AI Systems for Professional Services
The opportunity goes cold.
AI systems for law firms, accounting, consulting, and other professional services. Faster intake, proposal workflows that don't bottleneck on partners, document operations that don't lose hours, and billable-hour visibility before the month closes. Built for solo practitioners through Am Law 100 and Big Four. Same architecture, scoped to the matter management and document policies you already run.
Common verticals
Law firms
Accounting + tax practices
Consultancies + advisory
Architects + engineers
Wealth advisors
The leak
Where professional services firms lose time and money.
01
New-matter intake takes 45 minutes of partner time per call.
02
Proposals sit in a draft folder for days because the senior is in court or a meeting.
03
Documents get re-keyed three times across intake, billing, and the matter file.
04
Billable-hour reports arrive a week after the month closes.
05
Client status updates pile up because nobody owns proactive communication.
Likely build paths
The workstreams that usually close the gap.
This is not a fixed menu. The walkthrough chooses whether the front desk ships first, then sequences deeper workflows by impact, urgency, risk, and what your team already runs.
01
AI Voice System Owners
24/7 intake that qualifies the matter, captures conflict-check info, and books the first consult. Without consuming partner time on triage.
View02
AI Operations Workflow
Document operations: intake-to-engagement letter, proposal drafting from prior similar matters, and matter-status communication.
View03
AI Finance & Reporting Dashboards
Live realization, utilization, and write-off tracking. Visible mid-month, not after the bookkeeper closes.
ViewAfter deployment
What changes once the system runs.
01
Intake calls qualified and booked 24/7. No partner triage required.
02
Proposal turnaround compressed from days to hours.
03
Realization and utilization visible weekly, not at month close.
04
Client status communication automated without losing the relationship.
Frequently Asked Questions
Common questions from professional services firms.
Start here
Map the leak. Ship the system.
The AI Front Desk walkthrough maps where professional services operators are losing time, money, and momentum, then tells you which system is worth building first.
No public pricing · walkthrough determines scope