Industries · Professional services
Give your experts back the hours admin takes.
Law firms, accounting practices, insurance agencies and consultancies sell expertise, yet much of the day goes to intake, first drafts and status emails. That's where we start.
Book a free callThe pattern
Billable people spend real time on intake forms, first drafts, time entries and "just checking in" emails. Much of it follows rules, and most of it can be drafted by software for a professional to review.
Where we'd start
Where AI helps without taking over.
Each keeps the professional in charge of judgment and sign-off.
- Workflow
Client intake
What we'd tryOnline intake that collects the right details, checks for missing information, and sets up the matter or client record.
Where a person stays inStaff review conflicts, eligibility and anything unusual before engagement.
- Workflow
Knowledge assistant
What we'd tryAn internal assistant that answers questions from your templates, precedents and procedures, with links to sources.
Where a person stays inAnswers point to the underlying document so professionals can verify.
- Workflow
First drafts
What we'd tryEngagement letters, summaries, memos and routine correspondence drafted from your templates and the file.
Where a person stays inA professional reviews and signs off on every draft.
- Workflow
Notes and time capture
What we'd tryMeeting and call summaries written into your practice management system, with suggested time entries.
Where a person stays inThe professional confirms entries before billing.
Handle with care
Your reputation is the product.
General information, not legal advice. Rules vary by state and change over time; review your setup with qualified counsel.
Confidentiality
Client information must only go into tools whose data terms you've reviewed. Consumer AI accounts are rarely appropriate for client work.
Professional duties
For lawyers, ABA Formal Opinion 512 (July 2024) says existing duties of competence, confidentiality, communication and reasonable fees apply to generative AI. Other professions have their own rules.
Accuracy
AI can produce confident, wrong answers, including invented citations. Anything client-facing needs review by a qualified person.
Client expectations
Some clients require notice or consent before AI is used on their matters. Check engagement terms and outside counsel guidelines.
Systems we commonly see
Where the work lives.
- Practice management systems
- Document management
- Accounting and billing
- Agency management systems
- E-signature
- Shared inboxes
- Client portals
We work inside the software you already run wherever we can.
Insights
Further reading.
- How to write an AI use policy your team will actually follow Short, specific and reviewed regularly beats long and ignored. Here's what to include. Read the article
- How to choose an AI vendor or LLM provider Demos all look great. Data terms, real-world accuracy and exit options are where vendors differ. Read the article
- AI risk and compliance basics for mid-sized businesses You don't need a compliance department to use AI responsibly. You need to know the main risks and a few sensible controls. Read the article
Free 30-minute call
Find out where AI can help your business.
Tell us how your team works today. We'll tell you plainly where technology can save time, where it can't, and what a sensible first step would be.
Prefer the phone? Call (949) 691-0086