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IT, data and AI for professional services

Managed IT, Business Intelligence and AI automation for professional services firms

Your people sell their time. We give it back to them.

Sharktech helps Australian law, accounting, engineering, architecture, consulting and advisory firms turn non-billable hours back into billable ones. We connect your practice, finance and CRM systems into Business Intelligence, deploy AI agents inside your own Microsoft 365, and protect client confidentiality with cybersecurity and managed IT from a local team.

Book a discovery call See starter projects

30 minutes with our local team. A written, costed plan before you commit.

Australian AI tech lab Liverpool NSW and South Yarra VIC Privacy by design Essential Eight assessments
The short answer

How can professional services firms win back billable time with AI and automation?

Liverpool, NSW South Yarra, VIC

Professional services firms win back billable time by automating intake, timesheet reminders, status updates and first drafts, and by seeing utilisation and realisation live instead of at month end. Sharktech builds that automation, deploys secure AI agents that draft for your professionals to approve, and connects your systems into Business Intelligence dashboards.

Live numbers

Utilisation and realisation in Business Intelligence, not at month end.

Agents that draft

Secure AI inside your Microsoft 365, with a person approving.

Client confidentiality

Cybersecurity and managed IT from a local team.

In a professional firm, every hour spent keying intake forms, chasing timesheets, writing status emails or building the month-end pack is an hour no client pays for. Multiply that across a team of twenty and the leak is larger than most partners expect. Clients are also asking harder questions about how their information is protected. Both problems have the same fix: connected systems, sensible automation and security that holds up to scrutiny. Sharktech Global is an Australian AI tech lab, the Sharktech AI Tech Lab, with offices in Liverpool, New South Wales and South Yarra, Victoria. We design, build and run our own AI platforms and support professional services across Liverpool, Parramatta, Campbelltown, Penrith and across Sydney, Melbourne, Brisbane, Newcastle, Wollongong and Geelong.

We supportLiverpoolParramattaCampbelltownPenrithSydneyMelbourneBrisbaneNewcastleWollongongGeelong
Why it matters now

Why is secure automation a priority for professional services?

Non-billable admin, client scrutiny and new compliance duties are all rising for Australian professional firms.

81

Notifiable data breaches were reported by legal, accounting and management services in 2025.

716

Of 1,205 breach notifications in 2025 were caused by malicious or criminal attacks.

1 Jul 2026

AML/CTF obligations extended to lawyers, accountants, conveyancers and real estate professionals providing designated services.

10 Dec 2026

Privacy policies must explain significant automated decisions that use personal information.

Our skills, one team

What can Sharktech deliver for professional services firms?

Five capabilities from one local team. Start with one, and they connect as you grow, because we build software as well as support it.

01

Business Intelligence and data

Where it helps here: utilisation and realisation you only see at month end.

Data and AI → 02

Secure AI agents

Where it helps here: intake, conflict checks and onboarding done by hand.

How agents work →
03

Workflow automation

Where it helps here: timesheets missing when the invoices are due.

04

Cybersecurity

Where it helps here: client confidentiality and payment redirection fraud.

Cybersecurity →
05

Managed IT

Where it helps here: practice, CRM and finance systems that do not talk.

Problem and solution

How does Sharktech reduce administrative burden for professional services?

Real problems. Delivered through Sharktech. Numbers you can check.

The problem

Utilisation and realisation you only see at month end

Partners learn a project ran over budget or a team sat under-utilised weeks after it happened, when the numbers finally come out of the practice system.

Delivered through Sharktech
Business Intelligence and data

We connect your practice management, timesheet, finance and CRM data into Business Intelligence dashboards for utilisation by person, realisation, WIP, project margin and pipeline, refreshed automatically.

What you measure

Utilisation by team, write-offs, month-end pack preparation time

The problem

Timesheets missing when the invoices are due

Unrecorded time is unbilled time, and chasing timesheets every Friday wastes managers' hours as well.

Delivered through Sharktech
Workflow automation

Automated reminders go to the right people at the right time, and draft timesheet entries are prepared from calendar events for staff to confirm, so time is captured while it is fresh.

What you measure

Time recorded on time, unbilled hours recovered

The problem

Intake, conflict checks and onboarding done by hand

New matters and projects start with forms, identity documents, conflict searches and engagement letters passed around by email.

Delivered through Sharktech
Secure AI agents

An intake agent collects client details and documents, runs a first conflict search against your own client list for a partner to review, and drafts the engagement letter from your template for approval.

What you measure

Days from enquiry to engaged client, files complete at opening

The problem

Proposals, reports and letters written from a blank page

Senior people rebuild the same proposal sections, report structures and advice letters again and again.

