AI and Automation for
UK Advisory and Professional Services Firms
Eliminate the admin burden. Improve client service. Protect your margin.
Eliminate the admin burden. Improve client service. Protect your margin.
Accountants, IFAs, solicitors and business consultants bill by the hour. That means every hour spent on admin work is an hour you cannot bill to a client. Yet most advisory firms are carrying significant "Admin Tax": copying data between systems, reformatting client reports, chasing compliance documentation, sending templated follow-ups, filing notes into case management tools.
These tasks do not feel like high-priority problems because each one individually takes less than ten minutes. Collectively they cost your firm billable time every week, and nobody has put a number on it.
newlens works with UK advisory firms to remove that "Admin Tax" through targeted automation, data quality improvements and AI-assisted workflows that keep your team focused on client-facing work.
Automated collection, chasing and filing of the documents your onboarding and compliance process needs. Case file set-up across your CRM, document management and billing systems. The compliance decision stays with you; the admin around it does not. The set-up work runs in the background while your team focuses on the first conversation.
Automated monthly or quarterly client reports that pull data from your practice management system, apply your firm's formatting and deliver directly to the client portal or email. Follow-up reminders and review scheduling based on client lifecycle stage.
Automated tracking of regulatory deadlines, client filing requirements and internal review cycles. Escalation workflows so nothing falls through the cracks. Year-end reminders, renewal notifications and licence expiry tracking.
Automated classification and routing of incoming client emails. Templated responses for common queries. Follow-up workflows that send the right message at the right stage of the client relationship without manual intervention.
Automated clean-up of duplicate client records, inconsistent naming conventions and missing fields. Cross-platform synchronisation between your CRM, billing system and case management tool. Reporting dashboards that give you real-time visibility into your pipeline, billable utilisation and client retention.
Advisory firms compete on client service and technical expertise, not on admin efficiency. But admin inefficiency erodes your margin, burns out your team and creates client experience gaps that undermine your positioning.
Take a five-person practice where each fee earner loses one billable hour a day to admin. On the same 230-day working year our free calculator uses, that is 1,150 billable hours a year. At a charge-out rate of £150 an hour, and you should replace that with your own, it is £172,500 of billable time. Recovering even half of it is worth more than the cost of finding out. Put your own figures into the "Admin Tax" Calculator and see.
The firms that win over the next few years will be the ones that use automation to protect their margin while their competitors keep copying data between systems.
We do not sell you a platform or lock you into proprietary tools. We build automation on infrastructure you own, using open-source workflow platforms (primarily n8n) that integrate with the systems you already use: Xero, QuickBooks, Clio, Salesforce, HubSpot, SharePoint and UK practice management tools.
Every engagement starts with the Automation Audit: half a day inside your practice, a number on your "Admin Tax" and a ranked plan within five working days, for £650 fixed. Builds are quoted at a fixed price before work starts, from £750, and the Audit fee is credited in full against your first build within 90 days. The service plan keeps everything monitored, maintained and reported on from £99 a month, plus a monthly fee per automation. Larger or multi-site practices take the bespoke route, scoped and quoted in writing.
You own the infrastructure, the accounts and the data throughout. The workflow designs are licensed to you for the life of your subscription, and after twelve months you can buy a perpetual licence and run them yourself.
Three ways to start working with newlens
Take the free AI Readiness Assessment. 5 minutes, executive-level report, no obligation.
Start AssessmentStart by measuring the repetitive work, then receive a ranked plan before any build is quoted.
Explore the AuditTalk to Mat about your firm's specific challenges with admin burden and margin protection.
Get In Touch