We engineer private document intelligence, automated inbox triage, and financial PDF reconciliation for senior principals across Hampstead, Belsize Park, St John's Wood, and Highgate —without changing how you use Microsoft Outlook or Gmail, and with zero confidential data ever leaving your control.
Human Control Guaranteed: Our systems never send an email to your clients behind your back. They organise the work, extract the figures, and prepare the drafts so you and your staff remain in complete command.
A Hampstead insurance broker, King's Counsel (KC), private surgeon, or property principal often generates £500k–£5m+ annually with just 1 to 10 staff. Over 20–30 years, Microsoft Outlook, scanned PDFs, and fragile Excel sheets became your database, task tracker, and filing cabinet—often held together in the head of one trusted Personal Assistant (PA) or medical secretary.
Nobody in your office has to learn bloated Customer Relationship Management (CRM) platforms like Salesforce or Monday.com. Our system works quietly in the background—reading incoming emails, sorting attachments by client or matter, and presenting one clean daily screen.
Solicitors Regulation Authority (SRA), Bar Standards, and clinical governance rules prohibit uploading confidential files to public tools. We deploy locked-down private search and Optical Character Recognition (OCR) appliances right in your office or a private United Kingdom (UK) vault.
If your practice manager, medical secretary, or senior PA is on holiday, unwell, or retires, your firm never stalls. Institutional memory is extracted out of individual inboxes into a self- documenting system you can review in 10 minutes a day.
Select your practice type below to see how the quiet background engine organises your morning into three clear answers: (1) What needs a reply today, (2) Who hasn't replied to you, and (3) Every reconciled figure or PDF page citation in one click.
Eliminates shared-inbox chaos, missed policy renewals, and manual underwriter chasing while staff continue using Outlook.
Every engagement solves concrete, high-margin administrative bottlenecks where generic off-the-shelf software fails.
We do not operate as a generic remote agency or junior freelancer. Every system is architected personally by a Hampstead-based engineer with 17+ years building mission-critical financial market data infrastructure in the City of London.
Building software from scratch for every firm causes scope creep. We combine an 80% battle-tested core engine with a 20% bespoke layer tailored to your exact templates, insurers, banks, or court bundles.
Non-intrusive connectors for Microsoft 365 (Outlook), Google Workspace, and local PDF folders—zero risk to live email.
Two-Tower retrieval, Low-Rank Adaptation (LoRA) fine-tuned models, and deterministic parsers outputting verified JSON records with exact page citations.
Tracks open matters, statutory compliance horizons, and "Waiting on Third-Party Reply" timers automatically.
High-contrast, large-typography dashboard plus an optional 8:00 AM Automated Daily Digest Email summarising top priorities.
Start with a low-risk, fixed-fee read-only prototype using a sample of your own historical documents before committing to full deployment.
Adjust the sliders below to model the conservative impact of automated document extraction, fee reconciliation, and renewal protection for your practice.
Senior principals rightly ignore cold offshore emails. Based in Hampstead (NW3), I meet clients face-to-face at their chambers, clinic, office, or over coffee on Heath Street, Haverstock Hill, or St John's Wood High Street—carrying a live, sanitised demonstration system on an iPad/laptop that you can inspect in five minutes.
Base: Hampstead Village, London NW3 (On-Site Visits by Appointment)
Email: contactus@heathandcity.com
Telephone: 020 7946 0921
Need immediate help with a frozen Outlook inbox, office Wi-Fi, or hardware fault today? Visit our local technical support desk at itoldyouso.tech .