AI Health Check
A clear, low-cost starting point.
£149 one-off
- 1-hour call
- Review of how you work
- Written list of 5 quick wins
AI onboarding
AI assistants for your firm, set up safely
We set up ChatGPT, Claude or Microsoft Copilot for your business, build ready-to-use AI assistants around the work you do every day, and train your team to use them safely with client data.
- Set up in days, not months
- Built around client data safety
- Fixed prices from £149
Client emailHi, could you let me know what you still need from me for my tax return, and when the deadline is? I'm away for two weeks from Friday.
Draft replyThanks for getting in touch. To finish your tax return we just need your P60 and a summary of any rental income. The online deadline is 31 January, so there's plenty of time. If you can send the documents before you go away, we'll have a draft ready for you to review when you're back.
Drafted in seconds
Meeting notes…so the office move is pushed to March. Operations to get three removal quotes by Friday. IT to check broadband at the new site. Budget review next Tuesday…
Summary and actionsSummary: the office move is now planned for March.
Actions:
1. Operations — three removal quotes by Friday.
2. IT — confirm broadband at the new site.
3. Finance — budget review on Tuesday.
Drafted in seconds
RequestDraft an engagement letter for a new bookkeeping client: monthly service, starting 1 December, using our standard template.
Letter draftThank you for choosing us to look after your bookkeeping. This letter confirms that our monthly service will begin on 1 December. Each month we will reconcile your accounts and send you a short summary. Our standard terms are enclosed, and we look forward to working with you.
Drafted in seconds
Why AI, why now
Small firms are already starting
AI is moving from experiment to everyday tool. The firms that set it up properly now will spend less time on admin and more time with clients.
28%
of UK businesses with 0 to 9 employees report using at least one AI technology.
26 min
a day saved on average by 20,000+ civil servants using Microsoft 365 Copilot in a UK government trial (self-reported).
Source: Microsoft UK Stories, June 2025
Not knowing where to start
Difficulty identifying where AI could help, cost and a lack of expertise are the most commonly reported barriers to adopting AI.
Benefits
What AI set up properly gives you
Hours back every week
First drafts, summaries and notes in minutes, so routine work stops eating into your week.
Faster client replies
Well-written replies ready to check and send, so clients hear back sooner.
Consistent quality
AI assistants that write in your house style, whoever on the team is using them.
Less admin, more billable work
Time saved on paperwork goes back into advice, clients and growing the firm.
Keep up with competitors
Use the same tools larger firms are adopting, without a big IT project.
Safe with client data
The right plans and settings, plus clear rules on what can and can't go into AI.
Is this for you?
If any of these sound familiar, we can help
You don't need to be technical. We start with the work that takes up your time, then show you where AI genuinely helps — and where it shouldn't be used.
An AI Health Check is a low-cost way to find out what would make the biggest difference for your firm.
- You spend hours on emails, letters or reports
- Your team tried ChatGPT, but no one uses it properly
- You're worried about staff putting client data into AI
- You know AI could help, but don't know where to start
Who it's for
Built for small professional firms
Accountants and bookkeepers
Client emails, deadline reminders in plain English, and summaries of long guidance documents.
Solicitors and legal teams
First drafts of letters, summaries of lengthy documents and meeting notes — with clear rules on confidentiality and every output checked by a qualified person.
Letting and estate agents
Replies to tenant and landlord enquiries, property descriptions, and summaries of tenancy paperwork.
Trades and shops
Quotes and follow-up messages, product and job descriptions, and polite replies to reviews.
Offices and small teams
Meeting notes, document summaries, first drafts of policies and procedures, and tidying up rough notes.
Not sure if it's for you?
Book a free 20-minute call. We'll tell you honestly whether AI would help your business right now.
What we set up for you
Ready-to-use AI assistants
Each AI assistant is set up with your firm's details, tone and examples, so your team can use it from day one.
Client email replies
Drafts in your tone of voice for enquiries, updates and tricky replies — always checked before sending.
Document and contract summaries
Long documents turned into key points, dates and questions to raise.
Meeting notes and action points
Clear notes, decisions and who's doing what, straight after the meeting.
