AI automation for accounting, legal and consulting firms
Your time is what you sell. Yet much of the day goes to chasing documents, sending reminders and writing up notes. We build AI that handles that work, so you can spend more time with clients.
The admin in a busy firm, handled.
Client intake
New clients fill in one simple form. Their details go straight into your customer list, with nothing typed twice.
Document collection
Clients get a clear list of what you need and friendly reminders until it arrives. You see what is still missing at a glance.
Engagement letters
Letters drafted from your own templates with the client's details filled in, ready for you to check and send.
Meeting notes and summaries
Calls turned into clear notes and next steps, saved to the right client file.
Billing and payment follow-up
Invoices go out on time, and polite reminders go out when a payment is late. You choose the wording and the timing.
Inbox sorting and deadlines
Emails sorted by client and by how urgent they are. Key dates tracked for each client, with reminders before they come up.
Built the way we build for global brands.
678K+ customer interactions for a global brand
AI assistants talked with customers around the clock, with every reply checked and an off switch ready.
Read the case study →
Every AI output checked before it goes out
We build checks into everything, and a person signs off on what matters.
What firm owners ask us.
Can it work with our accounting or practice software?
In most cases, yes. We connect to the email, calendar, file storage and accounting tools you already use. At the free sit-down we check what you have, and you see your plan and the full cost before you spend anything.
Will it give advice to our clients?
No. It handles admin like reminders, forms and notes. Advice stays with you, and a person approves anything important before it goes out.
What about client privacy?
The accounts and data stay in your name, not ours. AI is labelled when it talks to your clients, and there is an off switch if you ever need it.