What professional services firms do you work with?

Primarily professional services firms and small-to-medium sized enterprises — including regulated businesses that handle sensitive client data, manage complex workflows, and run on multiple software systems. If that describes your firm, we are likely a good fit.

How do you handle data security and client confidentiality?

This is central to everything we build. We configure AI tools to use firm data only within the scope of the task, do not use client data to train external models, and build governance policies so your team knows exactly what data goes where. We are happy to work within your existing data security framework or help you build one.

Do AI agents work with our existing practice management software?

In most cases, yes. We build API integrations for the main platforms used in UK professional services — including Clio, LEAP, Xero, CCH, Iris, Intelligent Office, Salesforce and others. We assess compatibility at the start of every engagement.

How long does an AI agent project take?

A scoped single-agent project typically runs four to eight weeks from kick-off to handover. API integration projects vary by complexity. We always start with a free discovery conversation to scope the work before committing to a timeline.

Discovery is free. Scoped agent and integration projects are priced on complexity — typically ranging from a few thousand pounds for a focused automation to more for multi-system integrations. We provide a fixed-price proposal after discovery so there are no surprises.

Do we need a technical person in-house to work with you?

No. We work directly with practice managers, partners and fee earners. We design everything to be operated by non-technical staff and leave you with clear documentation and training.

Is the intranet hosted by you or do we manage it ourselves?

We offer both. We can host and manage the intranet on your behalf (fully managed), or deploy it into your own cloud environment if you prefer to retain control. We cover the options and trade-offs in the discovery session.

AI agents & automation · UK professional services

AI built for the way professional services actually works.

Stour Valley AI helps professional services firms and small-to-medium sized enterprises replace slow manual processes with AI agents, connected systems and a workflow intranet — without compromising on compliance or client confidentiality.

Book a discovery call Our services

Three products. One joined-up system.

We don't hand you a chatbot and walk away. We build AI agents, connect your existing systems, and give you a central place to manage it all.

What we do

Three products. One joined-up system.

AI Agents

AI that does the work, not just the drafting.

We build purpose-built AI agents for the specific workflows that consume time in professional services firms: client onboarding, document review, compliance checks, meeting summaries, report generation and client communication. Each agent is scoped to a defined task, tested against your real documents and data, and handed over with documentation your team can operate.

Intranet — Workflow, Reporting & Document Management

A single place for your work, your people and your progress.

We deploy and configure a hosted intranet tailored to professional services operations — with workflow management, document storage, internal reporting dashboards and team collaboration tools. Built on proven platforms and configured to your firm's structure, not a generic template.

API Integrations

Connect the systems you already pay for.

Most professional services firms run on a patchwork of practice management software, CRMs, document vaults, accounting platforms and client portals. We build the API connections that make these talk to each other and to your AI agents — so data flows between systems rather than being manually copied between them.

The founders

Dr Jez Bezant and James Everard bring business judgement and technical depth into the same room.

Dr Jez Bezant

Jez has spent his career in regulated, relationship-led service businesses — including financial services — where operational discipline and client trust are non-negotiable. He understands the pressure that builds inside growing firms and what it takes to introduce change without breaking what already works. He led the design of Stour Valley AI's AI agent suite, drawing directly on his experience of compliance-heavy, relationship-led service environments.

James Everard

James brings deep experience in AI, data engineering, automation and modern IT delivery. He has designed and built data pipelines, automation workflows and AI integrations for organisations ranging from small businesses to enterprise. He designed and built the API integration layer and intranet infrastructure that underpins Stour Valley AI's client deployments.

Specialist experience in regulated financial services and legal environments
Data security and compliance built into every engagement
Practical advice before software spend
Training designed for non-technical teams
Clear governance for safe day-to-day usage

How we work

Small enough to be personal. Structured enough to be useful.

Understand your firm

We map your workflows, systems, data and compliance requirements before recommending anything.

Identify the right agents

We pinpoint the repetitive, structured tasks where an AI agent creates measurable time savings without introducing risk.

Build and test with your people

We build the agent or integration, test it against real work, and keep feedback loops short.

Deploy, document and support

We leave you with a working system, full documentation, and a plan for continuous improvement.

