Professional Services Automation

CPA & Law Firms
AI Automation

Tailored for Hong Kong professional practices. Delegate repetitive paperwork to AI, so your experts can focus on high-value advisory.

Industry Challenges

We Know Your Pressure Points

Document Overload

Contract reviews, audit working papers, tax returns. Junior staff spend hours on manual data entry and cross-referencing instead of learning.

Client Communication

Endless meetings, emails, and calls. Critical information gets lost in threads. Clients expect instant updates while you are billing by the hour.

Knowledge Silos

Regulations change fast. Expertise is locked in partners' heads. Juniors struggle to find precedents and constant interruptions kill productivity.

Our Solutions

AI Efficiency for Practitioners

Internal Knowledge Base (RAG)

Turn internal policies, past cases, tax codes, and accounting standards into a searchable AI brain. Staff get instant answers with citations.

"How does the new tax rule affect audits?" → AI cites specific clauses.

Meeting Intelligence

Automated transcription for Zoom/Teams/Calls. AI generates structured minutes, action items, and follow-up emails immediately after the call.

  • Automated Minutes
  • Action Item Tracking
  • CRM Integration

Document Extraction

Extract key data from invoices, receipts, bank statements, and contracts. Push structured data directly into Xero/Audit software.

  • High Accuracy OCR
  • Bulk Processing
  • Reduce Data Entry

Client Self-Service

Deploy an AI on your website to answer routine queries (fees, process, document requirements). Clients check status 24/7 without calling you.

  • 24/7 Availability
  • Multilingual Support
  • Human Hand-off

Data Security & Confidentiality

We understand client confidentiality is paramount. Chronicle deploys Private Workspaces where client data is Isolated and NEVER used to train public models. Fully compliant with Hong Kong PDPO. NDAs available.

Modernize Your Practice

Book a consultation to see how AI can increase your billable efficiency without compromising security.

Book Consultation