Advisory firms live on knowledge, trust and the time of their experts. AI can take over routine and strengthen quality, provided confidentiality, professional secrecy and liability are built in from the start.
We focus on time per mandate, lead time for closings and tax returns, research time, error rate and the capacity of your experts.
Capturing receipts, reviewing documents, summarising research, preparing drafts: much of it can be accelerated with AI. What matters is that judgement and responsibility stay with your experts.
Each opportunity is paired with the KPIs that show whether the AI work paid off.
| Area | AI opportunity | Value metric |
|---|---|---|
| Accounting and closing | Receipt capture, booking suggestions, plausibility checks, closing preparation | Time per mandate, error rate, closing lead time |
| Tax | Tax return preparation, document review, research on practice and case law | Return lead time, queries, research time |
| Legal | Contract analysis, clause comparison, drafting, file summaries | Review time per document, capacity, draft quality |
| Client communication | Correspondence drafts, summaries, client FAQ | Response time, client satisfaction, effort per request |
| Knowledge management | Internal knowledge assistant on approved sources, templates, practice notes | Search time, reuse, onboarding time |
| Firm management | Time recording, utilisation, proposal preparation | Billability, utilisation, proposal lead time |
Our approach follows our methodology: each level builds on the previous one and is a separate decision, taken on the basis of what we have measured. For most firms it starts with level 1, a secure foundation for the AI use that is often already happening.
For law, fiduciary, asset management and advisory firms: can you defend today's use of AI, where is time lost, and what would pay off? The result appears right away, with a personal start plan by email if you wish.
A firm-owned workspace, contracts, a written rule and your way of working, set up in six weeks.
ValueUncontrolled use becomes a practice you can defend.
Level 1 in detail ↓Processing in Europe, retention you set, a complete record per matter, your templates and deadline calculation.
ValueThe remaining compliance gaps close, and matter work gets measurably faster.
Incoming mail matched to the right matter and summarised, deadlines and tasks proposed, replies drafted. You approve everything.
ValueThe inbox stops setting your agenda, and nothing quietly slips.
Your standard processes written down once as approved playbooks, with calculations and approval points built in.
ValueRoutine matters take a fraction of the time, and fixed fees become viable.
Standardised services offered online, with your review at the end.
ValueRevenue that is no longer bound to the hours you personally work.
The approach is the same for everyone. What differs are the professional rules, the typical tasks and the services that become possible later.
Many law and fiduciary firms already use AI, mostly through personal subscriptions. That is understandable, but hard to defend once a client, an insurer or a supervisor asks. Level 1 closes this gap, without changing how you work day to day.
Your part: One 90-minute session on your recurring tasks, and three decisions.
Your part: Around three hours to review and sign off.
Your part: Two short training sessions, then ordinary use.
Whether processing outside Switzerland is acceptable for now, or whether level 2 is needed first.
Which staff use the environment, and how far their access into your files reaches.
Whether specific clients, matters or types of work are excluded from AI use entirely.
What we deliberately do not do: No new filing system · No reorganisation of your folders · No new software to learn · No change to your existing IT and licences
A short 15-minute call. If the approach fits, we agree a 90-minute session to establish what your recurring tasks cost today and to define the set-up. Everything after that is decided on what we measure.
With size, the questions change: several units, an IT department of their own, a portfolio of initiatives rather than a single foundation. Then the approach follows our playbook "Growth through AI" and Polaris: a shared view in management and board, goals and a 90-day plan, then pilots and scaling.
For LHH, the career and transition advisory of the Adecco Group, an AI product for people in career transition was built together with Microsoft. It helps them discover suitable new roles, assess their skills and take the next step with confidence. The path led from a clearly defined problem through a proof of concept on Azure OpenAI to the market launch in the US.
Adam D. Wisniewski supported the project as strategic advisor, from concept through architecture to presenting and promoting the result. It was presented in January 2024 together with the Adecco Group and Microsoft at the "Innovation & AI" event in Zurich, which he organised.
AI works best where it strengthens personal advice rather than replacing it. Especially in difficult situations, feeling well looked after is what counts.
See the Team BriefingSee the path for professional servicesAll projects
The fastest route to a confidentiality problem. Clear rules, suitable environments and training come before broad use.
AI drafts are drafts. Without defined review steps and ownership, liability risk rises instead of efficiency.
Every team tests something different and nobody measures impact. A shared focus on two or three workflows achieves more.
Fiduciaries, tax experts and lawyers know the exceptions where routine ends. We involve them from the start and design workflows in which AI prepares and people decide.
Our Zurich approach is rooted in Swiss pragmatism: clear decision points, measurable KPI impact, awareness of data sovereignty and governance under FADP and GDPR from day one. We do not measure your readiness; we show which AI work is worth doing.
Five steps from where you stand to proven impact, with the guides, articles and use cases that fit your industry.
AI in day-to-day fiduciary work: making accounting, closing, tax and client communication more efficient.
Read the summary →
How advisory firms use AI without compromising confidentiality and quality: use cases, risks and governance.
Read the summary →
AI Guide for LeadersRead the summary →For law, fiduciary and asset management firms: once the secure foundation is in place, Polaris helps you decide which use cases and new services are worth it for your firm, and prepare the pilots.
Polaris is our digital AI adoption companion for executive teams. AI prepares and reviews every task, your team decides, and our partners join where strategic clarity matters most.
The methodology behind PolarisGrowth through AIRead the key points →Yes, under the right conditions: suitable environments with data residency and contracts that respect professional secrecy and the FADP, clear internal rules and trained staff. We help define these guardrails.
With recurring, well-defined tasks such as receipt capture, plausibility checks or correspondence drafts. The benefit is quickly measurable there.
No. AI prepares, your experts review and decide. The gain is more time for advice and less routine.
Around eight hours over six weeks: a 90-minute session at the start, about three hours to review and sign off the compliance file, and two short training sessions. We do the rest.
Transparency is advisable and, depending on professional rules, required. We prepare an information sheet and an engagement clause, with a path for clients who decline AI support.
Whether you start with the secure foundation, a conversation or directly with Polaris, the first step is a conversation that takes your firm, your professional rules and your clients seriously.
