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 firmsAccounting + tax practicesConsultancies + advisoryArchitects + engineersWealth advisors

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.

What we set up, in the order it pays.

The front desk usually goes first because the phone is where the money leaks. The rest comes after, in the order that pays you back fastest.

Why this, for you

24/7 intake that qualifies the matter, captures conflict-check info, and books the first consult. Without consuming partner time on triage.

See the full system

AI Front Desk

Live

Answered in your name. Booked on your calendar. Texted back if missed. Day and night.

Call in

Call rings2 AM, lunch, busy

Aria handles it

AnswersFirst ring
AsksWhat, where, how urgent

Resolve

BooksYour calendar
Hands offTo your team

After

Texts backMissed calls, web leads

Guardrail/Urgent or unusual calls go to your team with the caller's details attached.

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.

Hear it take a call before it goes live.

Fifteen minutes. You tell us how calls come in today. We tell you the one thing worth fixing first.