Client document intake
Classify incoming documents, identify missing items, and draft follow-up messages for human review.
For professional services firms
Private AI workflows for professional services firms that can’t risk client data.
Firmdesk helps firms in the Annapolis–DC–Baltimore corridor reduce repetitive back-office work with private, human-reviewed AI workflows.
Built for firms handling client financial, payroll, tax, and HR data.
The problem
Your team wants AI speed. Your clients expect confidentiality.
Most firms are stuck between ignoring AI and letting staff experiment with public tools before there are clear data rules, review steps, or approved workflows.
Firmdesk gives you a safer third path: narrow, private, human-reviewed AI workflows built around your real back-office work.
Launch offer
Start with one workflow. Prove value. Keep humans in control.
Our first engagement is a focused 90-day pilot designed to reduce one repetitive back-office bottleneck without turning AI loose on sensitive client work.
90-Day Private AI Workflow Pilot
Discuss a pilot
$2,500/month for 3 months
Includes workflow selection, SOP capture, data handling rules, AI workflow design, human review checkpoints, check-ins, and success metrics.
Good first pilots
Practical workflows every firm recognizes.
Internal SOP assistant
Give staff a private assistant over approved procedures, checklists, and templates.
Month-end coordination
Summarize close status, blockers, next actions, and ownership across clients.
Payroll cycle tracking
Track approvals, missing inputs, recurring exceptions, and routine reminders.
Client email drafting
Draft routine client responses without sending anything until your team approves.
Owner dashboard
Give partners a weekly brief on bottlenecks, open items, staff load, and risk areas.
Trust model
AI should assist the firm, not replace professional judgment.
Firmdesk is built around human-reviewed workflows, practical boundaries, and data minimization.
- AI drafts; humans approve.
- No final accounting, tax, payroll, legal, or compliance judgment by AI.
- No unsupervised sensitive client communication.
- Data minimization by default.
- Client-approved systems and workflows only.
- Clear review and escalation steps.
Best fit
Built first for local and regional firms with recurring client work.
Firmdesk is a strong fit for 5–75 person professional services firms with sensitive documents, staff capacity pressure, and interest in AI with privacy controls.
Want to test one safe AI workflow?
Book a 20-minute pilot discovery call. We’ll identify whether there is one workflow worth piloting for 90 days.
Book pilot discoveryFirmdesk insights
AI in compliant industries: practical guidance for firms that cannot risk uncontrolled client data.
Research-backed articles on AI operating models, GLBA/Safeguards Rule concepts, IRS taxpayer-data discipline, audit logs, shadow AI, and workflow design.
Compliance strategy
AI in compliant industries
Why the operating model matters more than the model for sensitive-data firms.
Financial data
GLBA and AI workflow design
A practical checklist for workflows that may touch customer financial information.
Auditability
What to log in a human-reviewed AI workflow
Inputs, outputs, approvals, exceptions, and workflow changes worth tracking.
Pilot discovery
Tell us where back-office work is slowing your firm down.
Use the form to request a 20-minute pilot discovery call. Firmdesk will review your note and respond from hello@firmdeskhq.com.
- Best for professional services firms.
- No sensitive client data is needed in this form.
- We’ll focus on one practical, human-reviewed workflow.