Transcription and Document Automation for Professional Services

Case Study: AI-Driven Transcription.

The Challenge

A Swiss professional services firm invested significant time converting spoken input into structured, client-ready documents. Typical inputs included dictated client letters, internal case notes, meeting summaries, and recordings of client conversations. While speech recognition tools were already in use, the resulting text required substantial manual correction, restructuring, and formatting before it met professional standards.

Assistants played a central role in refining language, ensuring consistency, and preparing documents for downstream systems. This manual effort created delays, tied up skilled personnel in repetitive work, and limited scalability. At the same time, strict confidentiality and audit requirements made the use of public AI services unsuitable. The firm needed a secure, enterprise-grade solution that could accelerate transcription and refinement without compromising quality, compliance, or data sovereignty.

Our Solution

Enable (AI Complete)

• High-accuracy transcription engine tailored to professional terminology
• Workflow turning transcribed input into structured documents
• RAG retrieval from internal policies, Swiss GAAP FER notes, and tax memos
• Contract clause analysis with deviation detection and risk explanations
• Drafting assistant with compliance prompts and approval flows
• Knowledge base consolidation with access tiers and approval workflows
• Full AI lifecycle governance, evaluation, and monitoring
• High-accuracy, real-time speech-to-text tailored to professional terminology
• Controlled AI-based text refinement aligned with internal language standards
• Structured transformation of spoken input into professional written format
• Integration into existing document and case management systems
• Full AI lifecycle governance, evaluation, and monitoring

Operate (CloudOps Complete)

• Swiss-based hosting with full data sovereignty
• Optional private cloud or fully on-premise deployment
• End-to-end encryption and role-based access control
• Complete audit logging of AI-supported transformations
• Controlled AI evolution through secure CI/CD pipelines
• Continuous monitoring and optimization

Business Outcomes

• Hours saved weekly by transcribing spoken notes into ready-to-use documents
• Significant reduction in manual drafting workload
• Improved consistency in tone, structure, and document quality
• Consistent output quality across teams
• Better allocation of assistant time toward higher-value tasks
• Scalable foundation for further workflow automation