Letter and report templates
Engagement letters, client reports and standard letters drafted from your own templates.
A "company brain"
An AI assistant that knows your policies, procedures and FAQs, so staff get answers fast.
Safe-use rules for staff
A short, plain-English policy covering which tools to use and what must never go in, written with UK GDPR in mind.
In practice
From long documents to clear next steps
We start with the paperwork and admin that slows you down, then set up AI assistants to draft, summarise and organise it — with a person checking anything that matters.
- Summaries of long reports and guidance
- First drafts of emails, letters and policies
- Meeting notes turned into action lists
Before and after
What a difference it can make
| Task | Without AI | With an AI assistant |
|---|---|---|
| Client email reply | 15–20 min | 3–5 min |
| 20-page document summary | 1 hour | 5 min, plus a check |
| Meeting notes | 30 min | 5 min |
Times vary by task and firm. Anything that matters should be checked by a person before it's used.
Our approach
Careful with client data from day one
Grow Digital was founded by a compliance professional with 12+ years in UK financial services (quality assurance, compliance, financial crime). That background shapes how we approach AI: useful, but with sensible controls.
We help you think through data protection and UK GDPR in practical terms, but we're not lawyers and this isn't legal advice. If your firm is regulated, we'll work alongside your compliance lead or your regulator's guidance.
What that means in practice
- We start by understanding what information your firm handles.
- We recommend business plans and settings that stop your data being used to train AI models, where the tool allows it.
- We agree clear red lines — for example, no client personal data, passwords or bank details in tools that aren't approved for it.
- AI drafts, people decide: every output that matters is checked by a person.
- We work in your accounts. We don't copy your business data into ours.
How it works
Five steps to using AI properly
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Free 20-minute call
We learn how your firm works and where the time goes.
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Health Check or straight to setup
Start with an AI Health Check for a clear plan, or go straight to AI Setup if you're ready.
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We build your AI assistants
We set up your tools, build your AI assistants and write your safe-use policy.
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Team training
Remote sessions available, including early mornings, evenings and Saturdays.
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14 days of email support
Questions after training? Email us and we'll help your team settle in.
AI packages
Clear packages, fixed prices
AI Setup
Everything you need to start using AI properly.
£495 one-off
- Tools set up (ChatGPT, Claude or Microsoft Copilot)
- 3 ready-to-use AI assistants
- Safe-use policy
- 90-minute team training
- Cheat sheet
- 14 days of email support
Extra AI assistants £75 each.
Ask about AI SetupAI Support
Ongoing help as tools and your needs change.
£149/month
- Monthly call
- New AI assistants as you need them
- Help when tools change
- Cancel anytime with 30 days' notice
AI tool subscriptions (e.g. ChatGPT, Claude or Microsoft Copilot) are paid directly by you.
FAQ
AI onboarding questions
Is it safe for client data?
It can be, with the right tool, plan and settings — and clear rules. We recommend business plans where your data isn't used to train AI models, switch on the right privacy settings, and give your team a short safe-use policy covering what can and can't go into an AI tool. We're not lawyers, so regulated firms should also follow their regulator's guidance.
Which tools do you use?
ChatGPT, Claude and Microsoft Copilot. If your firm already runs on Microsoft 365, Copilot is often the natural fit; otherwise ChatGPT or Claude. We'll recommend one based on how you work and the data you handle.
Do we need paid AI subscriptions?
For business use, yes. Paid business plans give you the privacy controls and features you need. Subscriptions are paid directly by you to the provider and aren't included in our prices.
How long does setup take?
We aim to have your AI assistants set up within a week of our first call, depending on how quickly we can get access to your tools and examples of your documents.
Can you train remotely?
Yes. Training runs by video, so we can work with firms anywhere in the UK. Sessions can be booked early in the morning, in the evening or on a Saturday, so they don't eat into client time.
What if we already use ChatGPT?
That's a good head start. We'll check your plan and settings, set up AI assistants for the tasks you do most, and agree clear rules so everyone uses it the same, safe way.
Let's talk
See what AI could do for your firm
Book a free 20-minute call. We'll suggest a few practical places to start. We reply within 24 hours.