Delivered through Sharktech
Secure AI agents

Agents deployed inside your Microsoft 365 draft proposals, reports and letters from your templates and past approved work, with a professional reviewing and signing off every document.

What you measure

Hours per proposal, turnaround on client deliverables

The problem

Client confidentiality and payment redirection fraud

Firms hold privileged, commercial and financial information, and criminals impersonate firms to redirect settlement and invoice payments.

Delivered through Sharktech
Cybersecurity

We assess you against the Essential Eight, enforce multi-factor authentication, configure email authentication to stop spoofing, and run phishing simulations for partners and staff.

What you measure

Essential Eight maturity, phishing click rate, spoofing blocked

The problem

Practice, CRM and finance systems that do not talk

Client details are keyed into three systems, and every new starter or departure means accounts created and removed by hand.

Delivered through Sharktech
Integration and managed IT

We connect practice management, CRM and finance systems through APIs, and manage devices, accounts, Microsoft 365 and backups with one Australian help desk.

What you measure

Rekeying removed, time to onboard a new starter

Sharktech product

What is VCPility, and how does it help your firm?

CRM, marketing automation and business growth platform tailored for service-based businesses, so your pipeline, proposals and client follow up live in one place. Sharktech builds, runs and supports it, then connects it to Business Intelligence, AI agents and your wider IT.

Visit VCPility.com.au
VCPility CRM and marketing automation dashboard for service businesses
Firms we work with

Which professional services firms does Sharktech support?

Different practices. The same non-billable problem.

Accountant working with client documents and dual screens

Accounting and finance firms

Document chasing, onboarding and WIP reporting, plus AML/CTF client due diligence records. Delivered through AccrualOS, Business Intelligence and secure AI agents.

See the accounting page →
Engineers reviewing project drawings on a screen

Engineering and architecture practices

Project margin and utilisation dashboards, tender and proposal drafting from past submissions, and secure backup of drawings and project records.

Consultants presenting a pipeline report to a client

Consulting and advisory firms

Pipeline to delivery reporting in Business Intelligence, proposal drafting agents, and client relationship management with VCPility.

Financial adviser meeting a client couple in an office

Financial advice practices

Review meeting preparation, meeting notes and file records drafted for adviser approval, with record keeping built in. Advice stays with your advisers.

Secure AI agents

How do secure AI agents on your network reduce admin in professional services?

The agent does the paperwork. Your people make the decisions.

An AI agent is software that completes a whole administrative job, such as collecting forms, drafting a report or answering an enquiry, rather than just answering a question. Sharktech designs, deploys and runs agents inside your own environment, connected to the systems you already use, with a person approving what matters.

Intake and conflict check agent

Collects client details and runs a first search for partner review.

Proposal drafting agent

Builds first drafts from your templates and past approved work.

Timesheet agent

Sends reminders and prepares draft entries from calendars.

Client update agent

Drafts status updates from project and matter progress.

Book an AI agent pilot

How Sharktech deploys agents securely

  • Deployed inside your environmentAgents run in your Microsoft 365 or cloud tenancy, or on your own network, using Australian data centre regions where the platform offers them.
  • Least-privilege accessEach agent uses a named service account that can only read and write the systems and records its job needs.
  • A person approves the outputAgents draft, check, collate and route. Clinical, care and financial decisions stay with your people.
  • Every action loggedA complete audit trail of what each agent read, drafted and sent, available for review at any time.
  • Your data stays yoursWe configure business AI services so your data is not used to train public models, with data use controls documented.
  • Privacy by designA privacy impact assessment before go-live, and support to explain automated decisions in your privacy policy ahead of the 10 December 2026 Privacy Act requirement.
What is included

What is included for professional services?

Business Intelligence and data

Reports that build themselves

Dashboards connected to your systems, with managed analytics to keep them accurate. Typical measures:

Utilisation by person and teamRealisation and write-offsWIP and lock-upProject and matter marginPipeline to revenue
See Data and AI services →
Managed IT

Systems that stay up

Proactive support from an Australian help desk, Monday to Friday, 9am to 6pm AEST. Wi-Fi, routers and network hardware stay with your network provider, and we coordinate with them for you.

  • Laptops and devices for partners and staff
  • Multi-factor authentication across Microsoft 365 and practice software
  • Onboarding and offboarding for staff and contractors
  • Practice management, CRM and finance software coordination
  • Backups and recovery testing for client files
  • One Australian help desk
Your local team

Why does a local team matter for professional services?

People you can meet. Accountability you can hold.

Client confidentiality deserves a partner who understands Australian obligations and turns up in person. Sharktech is Australian-led and accountable, with offices in Western Sydney and Melbourne.

Talk to the team

+61 468 017 373 sales@sharktech.com.au
Start small

How much does it cost to get started?

