Agentic workflow · UK · private beta

Stop running your firm
from memory.
Run it through Counsel.

Build the virtual brain that optimises your business.

CounselAgent is a generative AI assistant: a living, searchable brain of everything your firm knows (clients, projects, documents, decisions), with a team of agents that brief you, summarise your documents, draft in your voice and turn meetings into notes. It tracks every action, chases overdue invoices and screens your mail for fraud.

Counsel = the staff the Vault = the brain the inbox = the watch
4specialist agents: Reporting, Triage, Voice, Transcription
1searchable vault: your whole firm in one place
100%of inbound mail fraud-screened before it reaches a person
5sectors tuned out of the box
01 / What it is

One engine. Three simple parts.

CounselAgent uses generative AI to give your business a virtual brain, a living memory of everything you know, that reads, reasons and drafts on your behalf. Every professional service runs on the same three things: what you know, who does the work, and the mail coming in, and we put that brain over all three.

The brain

The Vault

A living knowledge base of your whole firm (clients, projects, documents, decisions), searchable in one place, kept current automatically.

The staff

The Agents

A team of specialists (Reporting, Triage, Voice, Transcription) that read the Vault, reason, and do the work, so nothing falls through the cracks.

The watch

The Inbox

Your comms inbox is the watch. Every message is screened for fraud at the door, then turned into structured, actionable knowledge.

The generative AI does the reading, reasoning and drafting, but the brain is yours. It compounds with every email, document and decision, and it never walks out the door when someone leaves. It always defers to you: it drafts, you approve, nothing goes out on its own.

02 / What it does

A back-office team that never sleeps.

Each agent is built for one job and does it the moment work arrives. They share one brain and hand off cleanly.

Knowledge Vault

Your whole business in one searchable place. Browse it as a list or an interactive graph.

the wedge

Reporting

Watches the outside world for every client and files a sharp morning brief: what broke, what matters.

daily

Triage

Scores every inbound against what's live, recommends a posture, and routes it to the right person.

inbound

House Voice

Drafts replies, letters and statements in your house voice, then leaves a checked draft for a human. Never publishes.

on request

Transcription

Turns calls and meetings into clean, attributed notes: actions, commitments, soundbites and risk flags.

audio in

Tasks & Approvals

Every email, commitment and deadline becomes a routed action on one board. Drafts wait for a human; nothing sends on its own.

one board

Payments

Chases overdue invoices in your house voice, firmer the more overdue, each reminder ready for your approval. Replaces your credit-control tool.

gets you paid

Renewals

Tracks PI insurance, accreditations and contract renewals, and flags each one before it lapses, ranked by how close the date is.

never lapses

Fraud check

Screens every inbound for impersonation and malicious attachments before anything else touches it, then sends an instant alert.

the guard
03 / The thing you can see

Your whole business, in one virtual brain.

It feels five years away, but it's here. CounselAgent integrates with your existing file systems (Windows or Mac), linking your folders and inbox to build a single, searchable, on-brand console of everything: every client, every project, every document, every thread. Browse it, search it, or watch it as a graph.

No spreadsheets to keep. No "where's that file." Just your firm, current, in one place.

counselagent.co.uk

Your firm · Knowledge Vault

Clients & projectslive
Documents indexedsearchable
Inbox & securityscreened
Kept current bythe agents
04 / How you access it

Public page. Private firm. Optional client window.

Three layers, one system. The world sees your pitch; your team works behind a secure login; your clients can get a read-only window into just their slice.

01 · open to all

Public landing

What the world sees: your pitch, your sectors, and the demo request. No data, nothing to protect.

counselagent.co.uk
🔒 02 · gated login

Firm dashboard

Your team signs in to the console: the vault, every agent, all briefs and documents. Locked behind a secure gate.

counselagent.co.uk/app
03 · optional

Client portal

A read-only window for your own clients into just their slice: their brief, their documents. A later upsell.

per-client · coming
05 / Who it's for

One engine. Tuned for your sector.

We're launching with engineering and PR, the two we know best. Finance, law and property run on the same engine and follow close behind. If you have clients or projects, a pile of documents, a comms inbox and a house voice, CounselAgent fits. Click any sector to see the full back office it gets.

Eng Counsel

engineers & architects
+

Summarise ground-investigation reports and specs, site-meeting minutes, RFI triage, a project knowledge base.

