ai employee for legal & accounting

Bill 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.

Book a 30-min callCalculate your savings

~/agents/legal — run log

live
# legal agent: morning run

the problem

Where the week goes.

The manual, time-draining work that costs legal & accounting businesses money every 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.

capabilities

What your AI employee takes over.

Built for how legal & accounting businesses actually run, with the before and after for each workflow.

  • Instant Client Intake

    AI qualifies new leads instantly, collects case details, runs conflict checks, and schedules consultations — 24/7.

    before
    2-3 day response time, lost leads
    after
    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.

    before
    Weeks of chasing documents
    after
    Automated collection, complete files

  • Engagement & Retainer Automation

    Generates engagement letters, fee agreements, and retainer docs pre-filled with client data. E-signature ready.

    before
    Manual drafting, slow turnaround
    after
    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.

    before
    Manual tracking, malpractice risk
    after
    Automated alerts, zero missed deadlines

  • Automated Billing

    Tracks billable time automatically. Generates invoices. Sends payment reminders. Integrates with your accounting software.

    before
    Inconsistent tracking, late invoices
    after
    Accurate billing, faster collections

  • AI Research Assistant

    Researches case law, tax codes, and regulatory changes. Summarizes findings. Drafts preliminary memos and analyses.

    before
    Hours of manual research
    after
    AI-powered research in minutes

outcomes

The targets we build against.

Typical outcomes for legal & accounting deployments. We baseline your numbers in discovery and report against them after launch.

saved per attorney per week
0+hrstarget
faster client onboarding
0%target
improvement in realization rate
0xtarget

Works with the software you use.

Don't see yours? If it has an API we integrate with it, and desktop automation covers most that don't.

  • Clio
  • MyCase
  • PracticePanther
  • QuickBooks
  • Xero
  • LawPay
  • DocuSign
  • Dropbox
  • Google Workspace
  • Microsoft 365
  • Lacerte
  • Drake Tax

next step

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.

Book a 30-min callSee all capabilities

free discovery call. first agent live in about two weeks.

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