Professional Services

AI client intake, matter / case management integration, and workflow automation for law firms, accountants, consultants, and advisors. Knowledge work deserves better tools.

Knowledge Work at Scale

Professional services firms bill on expertise โ€” but spend a huge share of their time on intake, document generation, time tracking, and other work that doesn't require that expertise. AI is finally good enough to take those pieces off the plate.

We build AI intake agents, document automation, and client portal experiences that let your billable team focus on the work clients are actually paying for.

What We Hear From This Industry

  • Intake and qualification eating partner / senior time
  • Document generation and review cycles
  • Matter / case management systems siloed from everything else
  • Client communications scattered across email, phone, portals
  • Time tracking that gets filled in at the end of the week (or not at all)

AI For Billable Work

We focus on the non-billable hours โ€” intake, admin, document prep โ€” and give them back to your senior staff.

  • AI client intake and qualification (voice and web)
  • Matter / case management integration (Clio, PracticePanther, etc.)
  • Document generation and review automation
  • Billing and time-tracking system integration
  • Secure client portals and communications

Pairs Well With

AI Receptionist

24/7 AI voice agents for front desk, help desk, and call center.

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AI Solutions

Custom AI agents and automation beyond voice.

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Software Development

Full-stack web, mobile, and enterprise systems.

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Want to Talk About Professional Services?

Tell us about your operation and the specific problems you're trying to solve. We'll tell you honestly whether we can help.

Book a Free Consultation