AI Employee for Legal & AccountingBill More Hours by Automating Everything That Isn't Billable
Your AI employee handles client intake, document gathering, engagement letters, deadline tracking, and billing — so your attorneys and CPAs spend time on work that actually generates revenue.
Your Legal & Accounting Challenges
These are the manual, time-draining tasks costing your business money every single day.
Client Intake Bottleneck
New client inquiries sit in inboxes for days. By the time someone follows up, the prospect hired the firm that responded first.
Non-Billable Admin Hours
Attorneys spend 40% of their day on admin — emails, scheduling, document chasing. That is $200+/hour work doing $20/hour tasks.
Document Collection Chaos
Chasing clients for tax documents, signed retainers, and supporting files. Incomplete files delay cases and filings.
Deadline Management Risk
Missed filing deadlines, statute of limitations, and court dates can mean malpractice claims. Manual tracking is dangerous.
Billing and Collections
Time tracking is inconsistent. Invoices go out late. Collections are awkward and slow. Realization rates suffer.
Research Time Drain
Legal research and precedent analysis consume hours. Accountants spend days on tax code changes. The grunt work never ends.
How Your AI Employee Helps
Purpose-built AI capabilities tailored specifically for legal & accounting businesses.
Instant Client Intake
AI qualifies new leads instantly, collects case details, runs conflict checks, and schedules consultations — 24/7.
2-3 day response time, lost leads
Under 5-minute response, 24/7 intake
Document Collection Engine
Automatically requests, tracks, and organizes client documents. Sends reminders. Flags missing items. Builds complete files.
Weeks of chasing documents
Automated collection, complete files
Engagement & Retainer Automation
Generates engagement letters, fee agreements, and retainer docs pre-filled with client data. E-signature ready.
Manual drafting, slow turnaround
Auto-generated, sent in minutes
Deadline & Calendar Management
Tracks every filing deadline, court date, and statute of limitation. Sends escalating alerts. Never miss a critical date.
Manual tracking, malpractice risk
Automated alerts, zero missed deadlines
Automated Billing
Tracks billable time automatically. Generates invoices. Sends payment reminders. Integrates with your accounting software.
Inconsistent tracking, late invoices
Accurate billing, faster collections
AI Research Assistant
Researches case law, tax codes, and regulatory changes. Summarizes findings. Drafts preliminary memos and analyses.
Hours of manual research
AI-powered research in minutes
The ROI You Can Expect
Real results from AI employees deployed in legal & accounting businesses.
Saved per attorney per week
Faster client onboarding
Improvement in realization rate
Integrates With Your Existing Tools
Your AI employee connects to the software your legal & accounting business already uses.
Don't see your software? We integrate with any system that has an API — and many that don't.
Ready to Automate Your Law Firm or Accounting Practice?
Get a custom AI employee that handles intake, document collection, billing, deadlines, and client communication — so your professionals focus on billable work.
Free discovery call. No obligation. Your first AI employee can be live in 2 weeks.
AI Employees for Every Industry
We build custom AI employees for businesses across every vertical.