Cambridge Agents runs a five-day sprint that automates your firm's repetitive operational work and unifies your knowledge into a single AI-accessible system — built into the tools you already use, owned entirely by you. Delivered against a signed-off scope, or you don't pay.
Professional firms run on client work. The time it takes to evaluate AI tools, configure them properly, integrate them with existing systems and train a team is time senior staff simply don't have.
So adoption stalls. Repetitive admin keeps consuming capacity that should be spent advising clients and closing deals — while the firm's own knowledge sits scattered across inboxes, drives and CRMs where nobody can use it.
A five-day sprint that automates your repetitive operational work and unifies firm knowledge into a single AI-accessible system. Scoped in writing, built inside your existing tools, and handed over completely — credentials, documentation, training.
Onboarding packs, reporting, compliance prep, document handling — the recurring work that eats fee-earning time, rebuilt as automations that run inside the software your team already uses.
Documents, email, CRM and files brought into one AI-accessible knowledge system. Your team asks questions in plain English and gets answers drawn from the firm's own record — with the source attached.
Live training for your team, a written playbook, and full transfer of credentials and documentation. No proprietary platform, no dependency on us, no lock-in.
Lower cost, clearer scope, and a system your team actually owns. We structured the engagement around the failure modes we kept seeing when firms hired AI agencies.
The long-term play: start with a five-day sprint → prove value with live automations → expand into ongoing advisory and new use cases, on your terms.
We work with investment and professional service firms — where operational drag directly reduces margin, and the firm's own knowledge is its edge.
A structured sprint from first call to full handover — transparent, predictable, and built around your team's calendar, not ours.
Your documents and workflows are never used to train models, and never shared across clients.
Security controls built to SOC 2 Type II standards from day one, with audits underway.
SAML SSO, role-based access and full audit logs for every agent action.
On-prem and VPC deployment options for firms with strict data boundaries.
Cambridge Agents was founded by two brothers — an engineer and an operator. The people you meet on the first call are the people who build, deliver and hand over your system.
Technical background: a Cambridge PhD in Engineering and a founded-and-scaled AI software company worth $6m. We've shipped applied-AI systems into production for real users — and we know where they fail and how to engineer around it.
Industry background: capital-raise transactions of $20m+ led across healthcare, dental, blue-collar and real-estate businesses. We've sat inside professional firms, and we know the difference between a clever demo and a system a compliance officer will approve.
Tell us a little about your firm and we'll open a booking page so you can pick a time. The call is 30 minutes, no obligation — bring your messiest workflow and we'll tell you exactly what a sprint would deliver.