Company-wide AI use that cushions workload peaks and protects client data

With around 50 employees, including 9 licensed professionals and 4 partners, Fürsattel & Collegen advises small and medium-sized businesses and private individuals on tax matters at two locations in Bavaria and Brandenburg. A firm of this size brings a particular challenge: everyone on the team was already using AI in one way or another, but without a common standard. While some employees were already experimenting, others stayed on the sidelines, often out of uncertainty about what is permitted to happen with sensitive client data.

The situation was made worse by the typical workload peaks of a tax firm: on deadlines, workload and communication pile up, while the skilled labor shortage means fewer hands have to handle more work. On top of that comes a structural challenge many firms know: knowledge is spread across a large number of files and client matters, making it increasingly hard to keep an overview. Uncoordinated, private use of individual AI tools would not have solved the problem but created additional data protection risks.

Instead of leaving AI use in the team to chance or to individual stand-alone solutions, Fürsattel & Collegen opted for company-wide, controlled access through Logicc. The firm thereby brings the use of leading models such as ChatGPT, Claude, Gemini and Mistral together on a single, data-protection-compliant platform, rather than letting individual employees work on their own with different tools.

What mattered to the firm was that sensitive client data can be processed in line with the GDPR thanks to hosting in Germany, and that the use also meets the requirements of § 203 StGB, which apply to professionals bound by secrecy such as tax advisors just as they do to lawyers.

The internal rollout was not treated as a pure IT project but accompanied by the firm's HR lead, who is responsible for the implementation and practical use of LLM solutions in the team. As a result, the rollout was not limited to technical access but was anchored in the team through training and change support.

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With Logicc, the employees of Fürsattel & Collegen now use AI in a legally sound way for research, drafts and summaries in everyday client work. As a result, active users save 1.8 hours a day on average, time that previously went into routine tasks and is now available for professional advice and client contact.

The effect is not limited to client work: marketing and HR at the firm also work noticeably faster. Workload peaks on deadlines can now be cushioned better, without giving up professional control over the results; the review of the content stays fully with the team. What was inconsistent, partly uncontrolled AI use has thus become a uniform, reviewed standard that supports the entire firm.