer can cost you the engagement.
What an automation does
Drafts the proposal from your templates and past proposals, with the right scope and wording for the request. You review and adjust before it leaves the firm.
Follow-ups and reminders
What it costs you
Unanswered proposals, pending signatures, unpaid invoices and upcoming deadlines rely on someone remembering to act.
What an automation does
Prepares each follow-up at the right moment, in your tone, and sends it once approved or hands it to the person in charge when the case needs a human touch.
Preparing time and billing data
What it costs you
At the end of the month, hours are rebuilt from calendars, emails and notes. Errors creep in, time goes unbilled, and the people who should be working on files do the reconstruction.
What an automation does
Gathers time entries and activity into a draft statement per client and highlights the gaps. A person checks and approves it before anything is invoiced.
Finding answers in internal procedures and past files
What it costs you
Senior people are interrupted to answer questions whose answer already exists somewhere: in a procedure, a previous file, an old email.
What an automation does
An assistant answers from your own procedures and past files, shows the source document, and only draws on what the person asking is allowed to see. A person checks anything that goes to a client.
How we work with a firm
We do not start by building. We start by measuring where the hours go, then we build only what pays for itself. The steps are not mandatory: you can arrive with a need already validated and start at Implementation.
AI Opportunity Scan
1 900 EUR
Two days inside your firm. You leave with the processes worth automating, ranked, costed and quoted, instead of an opinion.
AI Performance Audit
On quote
For a whole team or department: how the work really runs and where the hours go, measured on the real work.
Implementation
4 500 EUR
One eligible process live in 14 days from validated scope, on your accounts, with the code in your repository.
Managed AI
300 EUR per month
Optional, once a process is live: monitoring, incident handling, updates and cost tracking.
Prices exclude VAT and are invoiced from Israel. Processes that touch many systems or carry strict security constraints are scoped and quoted on their own.
See the full offerConfidentiality and professional secrecy
Your clients trust you with confidential files, and in many professions with information covered by professional secrecy. We design around that from the first scoping call. What is eligible is decided with you, based on your own obligations.
Encrypted data
Data is encrypted in transit and at rest.
Inside your infrastructure
When data cannot leave your infrastructure, we deploy inside it.
Human approval
Sensitive steps, such as sending a document or a message to a client, wait for a person to approve them.
You own it
It runs on your accounts, with the code in your repository.
FAQ
Questions firms ask us
Can AI be used on files covered by professional secrecy?
That depends on your obligations and on where the data is allowed to go, so we settle it before building anything. Data is encrypted in transit and at rest, and when it cannot leave your infrastructure we deploy inside it. Sensitive steps wait for a person's approval. We do not give legal or regulatory advice: your own rules decide what is eligible.
Does the automation replace the accountant, the lawyer or the consultant?
No. It prepares, sorts and drafts, and a person decides. Every automation is designed with a human validation on the steps that engage the firm or its client.
Where do we start?
With the process that costs your firm the most time. The AI Opportunity Scan takes 2 days at 1 900 EUR and ends with a ranked, costed plan. A first eligible process then goes live in 14 days from validated scope at 4 500 EUR. The AI Performance Audit is quoted on scope.
Can you work with the tools we already use?
Yes. We plug into what you already run, such as CRMs, WhatsApp, cloud platforms and custom APIs, rather than replacing it.
Fixed-price offer
Not sure where to start?
Three ways in, no open-ended engagement: a fixed-price 2-day Scan that ranks and prices what to automate, a Performance Audit quoted on scope for wider problems, or one eligible process live in 14 days.
AI Opportunity Scan
1 900 EUR3 opportunities prioritized by economic value, feasibility and risk, a firm quote each, one prototype or a straight recommendation.
AI Performance Audit
On quoteA wider diagnosis for a team or department: where the hours go, and a prioritized roadmap.
Implementation
4 500 EUROne eligible process in production in 14 days from validated scope, 30 days of support.