★ launching now · fraud check on drawings & CDM packs
The full back office for engineering
  • Project knowledge base:folders, drawings, specs and correspondence, searchable in one place.
  • Document intelligence:summarise GI / geotechnical reports, structural calcs and specs; extract the key numbers.
  • Transcription:site meetings and design reviews → minutes, actions and risk flags.
  • Triage:RFIs, tenders and contractor mail sorted by project and deadline.
  • Voice:RFI responses, letters and report sections in house style.
  • Fraud check:screen drawings, CDM packs and invoices for impersonation and malware.

PR Counsel

agencies & comms teams
+

Morning coverage briefs, press-request triage, statements in the house voice, interview transcripts.

★ launching now · the original install
The full back office for PR
  • Knowledge base:every client's live situation, coverage history, key contacts and house voice, in one place.
  • Reporting:a sharp morning coverage brief per client.
  • Triage:press requests scored against the live crisis and routed to the right person.
  • Voice:statements, op-eds and replies in the spokesperson's voice (a human always approves).
  • Transcription:interviews and press calls → soundbites, commitments and risk flags.
  • Fraud check:every inbound screened for impersonation.

Finance Counsel

IFAs · wealth · accountancy
+

Client knowledge base, document extraction, deadline-aware triage, compliant drafting.

coming next · top phishing-target sector for fraud
The full back office for finance
  • Client knowledge base:records, holdings and suitability in one place.
  • Document intelligence:extract from statements, reports and tax documents.
  • Triage:client queries and deadlines, prioritised.
  • Voice:client comms drafted in a careful, compliant tone.
  • Fraud check:payment and impersonation screening on every inbound.

Law Counsel

solicitors & chambers
+

Matter knowledge base, correspondence triage, document summary, drafting support.

coming next · "Counsel" already carries legal weight
The full back office for law
  • Matter knowledge base:files, correspondence and precedents, searchable.
  • Document intelligence:summarise bundles, contracts and disclosure.
  • Triage:correspondence sorted by matter and deadline.
  • Voice:drafting support in house style.
  • Transcription:client meetings and hearings → attributed notes and actions.
  • Fraud check:client-account and payment screening.

Property Counsel

agents · surveyors · conveyancers
+

Survey & contract knowledge base, client correspondence, completion-payment screening.

coming next · stops conveyancing payment-redirection fraud
The full back office for property
  • Knowledge base:matters, surveys, searches and contracts in one place.
  • Document intelligence:summarise surveys, searches and contracts.
  • Triage:client and chain correspondence, prioritised.
  • Fraud check:completion-payment redirection screening (the fraud that gets firms sued), caught first.

And more

recruitment · insurance · consultancy
+

Any firm that lives in its clients, documents and inbox. Same engine, tuned defaults.

on the roadmap
Same engine, next sectors
  • Recruitment:candidate & client records, inbox-driven triage, outreach drafting.
  • Insurance broking:claims-document extraction, client comms, fraud screening.
  • Consultancy & creative:project knowledge base, decks and reports, house-voice drafting.
06 / Security

A guard on the door of your inbox.

Every inbound message is screened for impersonation, lookalike domains, failed authentication and malicious links, by deterministic rules and an AI verdict, before it ever reaches a person. The kind of plausible-but-bogus mail that gets firms caught is caught first.

Two checks, not one

Deterministic rules catch the technical tells; an AI verdict catches the plausible-sounding ones the rules miss. Both run on every message.

Caught before the click

High-risk mail is held back and never reaches a person. You get an instant alert with the reason and what to do next.

Your data stays yours

The brain is private to your firm and is never used to train anyone else's model. It compounds for you, and only you.

06b / Try it now

Drop your files. See your knowledge graph in seconds.

Pick any folder from your computer. CounselAgent builds a browsable, searchable brain from it, right in your browser. Nothing is uploaded.

📁
Drop a folder here, or click to open the demo
Works with any folder: client files, project docs, contracts, notes.
Private: everything stays on your device.
Try with your own files

Nothing leaves your device. No account needed.

07 / Get on the list

See your whole firm in one place. Book a demo.

In private beta with a small group of UK firms. Drop your work email, we'll send a short demo cut to your inbox and book a call if it fits.

● Thanks, we'll be in touch within 24 hours.