Workflow clarityKnow which processes are worth automating and which should stay human.

Measured gainsTrack time saved, quality improved and adoption across the team.

Confident teamsGive staff the language, habits and boundaries to use AI well.

Client outcomes

What does this actually deliver for a professional services firm?

IFA practice, 6 advisers

The problem: Advisers were spending 45–60 minutes after each client meeting writing up meeting notes, updating the CRM and drafting the follow-up letter — all from memory.
What we did: We built an AI agent that takes the meeting transcript, generates a structured summary, updates the CRM record and drafts the client letter — all reviewed and sent by the adviser in under five minutes.
The outcome: Post-meeting administration reduced from ~50 minutes to under 10 minutes per client meeting.

Illustrative example — representative of typical client outcomes.

Accountancy practice, 12 staff

The problem: The team was manually extracting data from client-supplied documents and re-entering it into their practice management system — a task that consumed several hours each week and introduced frequent errors.
What we did: We built an API integration that reads incoming client documents, extracts the relevant data fields using an AI agent, and writes them directly into the practice management system for staff to review and confirm.
The outcome: Data entry time reduced by approximately 80%; error rate on ingested data dropped to near zero.

Illustrative example — representative of typical client outcomes.

Solicitors' practice, 9 staff

The problem: Fee earners were spending significant time on first-draft contract review — reading documents to flag non-standard clauses, missing dates, and inconsistencies before passing to a senior.
What we did: We built a document review agent that reads a contract, flags non-standard clauses against a configurable checklist, and produces a structured review note for the fee earner to work from.
The outcome: First-pass review time reduced by approximately 65%; junior fee earners reported greater confidence in what to escalate.

Illustrative example — representative of typical client outcomes.

What clients say

Honest feedback from the firms we work with.

“We'd been manually updating three different systems after every client meeting. The agent Stour Valley AI built handles it all — the CRM, the file note, the follow-up letter. I'd estimate it saves each adviser the best part of an hour every day.”

— Practice Manager, IFA firm, East of England (name withheld at client request)

“James built an integration between our practice management software and our document vault that we'd been told wasn't possible. It's been running for four months without a problem. The time saving on onboarding alone has paid for the project several times over.”

— Managing Partner, accountancy practice, Suffolk (name withheld at client request)

Get in touch to discuss what we have helped similar firms achieve.

Common questions

Everything you need to know before getting in touch.

What professional services firms do you work with?: Primarily professional services firms and small-to-medium sized enterprises — including regulated businesses that handle sensitive client data, manage complex workflows, and run on multiple software systems. If that describes your firm, we are likely a good fit.
How do you handle data security and client confidentiality?: This is central to everything we build. We configure AI tools to use firm data only within the scope of the task, do not use client data to train external models, and build governance policies so your team knows exactly what data goes where. We are happy to work within your existing data security framework or help you build one.
Do AI agents work with our existing practice management software?: In most cases, yes. We build API integrations for the main platforms used in UK professional services — including Clio, LEAP, Xero, CCH, Iris, Intelligent Office, Salesforce and others. We assess compatibility at the start of every engagement.
How long does an AI agent project take?: A scoped single-agent project typically runs four to eight weeks from kick-off to handover. API integration projects vary by complexity. We always start with a free discovery conversation to scope the work before committing to a timeline.
What does this cost?: Discovery is free. Scoped agent and integration projects are priced on complexity — typically ranging from a few thousand pounds for a focused automation to more for multi-system integrations. We provide a fixed-price proposal after discovery so there are no surprises.
Do we need a technical person in-house to work with you?: No. We work directly with practice managers, partners and fee earners. We design everything to be operated by non-technical staff and leave you with clear documentation and training.
Is the intranet hosted by you or do we manage it ourselves?: We offer both. We can host and manage the intranet on your behalf (fully managed), or deploy it into your own cloud environment if you prefer to retain control. We cover the options and trade-offs in the discovery session.

Start with a useful conversation

Tell us about the process that's costing your firm the most time.

We will help you work out whether an AI agent, an integration or a workflow system is the right answer — and give you an honest view of what it would take to build. Start with a free 30-minute call.

hello@svai.co.ukBased in East Bergholt, Suffolk — working with professional services firms across the UK

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