Intake
Client details are re-entered at every handover
Forms, conflict support information, engagement records and CRM updates become separate administrative tasks.
Professional services · Perth and Australia
AI for professional services firms
For law firms, accountants and consultancies turning intake, drafting, knowledge and billing into controlled workflows. We focus on useful administration and internal tools, and confidentiality, professional judgement and review stay with your practitioners.
AI can prepare and organise professional work. Qualified practitioners remain responsible for advice, judgement, verification and client commitments.
- Home base
- PerthcontextOn site discovery and training can be arranged across the metro area.
- Delivery
- Australia-widecontextAdvisory, build and support can be delivered remotely.
- Integration basis
- Existing stackproposedProduct, plan, permission and data fit are verified during scope.
- Professional boundary
- Human sign offproposedAdvice and any output relied on externally stay with qualified staff.
Where time disappears
Fee earners should not be rebuilding the same administrative trail
Client intake, document assembly, knowledge search, time records and reporting often repeat information across systems. We use automation to move approved data between those steps while leaving judgement with the professional.
Documents
First drafts begin from a blank page
Approved templates and matter information exist, but staff still assemble routine correspondence and reports manually.
Knowledge
Precedents and past work are difficult to find
Useful internal material is spread across drives and practice systems without one search experience that respects permissions.
Billing
Time, project and invoice data do not move together
The same work status is reconciled repeatedly before the finance workflow can proceed.
What we build
Internal tools arranged around practitioner review
Most engagements begin with AI consulting or an AI readiness audit to find the workflow worth changing before a tool is selected.
Primary build
Document & workflow automation
- Client intake and onboarding
- Document preparation and review
- Engagement letter workflow
- Compliance report preparation
- Knowledge base search
- Time record integration
Billing
Time tracking & billing
Connect approved timesheet, project and invoice events into one workflow staff can follow and review.
Knowledge
Internal search that respects permissions
Make selected precedents, templates and past work easier to retrieve without flattening the access rules around them.
Onboarding
Client intake & matter setup
Coordinate forms, conflict support steps, engagement records and CRM updates with ownership clear at each stage.
Drafting
Research and first draft support
Prepare material from approved sources and templates for practitioner verification rather than presenting generated text as finished advice.
Enablement
Training for professional teams
Role based guidance for practitioners and administration teams on approved tools, safe information handling and verification.
System fit
Keep the practice systems as the source of truth
The exact connection depends on product, plan, API, permissions and the firm's information controls. Those conditions are verified before delivery is committed.
Legal practice
LEAP or ActionStep
Matter and client events can support selected intake, document and billing workflows where access permits.
Finance
Xero or MYOB
Approved time or project data can move into finance preparation with review points retained.
Documents
Firm document repositories
Search and drafting support respects repository permissions and approved source boundaries.
Client relationship
CRM and intake tools
Forms and status events are connected without creating another competing client record.
Professional context
Confidentiality is an operating requirement, not a footer note
Perth based firms can work with us on site, while policy, discovery, delivery and support remain available across Australia.
Data classification, privilege, confidentiality, access and review are mapped before a model or automation pattern is chosen. We do not recommend placing client information into a tool whose terms or controls are not suitable.
Relevant professional context includes the Tax Practitioners Board, the ATO and REIWA. The applicable obligations and the firm's advisers determine what must be retained, reviewed or excluded for a particular workflow.
Client experience
What clients say about working with us
These comments describe VibeZero's general approach to listening, scoping and delivery; they are not presented as professional services case studies.
VibeZero reviewed BuildScore end to end before our public launch. What impressed us most was the rigour: a clear scope of work up front, tightly controlled access that they wound back the moment the job was done, and a written report so precise that our own independent verification confirmed every finding, line for line. They didn't just point at problems. Every issue came with a practical fix, sequenced so we could ship safely, and they handed over their testing tools so the value outlasted the engagement. Professional, responsive and security-first at every step. We'd recommend Josh and the VibeZero team to any founder who wants confidence in what they're shipping.
Josh and the VibeZero team turned a mess of ideas into a working product faster than I thought possible. They actually listened to what we needed, didn't overcomplicate things, and delivered something our team could use straight away. Genuinely one of the best tech experiences I've had as a business owner.
How we work
A practical engagement for professional services
The workflow changes; professional judgement and regulated decisions stay with authorised people.
Free consultation
A conversation about what you need, with no pitch deck and no commitment, and a straight answer on whether we can help.Scope and proposal
You get a clear proposal with fixed pricing, deliverables and timing, and you know what you are getting before any work starts.Build and deliver
You get regular check ins, no surprises and a finished system that works in production, with delivery timing agreed in the proposal.Support and iterate
We do not disappear after launch, and ongoing support, managed services and the option to keep improving remain available.
Related capabilities
Capabilities chosen for professional services
Selected for client data, professional review and the controls around regulated work.
Practical details
Questions from professional services teams
Practical answers about confidentiality, review, delivery and professional responsibility.
Start with the repeated handover
Ready to see what useful AI looks like in your firm?
Bring the intake, document, knowledge or billing workflow that consumes professional time. We will map the opportunity and the review boundary around it.
Perth based · confidentiality aware · Australia wide