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Addwill

A 105-person firm with its own AI system

An AI policy, a platform built from the ground up and nine specialised assistants, validated by the leads of each department.

  • AI-Adoption
  • Professional services
  • Leadership and teams

105 people at the firm

  • 105people at the firm
  • 9specialised assistants
  • 5areas: tax, legal, employment, accounting and BPO

Starting point

Addwill, a professional services firm with more than a hundred people across tax, legal, employment, accounting and BPO, wanted to adopt AI safely and turn it into an advantage: for the cost of serving each client to fall as it grows.

What we did

We assessed processes and risks and drafted their AI policy. Then we built their AI platform from the ground up and, with the leads of each department, created nine assistants specialised in their operations. And we connected them to their accounting and management systems.

The change

Before and now.

Before

  • Each professional used AI their own way, or not at all
  • Doubts about the confidentiality of client data
  • Lots of repetitive work on year-end closes, tax notices and payroll

Now

  • A clear AI policy for the whole firm
  • Assistants that know how each department works
  • Connected to their accounting and management systems

Step by step.

  1. Method

    Assessment and policy

    Processes, risks and uses

    We analyse each department and draft its policy: what can be done, with which data and with what review.

  2. System

    AI platform

    Built from the ground up

    We set up the firm's workspace, its permissions and its shared knowledge.

  3. AI

    Assistants by department

    Tax, employment, accounting

    We build assistants for the year-end close, tax authority notices, payroll, proposals and more.

  4. System

    Connectors

    Accounting and management

    We connect the assistants to the systems where client data lives.

  5. Person

    Leads

    Validate each assistant

    Each assistant is validated by whoever knows that work best before it reaches the team.

And up and running.

People
105
Areas
5
Assistants
9
  • Year-end closeCalculates and reviews the taxTax
  • Tax noticesReads the notice and prepares the replyTax
  • Payroll variablesFills in the month's templateEmployment
  • Service proposalsDraft in the firm's styleSales
  • Regulatory updatesBulletin by subjectAll
Simulation with fictitious data from the real system.

Result

A framework for responsible use, assistants validated by the people who do the work and a firm that is starting to operate as a platform.

For the team

Each department has an assistant that speaks its language, reviewed by its own lead.

Connected with

  • AI policy
  • Accounting
  • Management
  • Specialised assistants

  • +60

    professionals trained in AI

    Boehringer Ingelheim

    AI-Adoption

    More than 60 professionals using AI in their daily work

    An adoption plan and four training programmes that took AI from initial interest to daily use, always within the company's own tools.

  • 9

    executive committee directors, one by one

    Frit Ravich

    AI-Adoption

    Nine directors, three sessions, seventy use cases

    AI adoption started at the top: the executive committee learned with its own documents and now drives its AI Office.

  • 59

    use cases identified in the assessment

    Delicat Aliment

    AI-Adoption

    59 use cases and a team that brings its real work to every session

    From assessment to practice: an adoption plan, training and office hours at their offices, with business data one question away.

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