001_APPLIED AI FOR PROFESSIONAL SERVICES · UK · US

We build the production AI that moves your P&L

Formulaic partners with professional services firms — law firms, accounting practices, and advisory businesses — to deploy AI across growth, operations, and internal workflows. We work with clients across the UK and US. We're operators, not advisors — we ship systems, not decks.

REF 001 · LIVE · 2026
SECTOR legal · accounting · advisory · consulting
METHOD audit → build → embed
TERM weeks, not quarters
FEE fixed · milestone-based
OFFICE London · New York · Singapore · Abu Dhabi
100+
systems in production
1,000×
creative cost reduction
£580k
partner time recovered / yr · per firm
12×
LLM cost compression
// TRUSTED BY
Calder & Reid Whitfield Tax Norton Burr Olympia Advisory Mercer Employment Law Cardew & Halsey Greystone Estates StowFast Northfield Storage Meridian Claims Hydropool UK Calder & Reid Whitfield Tax Norton Burr Olympia Advisory Mercer Employment Law Cardew & Halsey Greystone Estates StowFast Northfield Storage Meridian Claims Hydropool UK
// BUILT WITH
Claude OpenAI Gemini Clio Xero Sage n8n Vercel Supabase Cloudflare Claude OpenAI Gemini Clio Xero Sage n8n Vercel Supabase Cloudflare
002_THE PROBLEM

62% of UK legal professionals use AI.
29% of firms have deployed it

The tools exist. The pilots ran. The business case was approved.

And then nothing happened. The prototype sat in staging. The team went back to doing it manually. The consultancy delivered a deck and moved on.

This is the gap Formulaic fills. We don't advise on AI — we build production systems and embed alongside your team until they're running without us.

The difference between a pilot and a P&L impact is someone who ships.

003_HOW WE WORK

Audit. Build. Embed

01_AI READINESS DIAGNOSTICLIVE
01

AI Readiness Diagnostic.

The starting point. We interview your team, map your workflows, and identify the opportunities worth building.

£3,500 / $4,5002 WEEKS
02_PRODUCTION SPRINTLIVE
02

Production Sprint.

Two weeks. A working prototype on your data. Built by senior engineers, deployed to your stack.

£15,000 / $19,0002 WEEKS
03_SCOPED BUILDLIVE
03

Scoped Build.

A specific system, built and deployed. For firms that know what they want or have completed a diagnostic.

£25k–£150k / $32k–$190k4–10 WEEKS
04_PARTNERSHIPLIVE
04

Partnership.

The core offer. We embed alongside your team as your AI implementation partner — building 3–8 systems per quarter with dedicated support and strategic reviews.

£8,000 / $10,000/month6-MONTH MINIMUM
004_WORK

Systems in production

REF-001·UK·LEGAL

Eliminated 70% of unqualified calls and saved £78k/yr in solicitor time.

An AI-powered intake system for a UK employment law practice. Calculator, lead scoring, AI phone agent, email classification, and automatic lawyer routing — built and deployed in 5 weeks.

10+ EDGE FUNCTIONS3 AI CHANNELS30-MIN CALLS → 0
Read case study →
REF-002·GLOBAL·LOGISTICS

10 production systems across growth, ops, and intelligence.

A global storage marketplace operating across 100+ locations including major US cities (New York, Boston, San Francisco, Los Angeles, Chicago) and UK / European markets needed AI embedded across the entire business. Not one system — ten. All in production. All still running.

10 SYSTEMS100+ LOCATIONS50K DATAPOINTS/MONTH
Read case study →
REF-003·UK·FINANCIAL SERVICES

1,000× cost reduction on ad creatives. 858 compliant images in two weeks.

An AI creative pipeline for a UK financial claims firm. From copy generation to image creation to compliance review — automated, quality-scored, and cheaper by three orders of magnitude.

£0.05/IMAGE vs £50858 IN 2 WEEKS2-STAGE COMPLIANCE
Read case study →
REF-004·UK·ACCOUNTING

£580k/yr in partner time recovered. Tax-season throughput tripled.

A SA100 + CT600 preparation pipeline for a 12-partner UK practice. Client documents land in the inbox; structured returns land in the partner review queue 38 minutes later.

£180K/YR PARTNER TIME850 RETURNS/SEASON99.7% ACCURACY
Read case study →
REF-005·UK·ADVISORY

6-week due diligence in 8 days. 2.5× more deals delivered per year.

A document-to-board-pack pipeline for a UK mid-market M&A advisory. 2,400 documents per deal extracted, scored, and synthesised; analysts spend their time on judgement, not data entry.

6W → 8D DD CYCLE£840K/YR18 DEALS / 14 MONTHS
Read case study →
REF-006·UK · US·CONSULTING

2,400 engagements indexed. Analyst onboarding 8 weeks → 2 weeks. £1.2M/yr in analyst time recovered.

