LEGAL & ACCOUNTING

Deadlines tracked. Billing automated. Compliance never missed.

One missed deadline is a malpractice claim. One unbilled month is a cash flow crisis. AI agents monitor every matter, capture every billable hour, and follow up on every open invoice — so your professionals can focus on practice, not administration.

Book a Free Audit →How It Works
YOUR REAL PROBLEMS

Where legal and accounting firms bleed time and risk exposure.

Administrative overhead eats billable hours. Missed deadlines create liability. Unbilled WIP is revenue that evaporates. AI agents close each gap.

Client Intake & Onboarding
THE PROBLEM

New client intake takes 2–3 hours of staff time. Engagement letters sit unsigned for days. Billing doesn't start until paperwork is complete.

THE FIX

AI sends intake questionnaires automatically, routes completed forms to the right attorney or accountant, generates engagement letters, and follows up on unsigned documents every 24 hours.

Deadline & Compliance Tracking
THE PROBLEM

Court deadlines, filing dates, tax due dates, and statute of limitations tracked manually in spreadsheets. One missed date is a malpractice claim.

THE FIX

AI monitors every active matter for upcoming deadlines, sends alerts 14 and 3 days out, and escalates to the responsible attorney or CPA if no action is logged — zero calendar gaps.

Billing & Timekeeper Automation
THE PROBLEM

Timekeepers forget to log hours. Invoices go out late. WIP sits unbilled for 60+ days. Clients dispute charges because invoices are unclear.

THE FIX

AI sends daily time-capture reminders to timekeepers, generates itemized invoices on billing cycle, and follows up on unpaid balances automatically — WIP converted to cash on schedule.

Document Management & Retrieval
THE PROBLEM

Documents are scattered across email, shared drives, and practice management software. Paralegals spend 30 minutes finding a single file.

THE FIX

AI indexes every document by matter, client, and document type — retrievable in seconds via a simple search. New documents auto-filed the moment they arrive in the shared inbox.

YOUR AI TEAM

Four agents. Every administrative loop handled.

Agents that intake, bill, track, and protect — so your professionals stay focused on billable work.

S
Sofia
Client Intake & Call Handling

Handles new client inquiries, sends intake questionnaires, and routes completed forms to the right team member — with a full summary on file before anyone touches the matter.

V
Victoria
Billing & WIP Collection

Sends time-capture reminders, generates invoices on billing cycle, and follows up on open balances. WIP converts to cash on schedule — no exceptions.

K
Karen
Deadline Monitoring & Alerts

Watches every active matter for upcoming deadlines. Alerts responsible timekeepers 14 days and 3 days out. Escalates to the principal if no action is logged.

M
Maximus
Security & Confidentiality Enforcement

Monitors email and document access for unauthorized disclosures. Database-level encryption enforced. Privilege logs maintained automatically for litigation matters.

RESULTS

What legal and accounting firms recover in 90 days.

80%
reduction in client intake time — AI handles the intake loop end-to-end
$0
in missed filing deadlines — Karen monitors every active matter
< 30 days
average WIP-to-cash conversion with automated billing follow-up
30 min
saved per paralegal per day on document search and retrieval
FREE AUDIT

See how much administration is costing your practice.

30 minutes. We map your intake, billing, and deadline workflow — and show you exactly what AI agents recover. No pitch, no pressure.

Book Your Operations Briefing →
No contracts. No obligations. You keep the report either way.