AI automation built for accounting firms, law offices, and consultancies — automate client intake, document processing, knowledge management, and compliance workflows. Delivered in weeks.
The Problem
Partners and senior staff spend 30–40% of their week on administrative tasks — intake forms, document organization, status updates, compliance checklists. That's $150+/hr talent doing $25/hr work.
Collecting engagement letters, gathering documents, running conflict checks, setting up matter files, sending welcome packets. The same 20 steps for every new client — and mistakes mean compliance risk.
Reviewing contracts for key terms, extracting data from financial statements, organizing discovery documents, cross-referencing regulatory filings. Manual, error-prone, and mind-numbing.
"Didn't we handle something like this in 2023?" Your institutional knowledge lives in people's heads, email threads, and scattered document drives. Finding past work is a treasure hunt.
Filing deadlines, regulatory updates, engagement letter renewals, continuing education tracking. One missed deadline can mean penalties, malpractice risk, or lost licenses.
What We Automate
Each one works with the tools you already use. No new platforms to learn.
New inquiry comes in → AI sends the right intake form, collects documents via secure portal, runs a conflict check, generates the engagement letter, creates the matter file, and notifies the assigned professional. You just review and sign.
Upload contracts, financial statements, or regulatory filings. AI extracts key terms, dates, obligations, and financial data into structured summaries. Cross-references against your templates and flags anomalies for review.
AI indexes your entire document library — past engagements, memos, templates, correspondence. Ask "How did we structure the Smith family trust?" and get the relevant documents, with key sections highlighted.
Automatic deadline extraction from engagements and filings. Calendar sync with escalation alerts: 30 days, 7 days, 48 hours. Regulatory update monitoring for your practice areas with plain-language summaries of what changed.
That's how much admin time the average professional services firm can recover per staff member. At typical billing rates, the math is hard to ignore.
The Shift
"During tax season, our staff was spending more time on intake paperwork than on actual returns. Now clients upload everything through a portal, the system validates completeness, and the preparer gets a clean, organized file. We handled 30% more returns with the same team."
No hourly billing (ironic, we know). Fixed scope, fixed cost, no surprises.
Process
We work with your existing practice management tools — Clio, QuickBooks, SharePoint, Google Workspace. No migration.
We map your intake flow, document handling, and compliance requirements. You get a written scope with exactly what we'll automate, what it costs, and the expected time savings.
We build the automations, integrate with your practice management system, and configure AI for your specific document types and workflows. Weekly check-ins with working demos.
System runs alongside your current process. Your team reviews AI-generated summaries, checks extracted data for accuracy, and validates compliance tracking. Nothing replaces a human check.
Go live. Full documentation delivered. Your team trained on the new workflows. 30 days of support to handle edge cases and fine-tune accuracy.
Let's automate the admin work so your team can focus on what they're actually great at — and bill for it.