How We Design Safe AI Workflows for Professional Services

Automate the preparation. Keep the professional decision.

The core principle

AI can handle repetitive preparation work — drafting, summarising, formatting — but the professional judgement and sign-off must remain with a qualified person. That boundary is not optional in regulated or client-facing work.

Design principles

• Controlled data intake — only approved, in-scope documents enter the workflow
• Source documents stay in approved environments
• Explicit human approval gates before outputs leave the workflow
• All AI output treated as a first draft, not a finished product
• Audit trails on every step
• Exception handling for edge cases the AI cannot resolve

Getting started

Start with a pilot on a low-risk, well-defined process. Measure error rates and correction time, not just speed. Tell your insurer before deploying AI in client-facing work.