Law firms, accounting practices, consulting firms, and agencies handle hundreds of client emails, billing inquiries, document requests, and follow-ups every month. Your AI Employee handles every predictable one — so your team focuses on billable work, not inbox management.
"We bill $400/hour and our staff spends two hours a day answering 'what's the status of my file' emails."
Managing Partner Law Firm · 12 lawyers"Tax season we get buried in client document requests. Same clients, same requests, every year. Someone has to respond to each one individually."
CPA Firm Manager Accounting Practice · 8 staff"Our proposal follow-up is terrible. We send a proposal and then it's awkward to chase. Half our pipeline is just proposals we're afraid to follow up on."
Principal Management Consulting · 15 staff"We have retainer clients we haven't proactively reached out to in months. They're renewing on autopilot — until they don't."
Agency Owner Digital Agency · 22 staffReads inbound new client inquiries, collects required information (matter type, timeline, budget), answers standard questions about process and fees, and routes qualified leads to the right person. This AI Employee handles the initial back-and-forth that eats associate or coordinator time before a client even becomes a client. It asks the right qualifying questions, filters out inquiries outside your practice areas or service scope, and hands off a complete intake record — not a raw email thread. Connects to your CRM or intake form.
Follows up on outstanding invoices at configurable intervals, sends payment reminders with invoice links, escalates long-overdue accounts, and logs all communication per client. Professional services firms lose significant revenue not from clients who refuse to pay but from clients who simply forget. The AI Employee sends timely, professional reminders that don't feel aggressive — referencing the specific invoice, matter, and amount, with a direct link to pay. Your billing coordinator monitors exceptions; the AI Employee handles the routine follow-up cadence.
Sends engagement letters, contracts, NDAs, reports, compliance documents, and any standard file from your library on request. Clients frequently need documents they've already received, or need standard firm documents — an engagement letter for a new matter, an NDA for a vendor, the final report from last quarter. Every one of those requests lands in someone's inbox and takes five minutes to locate and send. The AI Employee indexes your document library by client, matter, and document type and retrieves the correct version instantly.
Handles meeting confirmation, reminder messages, and rescheduling requests. Reduces no-shows and eliminates the back-and-forth of scheduling. For professional services firms, no-shows and last-minute cancellations represent direct billable time lost. The AI Employee sends confirmation messages when an appointment is booked, a reminder 24 hours before, and handles rescheduling requests by checking calendar availability and offering alternatives — without pulling your coordinator into a five-email thread.
Monitors active and lapsed client relationships, sends proactive check-ins, renewal reminders, and service updates based on client type and last engagement date. Retainer clients who haven't heard from you in 90 days don't feel valued — they feel forgotten. The AI Employee tracks last contact date by client segment and sends personalized outreach on your schedule, referencing their specific work and next steps. It doesn't send a newsletter blast; it sends a message that reads like you wrote it.
Monitors sent proposals and follows up at configured intervals with professional, non-pushy messages. Tracks proposal status and escalates stale opportunities. The awkward proposal chase costs firms real revenue — either they don't follow up and lose the deal, or they follow up too aggressively and damage the relationship. The AI Employee sends a well-timed message at the right interval, acknowledges where the prospect is in their decision process, and invites a response without pressure. Your team sees the conversation; the AI Employee keeps it moving.
We spend 30–60 minutes mapping your highest-volume repetitive workflows — what comes in, what your team does with it, and what the right output looks like. For professional services firms, this usually means walking through your intake process, your billing follow-up cadence, and your document request handling. We identify exactly which workflows the AI Employee will take over and which ones stay with your team.
We build the AI Employee and connect it to your practice management software, billing system, document library, and calendar. We don't require you to change platforms or migrate data. We work with Clio, MyCase, QuickBooks, Xero, Karbon, and custom CRMs — and build the integration as part of the project. All data remains in your environment. Nothing is sent to a third-party AI training database.
Every AI Employee we build starts with human approval on every output. Your team sees the draft, approves it or edits it, and it sends. Once you've reviewed enough outputs to trust a specific workflow — standard billing reminders, document sends — you can authorize autonomous sending for that flow. The approval requirement never fully goes away; you control what's automated and what stays in the queue.
We don't hand you software and walk away. We manage the AI Employee on an ongoing basis — monitoring output quality, catching edge cases, updating integrations when your platform changes, and tuning the logic as your practice evolves. Your team uses it; we maintain it.
Yes — we integrate with most legal, accounting, and professional services platforms including Clio, MyCase, QuickBooks, Xero, Karbon, and custom CRMs. We assess your stack during discovery and build the integration as part of the project. You don't need to change platforms or grant us blanket access to your system — we work with the specific data the AI Employee needs and nothing else.
All data stays within your environment. We sign NDAs and DPAs. Nothing is shared with or used to train external AI models. The AI Employee operates on your systems, not ours. For law firms in particular, we understand that solicitor-client privilege and confidentiality aren't compliance checkboxes — they're the foundation of the practice. The architecture reflects that.
The AI Employee handles communication about billing — sending invoices, following up on payments, answering status questions — but does not touch your accounting or trust account systems directly. The communication layer and the accounting layer remain separate. Trust accounting in particular requires the controls and audit trail of your practice management or accounting system; the AI Employee works around that, not inside it.
That's your call. Some firms disclose it; others don't. What clients notice is that they get a faster, more professional response than they used to. The AI Employee writes in your firm's voice, not a generic template — it references the right matter, uses the right tone, and doesn't sound like a chatbot. Whether you disclose the underlying technology is a business and professional responsibility decision that belongs to you.