Professional services
Law, accounting and consulting firms spend hours on intake, documents and billing that don’t need a professional’s judgment. AI can collect client information, organize documents, draft routine messages and prepare billing, with a person approving what goes out.
Book a free AI assessmentProcesses we automate
Client intake
Collect the new client’s information and documents before the first meeting.
Document handling
Sort, name and file the documents clients send.
Billing
Prepare invoices and payment reminders for review.
Internal answers
An assistant that answers from your firm’s templates and procedures.
Related services
Frequently asked questions
Does AI give advice to our clients?
No. It handles administrative steps. Professional advice stays with your team.
Can we review what it sends?
Yes. Messages and documents can go to a person for approval before they go out.