AI transformation for law and accounting firms
Documents reach the file. Nobody chasing them.
Client intake, document lists, reminders, deadlines and case files: the work around the advice.
30 minutes, no charge. A written pilot plan in 48 hours. No commitment after the pilot.
- Open files
- 430
- Documents received
- 1,016
- Files missing a document
- 58
- Deadlines this week
- 23
What eats your team's week
- 01
Chasing documents.
The office spends its days asking clients for the same documents.
- 02
Deadlines in someone's calendar.
A missed deadline is found when it's already late.
- 03
Every new client, forms from scratch.
Details are collected by phone and email and typed in by hand.
What comes off your team's plate
- Workflow
A document list per file
Each type of file gets its own list, and you see what's in and what's missing.
- Workflow
Reminders on WhatsApp and email
Until everything's in, from a template you approved.
- Workflow
Documents from WhatsApp into the file
Every document a client sends goes into the right file.
- Assistant
"What's missing from the file?"
Answered instantly, with the document list.
- App
A deadlines board
Every deadline in the firm in one place, with an alert ahead of time.
- App
Client intake
One form, and the file opens itself.
Be the first in your industry
A WhatsApp inbox with human approval, a bot that collects documents and a CRM for files already run at other clients. That's where you start.
The work runs itself. The decisions stay with you.
Name the process that costs you most. In two weeks we learn it and hand you a written report on what we found.
30 minutes, no charge. A written pilot plan in 48 hours. No commitment after the pilot.