Professional services
Law, accounting and agency teams lose hours to intake, document work and status updates. We build AI that handles the routine and leaves the judgment to you.
Senior people spend billable time on intake calls and forms.
Staff retype names, figures and dates from client documents into your systems.
The answer to "how do we handle this?" lives in one partner's head.
Example. An illustration of how it could work, not a client story.
A new client signs up
They fill in one intake form and upload their documents.
Documents are read
The AI pulls names, dates and figures and flags anything unclear for review.
The file is set up
The client record, folders and tasks are created in your tools.
The client sees progress
Your portal shows what is done and what is still needed, so fewer status emails.
The AI supports your team. It does not give legal, tax or financial advice to clients.
Client documents stay with providers we agree on in your Blueprint, with access rules set to match how your firm works.
In v1 we do not take card data (PCI). Regulated financial data is scoped separately before any build.
Start with a free AI scan of your business, or book a call to talk it through. Fixed scope, and one fixed price after the Blueprint.