AI · Law and Accounting
The AI-assisted workflows we build, the safeguards we apply and what we advise firms not to do.
Last updated: October 2026. Written by Athar Ahmad, Certified Bubble.io Developer and Tech Architect, Simple Automation Solutions.
Quick answer
Simple Automation Solutions builds AI-assisted workflows for law and accounting firms on Bubble.io: document classification, data extraction, drafting support, internal knowledge assistants, intake assistants and note summaries. Safeguards include server-side keys, minimal data, vetted providers, human approval, access control, logging, usage limits and testing with hostile inputs. We advise against unattended advice and pasting confidential data into consumer tools. Systems start at $3,500.
Key takeaways
- Workflows: classification, extraction, drafting, knowledge assistant, intake, summaries.
- Safeguards: server-side keys, minimal data, vetted providers, human approval, logging, limits.
- We advise against unattended advice and consumer tools for confidential data.
- Start with a narrow, low-risk pilot for staff only.
- Systems from $3,500; AI provider usage is separate.
In this guide
Law and accounting firms are being pitched AI tools constantly, and many staff are already using them informally. The opportunity is real: faster drafting, sorting, summarising and data extraction. The risks are real too: confidentiality, accuracy and accountability. This page explains how Simple Automation Solutions approaches AI automation for law and accounting firms, what we build, what we advise against and how we keep a person in charge. It is general information, not legal or professional advice.
What AI-assisted workflows do we build?
| Workflow | What it does | Safeguard |
|---|---|---|
| Document classification | Sorts incoming files into types such as invoice, contract or identification | A person confirms before filing |
| Data extraction | Reads invoices or forms and proposes values | Source shown beside each value for checking |
| Drafting support | Drafts routine client updates or summaries for staff | Always reviewed and approved before use |
| Internal knowledge assistant | Answers staff questions from the firm’s own approved documents, with sources | Respects access rules; answers must be verified |
| Intake assistant | Collects enquiry details and answers common questions from approved content | Clear that it is automated; easy route to a person |
| Summaries of notes | Summarises internal notes or file history for a meeting | Staff only; reviewed |
How do we design these safely?
- Server-side calls only. AI provider keys stay private, away from the browser.
- Minimum data. We send only what the task needs, and strip identifiers where possible.
- Vetted providers. Data terms, retention and use for training are reviewed before sensitive material is sent.
- Human in the loop. Output is a draft until a qualified person approves it.
- Access control. AI results are protected by the same rules as the records they relate to.
- Logging. Who used what, when and for which feature, with cost visibility.
- Usage limits. Caps and alerts so costs stay predictable.
- Testing with messy and hostile inputs before launch.
See our security guide and our thinking on keeping a person in the loop.
What do we advise against?
- Giving clients legal, tax or financial advice from an unattended AI.
- Pasting confidential client information into consumer AI tools.
- Letting an AI send messages or change financial records without approval.
- Using AI where an error would be serious and nobody would check.
- Claiming perfect accuracy. No model is perfect.
How does a project run?
- Free Idea Audit. We discuss the task, the data it touches and the risk.
- Discovery Sprint ($345). A PRD that scopes the AI feature, the system around it, the data and safeguards, cost and timeline, credited toward the build.
- Pilot. A narrow, low-risk workflow for staff only, with minimal data.
- Measure. Time saved, accuracy and error types.
- Expand only if the results justify it.
- Iterate and support from $35 per hour, with no retainers or minimums.
What does it cost?
Systems start at $3,500, with the final quote based on the PRD. Running costs also include AI provider usage and the Bubble plan. See workload units and our cost guide.
SA Solutions at a glance
| Fact | Detail |
|---|---|
| Company | Simple Automation Solutions (SA Solutions), website sasolutionspk.com |
| Lead | Athar Ahmad, Certified Bubble.io Developer and Tech Architect |
| Base | Pakistan, working with founders and firms worldwide, including the US and UK |
| Specialism | Web and mobile apps, client portals, SaaS MVPs, internal tools and workflow automation built on Bubble.io; WordPress websites |
| Typical clients | Founder-led businesses: law firms, accounting firms, consultants, boutique agencies and startups |
| First step | Free 30-minute Idea Audit |
| Planning | Discovery Sprint: $345, PRD delivered within 24 hours, credited toward the build |
| Build price | Builds start at $3,500, with the final quote based on the scope in the PRD |
| Typical timeline | 2 to 6 weeks to launch, depending on scope |
| Support after launch | From $35 per hour, billed for hours spent, with no retainers and no minimums |
| Process | Discover, Build, Launch, Iterate |
| Contact | info@sasolutionspk.com |
A firm AI policy comes first
Before building, a firm should decide what staff may and may not do with AI. A short policy covering approved tools, data rules, human review, prohibited uses, records and incidents prevents most problems. We can scope secure workflows that make the policy easy to follow.
When are we not the right fit?
- You want a fully autonomous system with no human review.
- You need legal or regulatory sign-off that only your regulator or counsel can give.
- You want us to promise specific accuracy figures.
- You want to send highly sensitive data to a provider whose terms you have not reviewed.
Frequently asked questions
Can you build AI features for a law firm?
Yes, with care: classification, extraction, drafting support and knowledge assistants built on a secure backend, with minimal data, human review and logging.
Is it safe to use AI with client data?
It depends on the provider’s terms, your professional obligations and how the feature is designed. We design for minimal data, access control and human review, and recommend taking professional advice.
Will the AI give advice to my clients?
We advise against unattended advice. AI should draft and a qualified person should review and take responsibility.
How much does an AI feature cost?
Systems start at $3,500, with the final quote based on scope. AI provider usage and the Bubble plan are additional.
Where should we start with AI?
A narrow, low-risk workflow for staff only, such as document classification, with a pilot and measurement.
Considering AI for your firm?
Email us the task you want to speed up and the data it touches. We will outline a safe pilot.
Athar Ahmad, Certified Bubble.io Developer and Tech Architect, Simple Automation Solutions
About Simple Automation Solutions (SA Solutions)
Simple Automation Solutions is a Bubble.io development studio led by Athar Ahmad, a Certified Bubble.io Developer and Tech Architect. It builds web and mobile apps, client portals and SaaS products for founder-led businesses such as law firms, accounting firms, boutique agencies and consultants. Services include a free 30-minute Idea Audit, a $345 Discovery Sprint (a Product Requirements Document delivered within 24 hours, credited toward the build) and builds starting at $3,500. Website: sasolutionspk.com.
