AI automation for law firms, accountants, and consulting agencies
Billable hours are your product. Stop losing them to client intake forms, document formatting, and invoice chasing. We build AI automation that handles the administrative overhead so your team can focus on the work clients actually pay for.
Where billable time gets wasted
Client intake chaos
Conflict checks, engagement letters, document collection — every new matter eats hours before any billable work begins.
Document drudgery
Drafting standard contracts, formatting reports, tagging financial records — repetitive work that doesn't require partner-level judgment.
Billing & collections
Chasing unpaid invoices, reconciling trust accounts, and generating monthly bills manually drains admin capacity.
Research & summarization
Associates and analysts spending hours reading case law, tax code updates, or industry reports that AI can summarize in minutes.
What we automate for your firm
- Client intake automation: Online intake forms that flow directly into your CRM or practice management system, with automatic conflict checks and engagement letter generation
- Document drafting AI: Generate first drafts of standard contracts, NDAs, engagement letters, and reports from your templates
- Meeting & call summaries: AI transcribes and summarizes client calls, extracts action items, and logs them automatically
- Time capture automation: Track billable time based on calendar, email, and document activity — stop forgetting to log hours
- Invoice & AR workflows: Auto-generate bills, send follow-up sequences on unpaid invoices, flag overdue accounts
- Research assistants: AI-powered research that summarizes case law, regulatory updates, or industry reports with source citations
- Secure client portals: Automated document requests, e-signature workflows, and client status updates
Tools we integrate with
Privacy, confidentiality, and compliance
We understand client confidentiality is non-negotiable. All automations are built with data isolation in mind, and we only use AI models with enterprise-grade privacy protections — no client data is used to train public models. For regulated firms, we configure deployments that align with attorney-client privilege expectations, IRS/AICPA standards, and SOC 2 controls.
Good fit if you
- Run a law firm, accounting practice, or consulting agency with 3–150 staff
- Track billable hours or fixed-fee matters
- Use a practice management system (Clio, MyCase, QuickBooks, Xero, etc.)
- Feel the squeeze between client demands and admin overhead
- Care about confidentiality and need AI deployed with privacy controls