A precedent-library RAG system for a transatlantic strategy consulting firm. Every prior engagement becomes citation-grounded knowledge any analyst can query — institutional memory finally compounds.

2,400 ENGAGEMENTS INDEXED87% CITATION HIT RATE£1.2M/YR
Read case study →
REF-007·GLOBAL·MARKETPLACE OPS

4 MCP servers replaced 6 SaaS seats + an analyst per quarter.

Custom Model Context Protocol servers for Uberall, Google Search Console, GA4, and Serpstat — every ops and marketing team member queries the data in plain English from Claude. No SQL, no per-seat licenses, no waiting on the analyst.

4 MCP SERVERS935 LOCATIONSOAUTH-GATEDCLAUDE.AI CONNECTOR
Read case study →
REF-008·GLOBAL·PRICING INTELLIGENCE

78 cities. 5 competitors. Pricing decisions in minutes, not weeks.

A tiered scraping pipeline + Postgres warehouse + Slack alerts that turn competitor pricing into actionable signal — the ops team sees under-priced inventory the morning it appears, not the quarter after.

78 CITIES5 PROVIDERSTIERED SCRAPINGMCP + SLACK ALERTS
Read case study →
REF-009·UK·ACCOUNTING

12 new regional offices in 18 months. £3.4M attributable revenue. Zero gut-call decisions.

A market-entry scoring engine for a UK chartered accountancy network: SME density, FTSE-250 HQ proximity, professional-services migration signals, and competitor consolidation patterns combined into an algorithmically-ranked regional shortlist. Partners choose from the top of the list.

12 NEW OFFICES£3.4M REVENUE18 MONTHSZERO GUT-CALL DECISIONS
Read case study →
REF-010·UK·PROPERTY · BRAND OPS

220 branches. £150k/yr in SaaS retired. Average rating moved from 3.8 to 4.4.

A self-hosted reputation engine for a UK estate agency network covering 220 branches. Review velocity, brand-mention tracking across PropertyHub / Rightmove forums / Money Saving Expert / Twitter, AI compliance filtering — replacing enterprise reputation platforms at one-tenth the cost.

220 BRANCHES£150K/YR SAVED3.8 → 4.4 AVG RATING
Read case study →
REF-011·UK·LEGAL · LEGAL-TECH

UK employment-law AI stack at 12× lower LLM cost. Corpus + claim helper + lawyer handoff — production in 11 phases.

A legal-tech firm needed three things at once: a corpus of UK employment-tribunal decisions structured for retrieval, an AI claim helper for inbound enquiries that hands off to lawyers when needed, and an LLM cost structure that didn't kill the unit economics. We built all three.

12× LLM COST REDUCTION11 PHASES SHIPPEDCORPUS + AGENT + FUNNEL
Read case study →
005_SECTORS

Professional services firms that want AI in production, not in a deck

LEGAL

Client intake automation. Document drafting and review. Bundle preparation. Compliance checking. Matter management. We build for conveyancing, family, commercial litigation, employment, corporate, and private client practices.

see legal solutions →
ACCOUNTING

Tax return automation. Audit evidence gathering. Client reporting. Bookkeeping reconciliation. Regulatory filing. We build for audit, tax advisory, forensic, and management accounting teams.

see accounting solutions →
ADVISORY

Due diligence automation. Client reporting. Research and analysis. Proposal generation. We build for management consulting, strategy advisory, and risk and compliance practices.

see advisory solutions →
CONSULTING

Engagement scoping. Research and synthesis. Proposal generation. Knowledge base RAG. Deliverable production. We build for strategy firms, specialist consultancies, and management consulting practices.

see consulting solutions →
006_WHO WE ARE

Operators, not advisors

Formulaic is led by Andy Lackie, who has spent 12+ years building growth systems for businesses — not advising on them.

He's shipped 100+ production AI systems across the firm's client portfolio (legal, accounting, advisory, consulting, financial services, property, marketplace operations). Eleven case studies are named below; the rest sit under NDA. Examples: a tax-return pipeline recovering £580k/yr in partner time for a 12-partner UK accountancy. A precedent-library RAG returning £1.2M/yr in analyst time at a transatlantic strategy firm. An ML-scored office-expansion engine that drove £3.4M in attributable first-year revenue for a UK accountancy network. An AI creative pipeline producing compliant ad images at 1,000× lower cost than an agency.

Before Formulaic, he scaled Hydropool UK from £600k to £2.5M as a fractional growth lead and ran growth at a global storage marketplace operating across 100+ locations including major US cities (New York, Boston, San Francisco, Los Angeles, Chicago). Formulaic is what happens when an operator with P&L accountability gets access to production AI tooling.

007_START

Start with a conversation

Book a 30-minute call to talk through where AI could move the needle in your firm. No pitch. No deck. Just a direct conversation about what's worth building.