contact@bertechllc.com Richmond, VA
AI Services
AI Governance AuditBerTechCORE ImplementationAI Agent EngineeringAI Data Readiness Assessment
Technology Services
Website Build & DesignSoftware DevelopmentCRM EngineeringCloud Architecture & Migration
Managed Services
BerTechCORE MAISIT Consulting / Fractional CTOModern Office Bundle
Industries
Real EstateFinance & AccountingAdvisory & Consulting
Products & Company
BerTechCORELedgerSignCase StudiesAboutResourcesSchedule a Call →
Advisory & Consulting

Technology Solutions for
Advisory & Consulting.

Law firms, consulting firms, and advisory practices operate in a world where client confidentiality and AI capability are on a collision course. BerTech builds the governance layer that lets you use AI without the risk.

Start with an Audit →All Services →
Risk Intelligence

Know your risk profile.
Before a client does.

Advisory firms face a layered risk surface — AI governance gaps, workflow blind spots, data compliance exposure, and emerging regulatory requirements all compound. BerTech maps your current posture across every dimension and builds the controls that close the gap. The result is a practice that can use AI confidently, with documentation to prove it.

94%Avg Compliance Score
12Active Matters
8Workflows Automated
Risk Profile by Practice Area
Law Firms
Consultants
Advisory
CPA Firms
AI Governance
Data Compliance
Workflow Gaps
Security
What We Build

Built for the way
advisory firms work.

Six capability areas covering AI governance, workflow automation, document intelligence, and compliance infrastructure — designed for firms where client trust is the product.

AI Governance for Client Work
BerTechCORE ensures client data never crosses matter lines and every AI interaction is logged — satisfying privilege, confidentiality, and regulatory requirements in one deployment.
Shadow AI Discovery
Surface every AI tool in use across your team — sanctioned or not. Map risk exposure before regulators or clients ask the question.
Workflow Automation
Automate intake, document routing, deadline tracking, and approval chains. Reduce administrative burden without sacrificing the audit trail your clients expect.
Matter & Engagement Management
Custom systems that mirror how your firm actually works — not generic project management software retrofitted for professional services.
Document Intelligence
Extract, classify, and route key data from contracts, filings, and client documents. AI-assisted review with human oversight built in.
Compliance Infrastructure
State AI regulations, client contractual requirements, and bar association guidance — BerTech builds the technical controls that make compliance provable, not just claimed.

Built for law firms,
consultants, and advisory practices.

Whether you're a 5-person advisory firm or a 200-attorney practice — we build to your risk profile and your client commitments.

Schedule an Audit →Talk to us →