Solutions · Professional services

Put AI to work on client matters without breaking client trust.

Law firms, tax advisers, auditors and consultancies hold client data in every prompt. AssurAI lets your people use AI on real work while keeping professional secrecy, ethical walls and the evidence clients now ask for.

What is at stake

The pressure on professional services.

Professional secrecy

Lawyers, tax advisers and auditors are bound by professional secrecy, and engaging IT service providers is regulated for them.

Clients ask how you use AI

Panel reviews, RFPs and engagement letters now include AI clauses and questionnaires.

Ethical walls

A model with access to every matter can leak across matters. Access has to follow the wall.

Use cases

Where AssurAI fits.

Document and contract review

Private models review, compare and summarise documents without leaving your environment.

Knowledge search across matters

Search that respects matter-level permissions and ethical walls, enforced at the gateway.

Client-facing assistants

Assistants that answer clients within defined limits, with every answer logged.

Answering client AI questionnaires

A certificate and evidence pack that answers the AI section of a panel review.

Regulation

The rules that apply.

Dates and scope as of November 2026. This is an overview, not legal advice.

Section 203 StGB
Criminal-law protection of professional secrets for lawyers, tax advisers, auditors and others.
Section 43e BRAO
Rules for lawyers engaging IT service providers, including confidentiality obligations.
GDPR
Lawful basis, data minimisation and processor agreements for every AI service used.
EU AI Act
Transparency obligations for AI that interacts with people or generates content.
Client contracts
AI clauses in engagement letters and panel terms, increasingly with audit rights.
How AssurAI helps

One platform for the whole estate.

Answer the client AI question once.

Start with an inventory of AI use across your practice.

Request a demo