Client intake
New client details get gathered across email, forms, and calls, then entered into the practice system by hand.
Industries
AI automation for accounting, law, insurance & consulting firms
A new inquiry, the document it needs, and the follow-up to keep a file moving often depend on someone remembering. We find where that costs you time.
These firms often lose hours to intake, document prep, and status follow-ups done by hand. We find where that work costs you time, then automate it, starting with one task.
Common tasks
What repetitive admin work is common in professional services?
Document preparation
Routine letters, terms, or summaries get drafted from a template and a few details, each time.
Status follow-ups
Checking in on an open file depends on someone remembering to look.
These are common tasks we can look at — not a record of work already done for a client in this industry.
Where to start
What would we look at automating first?
Often client intake. A new inquiry sorted, and the right follow-up or document drafted on its own, so nothing waits on someone noticing it.
Example pilot
What would a pilot look like?
Pilot
A pilot automates one task end to end. For example, sorting a new inquiry and drafting the intake summary for your review.
From $500
AI agents & the agent brain
How do AI agents and the agent brain help a firm like this?
An AI agent can sort an incoming request and draft the intake summary, then hand it to a person to review. The agent brain keeps your templates and client history consistent across every draft.
FAQ
Questions about professional services
No. This group is where this kind of work is common. We work with businesses across many industries.
Related services
Ready to find your first pilot?