Services for firms putting AI and automation to work
Five services, each useful on its own. Most firms begin with a readiness assessment or a single workflow, and add the next piece once the first has proved its worth.
AI readiness assessment
For firms that know they should have a view on AI and do not yet have one.
A clear-eyed look at where AI would actually help your firm, and where it would only add risk.
We interview leadership and the people closest to the work, review how documents and data move through the firm, and check what you are already licensed for. Many firms are paying for AI features in Microsoft 365 or Google Workspace they have never turned on, while staff use free tools on personal accounts.
What you receive
- A list of the tasks where AI or automation would save meaningful senior time, and the ones where it would not
- A map of the data each candidate would touch: client files, financial records, personal information
- What you already own across Microsoft 365 Copilot, Gemini in Google Workspace and business plans of ChatGPT or Claude, and what you would need to add
- The risks, stated plainly, including what staff are probably doing today without approval
- A short, prioritized roadmap: three to five steps, in order, with an owner for each
AI use policy and governance
For firms whose staff are already using AI, approved or not.
A policy people can follow without a law degree, and a way to keep it current as the tools change.
An acceptable use policy for AI has to answer practical questions. Can an associate paste a draft agreement into a chatbot? Can the bookkeeper upload a client’s bank statements? Which tools are approved, on which plans, and who decides when a new one appears? We write the answers down for your firm, with your confidentiality obligations and privacy law (BC PIPA and PIPEDA) in mind.
What you receive
- An acceptable AI use policy, written for your staff rather than for your lawyers
- A data classification table: what may go into which tool, and what may never go into any of them
- An approved-tool list, with the plan and settings each one must use
- Client-confidentiality and privacy considerations, including what to tell clients
- One-page staff guidance and a short briefing session
The policy sits alongside the security and acceptable use policies KDTS maintains for its managed clients, so it does not contradict the rest of your rulebook.
Copilot and Gemini rollout
For firms deciding whether to buy Copilot licences, or how to switch on the Gemini they already have.
An AI assistant inside Microsoft 365 or Google Workspace can find anything the person asking is allowed to open. That is the feature, and it is also the risk.
In most firms, years of “share with everyone” links, inherited folder permissions and forgotten Teams sites mean staff can technically open far more than they should. Nobody notices until an assistant summarizes the salary spreadsheet in answer to an innocent question. So the permissions are fixed before the licences are switched on, not after.
Copilot will find the salary spreadsheet. The question is whether it is still shared with the whole firm when it does.
What the rollout covers
- Licensing decisions: who benefits enough to justify a Copilot seat, and who does not. Gemini is included in Google Workspace business plans, so there the decision is which features to turn on, and for whom
- An oversharing review of SharePoint, OneDrive, Teams or Google Drive, and the clean-up that follows
- Sensitivity labels or equivalent controls where your licences include them (in Microsoft 365 that means Business Premium or above)
- A pilot group with defined tasks, so you learn what works before you buy more seats
- Practical training built around your firm’s own documents and workflows
- Usage measurement after launch, so renewals are decided on evidence
Workflow automation
For the admin that eats senior time every week.
The work nobody went to university to do: re-keying, chasing, copying, reconciling.
We automate the repetitive steps around your professional work, not the professional judgment itself. The building blocks are usually tools you already pay for: Power Automate in Microsoft 365, Google Workspace automation, Zapier where it fits, and the connectors for your accounting or practice-management system.
Connectors are where data most often leaves your tenant. A service like Zapier runs outside Microsoft 365 and Google Workspace, mostly in the United States, so we only use one where that is acceptable for the data involved, and the documentation says so.
Typical candidates
- New client intake and onboarding: engagement letters, identity checks, file set-up, welcome emails
- Document assembly from templates and the details you already hold
- Approvals that currently live in someone’s inbox
- Month-end and recurring reports that are rebuilt by hand each time
- Email triage for shared mailboxes: sorting, routing, acknowledging
- Connecting systems that do not talk to each other, so data is entered once
Every automation is built in your accounts, documented, and has an off switch. If it fails, it fails loudly to a named person rather than silently.
Executive reporting
For leaders who want the numbers without asking someone to build them.
One clear view of how the firm is doing, drawn from the systems that already hold the answers.
Billable hours sit in the practice-management system, receivables in the accounting package, pipeline in a spreadsheet, capacity in someone’s head. We connect the sources you have, agree the handful of measures that matter to your leadership team, and produce a dashboard or a scheduled written brief that arrives without anyone having to compile it.
What you receive
- An agreed set of measures, defined so everyone reads them the same way
- Automated data feeds from the systems you already use
- A dashboard, a weekly brief, or both, with access limited to the people who should see it
What every engagement includes
- Work done in your own Microsoft 365 or Google Workspace tenant wherever possible, with every connector and outside service documented, including where it stores and processes data
- Security reviewed by KDTS, a managed security and IT firm, before anything goes live
- Documentation you keep, written so another competent provider could take it over
- Human review wherever an error would reach a client, a regulator or a bank account
- Work governed by the KDTS Master Services Agreement
Tell us where the time goes
Tell us what is taking too much of your senior people’s time, or what your board has started asking about AI. We will reply within two business days and suggest whether a short call is worth it.