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Avtrix Industry

Professional Services

AI and software for New Zealand professional services firms — knowledge bases, document automation, client portals and time & billing, built fixed-price and Privacy Act 2020 compliant.

NZ-BasedLocal Team & Support
Fixed-PriceEvery Project
Privacy Act2020 Compliant
End-to-EndDesign to Deployment
In Short

Avtrix builds AI and software for New Zealand professional services firms — accountants, lawyers, consultants and agencies — automating documents, surfacing knowledge instantly, giving clients self-service portals, and streamlining time and billing. The result is more billable time and a better client experience. Every solution is delivered fixed-price, with your data kept in New Zealand and aligned with the Privacy Act 2020.

What We Build for Professional Services

From day-to-day admin to the systems that run your operation, we automate what slows you down and give you clear visibility. A typical engagement combines the capabilities below, scoped to your workflow before a dollar is committed.

AI Knowledge Base

Instant, accurate answers from your firm’s documents and precedents, so expertise is at everyone’s fingertips.

Document Automation

Generate contracts, reports and standard documents from templates and data in minutes.

Client Portal Development

Secure portals where clients share documents, track progress and communicate.

Time & Billing Automation

Capture time accurately and automate invoicing so nothing slips through.

Proposal & Onboarding Automation

Streamline proposals, engagement letters and client onboarding end-to-end.

Practice Analytics

Dashboards for utilisation, profitability and pipeline across the firm.

Key Benefits

1

More Billable Time

Automating admin and documents frees fee-earners to focus on clients.

2

Faster Turnaround

Documents and proposals go out in minutes, not hours.

3

Capture Every Hour

Accurate time capture and automated billing protect revenue.

4

Better Client Experience

Self-service portals make working with your firm easy.

5

Knowledge at Hand

Your firm’s expertise is instantly searchable.

6

Local & Compliant

Data stays in New Zealand, aligned with the Privacy Act 2020, supported in NZ business hours.

How It Works

A clear, four-step path from first conversation to a live, supported solution — with a fixed price agreed before build begins.

01

Discover

A free discovery call to understand how your business works today.

02

Scope & Fix Price

We design the solution and give you a fixed-price proposal — no hourly rates.

03

Build & Test

We build and test against real cases, with you reviewing throughout.

04

Deploy & Support

We roll it out to your team and provide ongoing NZ-based support.

Services We Use for Professional Services

Your solution is built from the service lines below — explore each for detail:

Frequently Asked Questions

How can AI and software help my professional services firm?
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By automating document production, making your firm’s knowledge instantly searchable, giving clients self-service portals, and streamlining time and billing — so fee-earners spend more time on client work and less on admin.
Is client data kept confidential and secure?
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Yes. We design solutions so your data stays within New Zealand and is handled in line with the Privacy Act 2020, with secure access controls appropriate to confidential client information.
Can it work with our accounting and practice tools?
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Yes. We integrate with the tools you already use so new capabilities fit your workflow rather than replacing your whole system.
How much does it cost?
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Every project is delivered on a fixed price agreed before work begins, scoped in full during a free discovery call — no hourly rates and no scope-creep surprises.
Will the AI answers be accurate?
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Yes, when built correctly. We ground answers in your firm’s own approved documents and add safeguards, so responses are accurate and reliable for professional use.
How long does it take to get value?
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Focused automations such as document generation or a knowledge base are typically live within a few weeks and start saving time immediately.
Ready to Start?

Let's Talk About Your Project

Book a free 30-minute discovery call. Walk away with 3 actionable insights — no commitment, no sales pressure.