Professional services
Less chasing paperwork. More time for clients.
For administrative practices, consultancies, law firms, advisory firms and real estate agencies. Start with the client work that gets lost between emails, folders and spreadsheets.
Where the work gets stuck
What changes with Alodai
Agree one way to receive a request, assign the next task and review the supporting information. Start with one team and one workflow before changing the whole practice.
Where the work gets stuck
Client requests arrive in different places. Missing documents delay the next step, ownership is unclear and someone has to ask for an update again.
The first pilot
A low-digitalization administrative practice is the proposed starting point for a pilot. It is not a published success story: no customer results or time savings are claimed.
Professional services
A first workflow to explore
Illustrative use cases to scope together, not ready-made integrations or proven customer outcomes.
Administrative and advisory practices
Pilot the journey from a client request to a reviewed document and a follow-up task. Keep tax submissions and specialist accounting in their existing systems.
Consultancies and law firms
Organize contacts, project milestones and internal tasks around an engagement. Professional decisions and final advice stay with the responsible person.
Real estate agencies
Structure enquiries and follow-up tasks around interested clients. Property portals, listings sync and digital signature are not assumed integrations.
What you can start with
Today, with our team
CRM records and project/task modules exist. Document intake is a managed beta for text-layer PDFs, off by default, with human review; it has no OCR and no recorded production run. Validate fit and access before the pilot.
Limits and what comes later
Full accounting, payroll, tax filing, qualified signatures and an autonomous practice are outside the current offer. A reusable SaaS comes later only if pilots validate a repeatable problem.
Relevant foundations
Read capability evidence
See the current status, access and limitations of the product capabilities behind this approach.
Projects, tasks and workforce
Managed by Alodai
Read capability evidence — Projects, tasks and workforce →Document intake
Managed by Alodai
Read capability evidence — Document intake →Recorded run, not a production observation
Solutions
From learning to a useful internal system
A repeatable problem earns a product. A pilot comes first.
Training
Give the team a shared understanding of AI and its limits.
Diagnosis
Map one process, its data, owners and current tools.
Pilot
Test a bounded change with human review and agreed criteria.
Internal system
Extend what works. Consider SaaS only if the problem repeats.
START WITH YOUR TEAM
Which part of your work needs to change?
Describe the process, the tools you use and the point where work gets stuck. We will scope a first conversation.