Bath
Workflow automation & AI consultancy for Bath businesses
Bath’s law firms, accountancy practices, financial advisers, architects and specialist businesses rely on high-value people—yet those people still lose hours every week to manual document handling, re-typing and inbox admin. We automate the busywork inside the systems you already use.
Give your fee earners and operations team their week back
In a city like Bath where office space and skilled staff are expensive, having experienced fee earners or practice managers copy figures between emails, Word templates and spreadsheets is a hidden tax on your margins.
We build quiet, dependable workflow automations around Microsoft 365, Xero, practice management software and CRMs. Every engagement starts with a free two-hour audit with our founder Ross Owen—either in your Bath office or on Teams—followed by a plain-English report showing which workflows will save the most hours. Also see our AI consultant Bath overview.
Practical engineering, transparent fixed pricing
As part of the Alphabyte Group (managing business IT and Microsoft 365 since 2009), we focus on workflows that pay back fast:
- Direct rail & M4 links to Bath Spa — easy on-site sessions whenever face-to-face mapping helps your partners or team.
- Confidential by design — all AI processing runs under commercial Data Processing Agreements (DPAs) with zero training on client data.
- Human-in-the-loop control — your staff review and approve outputs before anything goes to a client.
- No upheaval — we connect the software you already own rather than forcing you onto a new platform.
Ross Owen, our founder, runs every free audit himself.
Common automations for Bath practices & SMEs
Client onboarding & KYC chasing
Automating matter/client opening, questionnaire extraction, ID chasing and folder setup.
Meeting minutes & file notes
Turning client consultations and Teams calls into formatted attendance notes and action lists. Meeting Minutes AI
Document & PDF data extraction
Reading invoices, schedules, property packs and forms straight into your software. Document processing
Shared inbox triage & replies
Sorting incoming client emails, filing attachments and drafting replies for quick sign-off. Inbox automation
Microsoft 365 & Copilot setup
Locking down SharePoint permissions and building Power Automate workflows. Copilot consultant
Automated reporting & dashboards
Weekly partner and management reports compiled automatically from live data. AI Dashboard
Regions we cover across Wales & the West of England:
Frequently asked questions
Can you visit our practice in Bath?
Yes. Bath Spa is a direct train ride from Cardiff Central, and we regularly visit clients across Bath and Bristol when on-site workshops or partner meetings are helpful.
Is the 2-hour workflow audit really free?
Yes—it is normally worth £290 and includes up to two hours with Ross Owen plus a written report ranking your best automation opportunities, with zero obligation.
Which sectors in Bath benefit most?
We see the fastest payback in law firms, accountancy practices, financial advisers, property/estate agencies, architects and engineering consultancies.
Need your IT looked after too?
Alphabyte IT, our sister company, has looked after IT, security and support for businesses across South Wales since 2009.