The knowledge platform for professional services

From top-tier law firms to Big 4 consulting, Glean connects client matter files, precedents, research and engagement knowledge into a single secure search layer — with permissions that enforce client confidentiality automatically.

30-45 minutes. We learn about your business, you see what's possible. No commitment.

Professional Services - AI solutions

We Get It

The challenges you're facing - we've heard them before

"Matter and client knowledge siloed by partner"

Critical case law, precedents, client files and engagement learnings are locked in individual drives rather than shared across the firm.

"Proposal and pitch preparation is slow"

Building pitches, capability statements and RFP responses means hunting through past engagements across dozens of folders and email threads.

"Compliance and risk policies hard to find"

Staff struggle to locate the latest conflict of interest policies, risk frameworks and regulatory guidance when they need it most.

"Expertise discovery takes too long"

Finding the right internal expert or locating who has worked on a similar engagement means asking around rather than searching a system.

Here's How AI Fixes This

Practical solutions that deliver real results

Matter and Precedent Research

Lawyers, consultants and advisers find relevant precedents, matter files and engagement history in seconds across email, DMS and CRM — no more asking who has worked on similar matters.

Find the precedent. Before the client asks.

Pitch and Proposal Acceleration

Build capability statements and RFP responses faster by surfacing past engagements, credentials and case studies automatically — from across every system your firm uses.

Win more pitches. Spend less time on them.

Conflict and Compliance Navigation

Staff surface conflict of interest records, client matter history and engagement terms quickly — critical for risk management and meeting professional regulatory obligations.

Find what you need before it becomes a problem.

Expertise Discovery Across the Firm

Find internal experts and relevant past work without asking around. Glean surfaces who knows what and who has done what, across every practice group and office.

Your firm's best thinking. Always within reach.
"We're a small accounting firm. I was worried the setup would be complex but we were up and running quickly. The biggest win is that anyone in the team can answer a client question without escalating to me. That's freed up real time."
Michael — Principal, accounting firm, Gold Coast

"Professional services firms typically increase billable time significantly when AI handles drafting, research, and information retrieval."

Frequently Asked Questions

Common questions about AI for your industry

Glean connects your DMS, email, CRM, matter management and collaboration tools into a single intelligent search layer. Fee earners find precedents, client files and engagement history in seconds — accelerating proposals, improving matter research and preventing knowledge walking out the door when people leave.

Yes. Glean is SOC 2 Type II certified and its permissions-preserving search means staff only access documents they are already authorised to view. Client matter confidentiality is maintained at the search layer — the same access controls applied in your DMS apply in Glean.

Glean integrates with 100+ platforms including iManage, NetDocuments, SharePoint, Salesforce, Slack and Microsoft 365. Your existing systems stay in place — Glean makes them all searchable from one interface.

It stays in the firm. Glean indexes content across your connected systems so that matter history, client context and institutional knowledge remains searchable even after the people who created it have moved on.

Most professional services firms see significant time savings within the first weeks of go-live. JOURN3Y handles implementation and most firms are live in weeks, not months.

JOURN3Y is Australia's certified Glean implementation partner, with experience delivering Glean across law firms, consulting practices, accounting firms and advisory businesses. We handle the full implementation — DMS integration, access control configuration, matter security review, staff training and adoption across practice groups.

JOURN3Y is Australia's only certified Glean implementation partner — the official partner for Glean in Australia. We've delivered Glean across 17+ industries and handle everything from integration planning to staff adoption. Our process is designed to get you live quickly, with local Australian support throughout your rollout. Most organisations are up and running within weeks.

Serving Professional Services businesses across Australia

We work with Professional Services businesses in Sydney (Northern Beaches, North Shore, Sutherland Shire, Western Sydney), Melbourne, Brisbane, Gold Coast, Perth, and nationally via remote consulting.

Ready to see what Glean can do for your Professional Services team?

Start with a 30-45 minute discovery call. We'll learn about your organisation and show you what's genuinely possible — no pitch, no pressure.

If there's a fit, we'll organise a proper demo. If there isn't, we'll tell you that too.

Book a Discovery Call