AI automation for Law Firms, Accounting & Professional Services. Production systems, not slide decks.
Custom AI agents, CRM automation, and voice AI tailored to the workflows that move revenue in your industry. We have shipped these systems for businesses in your space.
The 4 biggest manual pains in law firms, accounting & professional services.
Client intake and document collection drags 2-3 weeks
Billing reconciliation manual and error-prone
Engagement letter and consent flow on paper
Lead-to-engagement conversion lost in slow follow-up
The 4 highest-ROI automations we ship for law firms, accounting & professional services.
Digital intake + document collection
Conditional-logic intake forms route to specialists, e-sign engagement letter, encrypted upload
Intake time down 70%
Time-and-billing automation
Auto-categorise time entries, generate invoices on milestone completion, integrate with QuickBooks/Xero
Billing leaks down 90%
Engagement letter workflow
Templated engagement letters with e-sign, conflict-check integration, matter-opening automation
Engagement opens 5x faster
Consultation to engagement flow
Post-consultation sequence with proposal, payment link, engagement letter all in one flow
40% consultation-to-engagement lift
Practical questions about automation in law firms, accounting & professional services.
We build for state bar, attorney-client privilege, and accounting practice management compliance contexts. We sign confidentiality agreements as standard.
Yes for all four. Direct API or Zapier-mediated depending on the specific workflow.
Ready to automate law firms, accounting & professional services?
Book a 30-min discovery call. We will identify your top 3 automation opportunities, give you a build estimate, and start where the ROI is fastest.