AI handles intake, billing, document prep, and client communication — so your partners and associates spend their time on work that generates revenue.
Your AI agent works through text messaging. Manage clients, prep for meetings, and check billing — from anywhere.
The operational layer between your expertise and your clients — handling everything that isn't the actual work.
New client inquiry to signed engagement letter — AI handles the forms, conflict checks, document collection, and scheduling. Your team meets a prepped, ready-to-go client.
Invoices go out on time. Follow-ups happen automatically. Retainer balances are tracked. Your AR doesn't age because someone forgot to send a reminder.
Engagement letters, standard agreements, client reports, proposals — AI drafts from your templates and prior work. Review and send, don't start from scratch.
Before every client meeting: matter summary, open items, billing status, last communication. After: action items captured, follow-ups scheduled, notes distributed.
Status updates, deadline reminders, document requests — AI keeps clients informed and responsive without your team playing email tag all day.
Utilization rates, matter profitability, client concentration, pipeline health — the metrics that matter, delivered proactively instead of buried in a system nobody checks.
Same firm. Same client load. Completely different leverage.
See where AI can remove the non-billable drag from your practice. 30 minutes, no pressure.
Take the Free AI Audit →