Law, accounting, insurance, consulting, financial advisory — firms that bill for judgment and lose too much of the week to everything wrapped around it.
Three places, in our experience — these are the clearest wins we see in firms like yours, not results we promise. In every one, the machine drafts and chases; the person who knows the client decides. How that handoff gets taught is the subject of Teaching the Machine Your Business.
New matters arrive as half-formed emails, and senior people burn billable hours chasing the missing details. An intake agent reads the request, asks for what is missing, and routes the matter with a clean summary attached. Whether to take the client stays your call.
Unbilled time and unpaid invoices are where service firms quietly leak. An automation watches what is outstanding, drafts the reminder in your voice, and flags the awkward exceptions for a partner to handle instead of firing them off blind.
When the file, the billing system, and the inbox disagree, someone reconciles them by hand. An integration keeps matter status in one place, so "where does this stand" has exactly one answer.
For most firms the right first move is the AI Readiness Audit: two to four weeks mapping where the hours actually go before anyone builds anything. Pricing is published, in plain numbers — audits run $3,500–$8,500; sprints $12,000–$45,000, fixed quote in writing.
Of the example builds on our homepage, this is the one that maps most directly onto intake work in a services firm.
Reads the incoming email or form, asks for the details that are missing, and routes the job to the right person with a clean summary attached.
The win: every request arrives qualified, summarized, and routed before a person reads it.Illustrative builds, not client claims. What we'd actually scope is whatever your free assessment shows is worth automating first.
30 minutes with a senior advisor who walks your intake, billing, and matter workflows and tells you what is worth automating — and what is not.