Law firms, accounting and bookkeeping practices, consultancies
AI systems for law, accounting & consulting firms
Where the leaks usually are
- Intake calls missed during meetings
- Proposals and engagement letters that go quiet
- Status-update emails eating billable time
- Knowledge stuck in senior people's heads
Tools we plug into
- Clio
- MyCase
- Karbon
- QuickBooks
- Xero
- HubSpot
- Microsoft 365
Not on the list? If it has an API, an inbox or a spreadsheet export, we can usually connect it.
What fits
Systems that fit professional services
Peak season: Tax season, year-end.
B1
Never-Miss Lead Desk
Intake that qualifies matter type and books consults.
Example: A prospective client calls during a court date. The AI takes the matter type, runs a conflict-check question, and books a consult.
B2
Quote & Proposal Revival
Follow-up on unsigned proposals and engagement letters.
Example: Engagement letters sent but never signed get a short, personal nudge and a call link.
B7
Custom AI Build
An assistant that answers from your own precedents, with citations.
Example: An assistant that answers staff questions from your own precedents and policies, with citations.
Get a free Leak Report for your professional services business
We call your business line, submit your web form and check your Google reviews, then send you a ~90-second video of what happened. Free, within 2 business days. Test calls are recorded with your permission.
Not sure which system comes first?
Take the 2-minute AI & Revenue Leak Score, or book the AI Opportunity Audit and we'll measure it in dollars.