Incerto Launches 'Shigyo Copilot,' an AI System for Tax Accountants, Lawyers, and Other Professional Firms
Incerto LLC has released 'Shigyo Copilot,' an AI tool tailored for professional firms. It supports repetitive tasks such as OCR conversion, document drafting, and knowledge searching. To ensure high security, firms can choose between local LLM and enterprise cloud configurations.
📋 Article Processing Timeline
- 📰 Published: April 24, 2026 at 00:52
- 🔍 Collected: April 23, 2026 at 16:31
- 🤖 AI Analyzed: April 23, 2026 at 19:07 (2h 35m after Collected)
Incerto LLC (Headquarters: Arakawa-ku, Tokyo; Representative: Akito Sato; https://www.incerto.tech/) has commenced the provision of 'Shigyo Copilot,' an AI system specifically designed for professional firms such as tax accountants, administrative scriveners, social insurance labor consultants, and lawyers. Product details are available on the product page (https://www.incerto.tech/products/shigyo-copilot).
'Shigyo Copilot' is an organizational AI tool that supports professional firms in their daily routine tasks, such as OCR conversion of documents, integration of internal data, knowledge reference, drafting of applications and opinion statements, and client communication. Functioning like an 'AI Clerk' working alongside staff, it allows firms to gradually introduce functions as needed for tasks like document conversion and data integration. The system is designed to continuously improve accuracy by incorporating firm-specific formats, past cases, and internal rules even after deployment.
Notably, 'Shigyo Copilot' is not intended to fully automate operations but is designed as a support tool contingent upon human judgment, verification, and approval. Operations requiring professional qualifications, such as judgment, signatures, and representation, must be carried out by qualified professionals.
### Background
In professional firms, tasks such as transcribing and formatting various types of documents received from clients—accounting data, paper receipts, PDF invoices, and handwritten materials—into designated formats occur daily. While these tasks are relatively simple, the workload increases in proportion to the number of cases, becoming a factor that continuously consumes internal human resources.
Meanwhile, Japan is facing a decline in the working-age population, making it increasingly difficult for all industries to secure talent. Professional firms are also finding it harder to supplement routine tasks solely through new hiring, and the processing capacity during peak periods has become a significant management challenge for many.
Furthermore, the information handled by professional firms—including clients' financial data, personal information, and legal secrets—is highly sensitive. When using general cloud-based AI services, firms must carefully verify compliance with confidentiality obligations and the regulations of their respective professional laws.
'Shigyo Copilot' is designed as an organizational AI tool to continuously support the routine tasks that staff perform, from OCR document reading to leveraging internal knowledge, based on these unique business structures and information handling requirements of professional firms.
### Key Features
1. Information Extraction and Automatic Conversion via AI-OCR
Scanned images or photos of paper documents are read by AI-OCR, and necessary items are extracted along with data from Excel, PDFs, and email bodies. This information is then automatically converted into specified formats, including administrative submission forms. Firms can adjust the output format by registering their specific input styles and operational rules.
2. Integration and Cross-Searching of Internal Data
Documents, customer information, past cases, regulations, and manuals scattered across the firm are organized in a unified manner. This allows for cross-referencing and searching for business inquiries. It can be used to suggest answers based on similar past cases or internal regulations and to immediately call up related materials.
3. Support for Drafting Opinions, Applications, and Contracts
The system automatically generates initial drafts of opinions, applications, contracts, and other documents based on registered similar cases, internal templates, and referenced laws. Final judgment and signatures are required to be performed by qualified professionals.
4. Integration with Administrative Submission Tasks
Support for streamlining submission tasks is provided through integration with administrative procedure platforms such as e-Gov and e-Tax. The range of supported procedures is planned to expand sequentially.
5. Support for Initial Client Responses
The system assists with routine initial responses in client interactions, such as receiving inquiries, listing required documents, and managing collection status.