Small budget. Real result in weeks. Then grow.

Starter projectWhat you getIndicative price
AI agent pilotOne secure agent on one administrative job, measured against a baseline.From A$5,000
Business Intelligence data audit and first dashboardYour data sources mapped and one live dashboard your team uses.From A$5,000
Workflow automationOne manual process automated end to end, such as reconciliation or intake.From A$3,000
Cybersecurity posture assessmentEssential Eight assessment, written report and prioritised roadmap.From A$5,000
Managed IT pilot monthOne month of managed support so you can judge the service first.From A$2,500 per month

Prices exclude GST, are indicative and are confirmed in writing after a short assessment. Starter projects are scoped to show a measurable result within two to four weeks.

FAQ FAQ

IT, data and AI for professional services: frequently asked questions

What IT and automation do professional services firms need?

Most professional firms need reliable managed IT and cybersecurity, connected practice, CRM and finance systems, live utilisation and WIP reporting, and automation for intake, timesheets and drafting. Sharktech delivers all five, so you deal with one local team instead of several suppliers.

Can AI agents be used safely with confidential client files?

Yes, when they run inside your own Microsoft 365 or cloud environment, can only reach the files their job needs, log every action and have a professional approve the output. We configure business AI services so your data is not used to train public models.

Can Business Intelligence show utilisation and realisation?

Yes, where your practice management and timesheet systems allow exports or integration, we build Business Intelligence dashboards for utilisation by person and team, realisation, write-offs, WIP and project or matter margin.

Do you work with law firms?

Yes, we automate law firm administration such as intake, first-pass conflict searches, drafting for review and AML/CTF record keeping, and we protect firms against payment redirection fraud. Legal advice and final conflict decisions stay with your lawyers.

How much does it cost to start?

Most firms start with a workflow automation project from A$3,000, an AI agent pilot from A$5,000, a Business Intelligence data audit and first dashboard from A$5,000, or a cybersecurity posture assessment from A$5,000. Managed IT starts from A$2,500 per month for a pilot month.

How do we get started?

Book a 30-minute discovery call with our local team. We identify where your firm loses the most non-billable time and give you a written, costed plan before you commit.

Sharktech AI Tech Lab

Why trust an AI tech lab with your professional services systems?

Because we ship our own AI products, not just other people's. The Sharktech AI Tech Lab designs, builds and runs VCPility, AccrualOS, eTakeaway Max and Motivo360, and delivers Flagman AI safety as the exclusive Australian and New Zealand delivery partner for Perleybrook Labs. The same engineers who build those platforms design the dashboards, agents and automation we deploy for you.

Flagman AI safetyExclusive ANZ delivery partner
VCPilityBuilt and run by the Lab
AccrualOSBuilt and run by the Lab
eTakeaway MaxBuilt and run by the Lab
Motivo360Built and run by the Lab
Locations

Where does Sharktech support professional services?

We support professional services firms in every capital city and the regional centres where Australia's advisers, lawyers and engineers work.

Cities and regional centres AU

Sydney NSW Parramatta NSW Chatswood NSW Norwest NSW Newcastle NSW Gosford NSW Canberra ACT Lismore NSW Tamworth NSW Brisbane QLD Melbourne VIC Ballarat VIC Bendigo VIC Horsham VIC Launceston TAS Adelaide SA Perth WA Fremantle WA Darwin NT Hobart TAS Townsville QLD Liverpool NSW Mount Druitt NSW Blacktown NSW Southbank VIC Docklands VIC Moonee Ponds VIC Essendon VIC Brunswick VIC
Also supported
Penrith NSW Cronulla NSW Manly NSW Wollongong NSW Armidale NSW Gold Coast QLD Sunshine Coast QLD Geelong VIC Shepparton VIC Chipping Norton NSW Kingsgrove NSW

Managed IT is delivered remotely with on-site work arranged as needed.

Related industries

Which related industries does Sharktech support?

01

Accounting and finance firms

The detailed page for accounting, bookkeeping, tax and SMSF firms, including AccrualOS, WIP and lock-up dashboards and AML/CTF record keeping.

 02

All industries

Manufacturing, mining, warehousing, aged care, NDIS and professional services.

 P1

AccrualOS

Practice management and automation built only for Australian accounting and bookkeeping firms.

 P2

Flagman.ai

AI workplace safety monitoring and compliance. Real-time alerts, incident tracking, compliance reporting.

Book a discovery call about your professional services admin

Start with the problem costing you most, whether that is utilisation and realisation you only see at month end or something else. You leave with a clear next step, not a sales pitch.

Book a discovery call Call +61 468 017 373

You cannot hire it. You should not have to. We deploy and run the AI and automation systems for you.