Finding an AI Consultant in Woking: A Checklist for a Solicitor’s or Accountant’s Office

Why professional firms hesitate

A small practice holds information that must not leak. That is the first thing a partner thinks about when AI comes up, and it is the right thing to think about. It is also a reason to choose the consultant carefully rather than to avoid the subject.

The directory lists three solicitors and one accountancy firm in the borough (counted on 10 October 2026). See the solicitors and accountants pages. In any small office, intake, diary-keeping and invoicing are the jobs most often done by hand, and they are exactly the jobs an AI agent can take.

A picture of the problem

An enquiry comes in through the website form at ten past five. The person who reads the inbox has gone home. By nine the next morning the enquirer has also written to two other firms. Nothing was wrong with the firm; the message simply waited.

An agent can acknowledge the enquiry at once, ask the standard questions, offer times for a first conversation and pass the lot to a named person. It should never advise on the matter itself, and a sensible set-up says so.

What to ask a consultant

1. Do you build, or do you advise? Know which you are paying for.
2. Where does client information go? Ask which systems see it and who can read it. If the answer is vague, move on.
3. Which of our existing tools will it use? The best answer is the ones you already have.
4. What does it hand to a person, and how? Anything sensitive should reach a human.
5. What happens when it gets something wrong? You want a clear route for corrections.
6. Who looks after it afterwards?
7. Can I see the plan before I commit?

Where Dean Keating fits

He builds AI agents and installs them in the tools a business already uses. According to his website the work starts with a free call, then an audit of the repetitive work, the build and install, and finally training and support. He starts with the one task that makes most difference, and you leave the call with a plan you can use with or without him.

He is based in Horndean, Hampshire, so none of this happens in the room next door. The build is remote. His site says he can visit businesses in Hampshire or nearby, so a meeting in person is not ruled out, but it would need arranging.

We make no claim about his work with law or accountancy firms. Raise confidentiality yourself on the first call and judge the answer.

Cost

No price list is published. It is given after the free call, with no obligation.

Contact

Call or WhatsApp Dean Keating on 07418 627304, or email dean@deankeating.com. See the Dean Keating profile on Woking.co. Websites: ai-agent.deankeating.com and deankeating.com.

About this guide

Woking.co is published by Dean Keating, who also runs the service described here. He is based in Horndean, Hampshire, not in Woking, and works with Woking and Surrey businesses remotely. If you want someone in the room, say so on the first call and look at Woking-based providers too. This guide recommends our own service, so compare it with other providers before you decide.