6. Monitoring of Legal Changes and Notices
The system automatically detects legal changes and notices related to assigned cases and notifies the staff along with the scope of impact.
### Security and Information Handling
'Shigyo Copilot' offers the following AI infrastructure options depending on the firm's information handling policies:
- Local LLM Configuration: Supports operations using a local LLM running on the firm's internal servers, ensuring that business data does not leave the office.
- Enterprise Cloud AI Configuration: Supports configurations using enterprise-contracted cloud AI, such as Amazon Bedrock, where input data is not used for training or provided to third parties.
'Shigyo Copilot' is an organizational AI tool that supports professional firms in their daily routine tasks, such as OCR conversion of documents, integration of internal data, knowledge reference, drafting of applications and opinion statements, and client communication. Functioning like an 'AI Clerk' working alongside staff, it allows firms to gradually introduce functions as needed for tasks like document conversion and data integration. The system is designed to continuously improve accuracy by incorporating firm-specific formats, past cases, and internal rules even after deployment.
Notably, 'Shigyo Copilot' is not intended to fully automate operations but is designed as a support tool contingent upon human judgment, verification, and approval. Operations requiring professional qualifications, such as judgment, signatures, and representation, must be carried out by qualified professionals.
### Background
In professional firms, tasks such as transcribing and formatting various types of documents received from clients—accounting data, paper receipts, PDF invoices, and handwritten materials—into designated formats occur daily. While these tasks are relatively simple, the workload increases in proportion to the number of cases, becoming a factor that continuously consumes internal human resources.
Meanwhile, Japan is facing a decline in the working-age population, making it increasingly difficult for all industries to secure talent. Professional firms are also finding it harder to supplement routine tasks solely through new hiring, and the processing capacity during peak periods has become a significant management challenge for many.
Furthermore, the information handled by professional firms—including clients' financial data, personal information, and legal secrets—is highly sensitive. When using general cloud-based AI services, firms must carefully verify compliance with confidentiality obligations and the regulations of their respective professional laws.
'Shigyo Copilot' is designed as an organizational AI tool to continuously support the routine tasks that staff perform, from OCR document reading to leveraging internal knowledge, based on these unique business structures and information handling requirements of professional firms.
### Key Features
1. Information Extraction and Automatic Conversion via AI-OCR
Scanned images or photos of paper documents are read by AI-OCR, and necessary items are extracted along with data from Excel, PDFs, and email bodies. This information is then automatically converted into specified formats, including administrative submission forms. Firms can adjust the output format by registering their specific input styles and operational rules.
2. Integration and Cross-Searching of Internal Data
Documents, customer information, past cases, regulations, and manuals scattered across the firm are organized in a unified manner. This allows for cross-referencing and searching for business inquiries. It can be used to suggest answers based on similar past cases or internal regulations and to immediately call up related materials.
3. Support for Drafting Opinions, Applications, and Contracts
The system automatically generates initial drafts of opinions, applications, contracts, and other documents based on registered similar cases, internal templates, and referenced laws. Final judgment and signatures are required to be performed by qualified professionals.
4. Integration with Administrative Submission Tasks
Support for streamlining submission tasks is provided through integration with administrative procedure platforms such as e-Gov and e-Tax. The range of supported procedures is planned to expand sequentially.
5. Support for Initial Client Responses
The system assists with routine initial responses in client interactions, such as receiving inquiries, listing required documents, and managing collection status.
6. Monitoring of Legal Changes and Notices
The system automatically detects legal changes and notices related to assigned cases and notifies the staff along with the scope of impact.
### Security and Information Handling
'Shigyo Copilot' offers the following AI infrastructure options depending on the firm's information handling policies:
- Local LLM Configuration: Supports operations using a local LLM running on the firm's internal servers, ensuring that business data does not leave the office.
- Enterprise Cloud AI Configuration: Supports configurations using enterprise-contracted cloud AI, such as Amazon Bedrock, where input data is not used for training or provided to third parties.