Most independent professional services firms run their back office one of three ways: hire it in, outsource it, or have senior people do it themselves. All three are expensive, slow, or both. We're the fourth option: a managed service delivered by our team, using AI-assisted workflows to run compliance, legal and client operations, with managed IT and marketing as additional capabilities. Lower cost and faster turnaround than traditional outsourcing, so your senior team can focus on higher-value work.

Compliance, legal and client operations at the core. IT and marketing as you need them. One operating partner.

Core functions

KYC/AML Compliance — client onboarding, sanctions & PEP screening, ongoing monitoring. Audit-ready files in hours, not weeks.
Legal Operations — document drafting, e-bundling, court filings, form preparation. Days of administrative work, delivered in hours.
Client Operations — requesting materials, document collection, follow-ups, file management, intake admin. The chase work that drains your paralegals' day.

Additional capabilities

Managed IT — compliance, security monitoring, website build & hosting. Enterprise-grade infrastructure, without the in-house IT team.
Marketing Operations — website content, SEO, lead qualification. A full-stack marketing function, without the headcount.

These are the functions live today. We're actively adding more. If your firm has recurring work that drains senior time, we can deliver it.

How it works: you define the outcome, we build the system. The AI complexity is ours. The output is yours.

Cyber Essentials certified · UK-hosted · GDPR-compliant · Human oversight.


COSX

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COSX

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