For law firms, accounting practices, and professional service teams
Smoother intake. Fewer document chases. More time for client work.
Automations and custom systems for law firms and accounting practices, designed around how your practice already runs.
Example workflow
IllustrativeFrom first inquiry to engaged client
- 1
Inquiry or referral
A web form or email starts a new matter or engagement.
- 2
Intake questionnaire
The client gets a guided form. Answers land in one place.
- 3
Engagement letter
Answers fill your template and it's sent for e-signature.
- 4
Client set up
The client record, folders, and first tasks are created.
- 5
Document checklist
Clients upload what's needed, with reminders for what's missing.
Sound familiar?
Where the hours go.
The repetitive work that slows down law firms, accounting practices, and professional service teams.
Intake by email
Questionnaires, engagement letters, and setup steps handled one message at a time.
The document chase
Requesting the same tax forms or case documents from clients again and again, especially in busy season.
Deadlines in many places
Filing dates and key deadlines spread across calendars, spreadsheets, and inboxes.
"Where are we on this?"
Status questions from clients that pull staff away from focused, billable work.
What we can build
Practical solutions for legal & accounting.
Start with one, add more over time. Each is shaped around your process and connected to your tools.
Guided intake & engagement
Intake answers flow into an engagement letter for e-signature, and the new client is set up automatically.
Document request portal
A checklist per client or return, with secure uploads and polite reminders.
Deadline & task tracker
Key dates for every matter or return, with reminders before they arrive.
Client status updates
Plain-English updates drafted at each milestone and sent after your review.
Workload dashboard
Open matters or returns by person and stage, so bottlenecks are visible early.
Routine email drafts
AI drafts replies to common client questions for staff to review and send.
Examples of what we build. Every system is scoped to your process before work begins.
How we work with your tools
No rip-and-replace. No overpromising.
Practice management, document management, and tax software vary in what they allow. We work within your firm's approved systems for client data.
We start with your existing tools
Your CRM, email, calendar, and industry software stay. We look at what you have before recommending anything new.
Integrations depend on your platforms
Some platforms offer open integrations and others limit access. We check yours first, explain plainly what's possible, and design around any gaps.
You decide what's automatic
Client communication can be drafted for review instead of sent automatically. You choose where a person stays in the loop.
Legal & accounting questions
What teams like yours ask first.
More questions? Ask us directly. We'll give you a straight answer.
Ask a questionWill this work with our practice management software?
Often, yes. It depends on what the software allows. We review your tools first and tell you what can connect directly and what we'd design around.
How do you handle confidential client information?
We only access what a project needs, use appropriate access controls, and keep client data in the systems your firm approves. We walk you through how information flows before anything goes live.
Can AI write client emails?
It can draft routine messages for a person to review and send. Nothing goes to a client without your approval unless you choose otherwise.
One easy next step
Find your practice's biggest bottleneck.
Tell us your role and the task that eats the most time, whether that's intake, documents, or deadlines. We'll reply with practical ideas.
- 1
Answer two quick questions (under a minute)
- 2
We look at it with your workflow and tools in mind
- 3
You get practical ideas and, if it makes sense, an invite to a free call