Industries
Law, accounting, finance and insurance
Intake, documents and deadlines handled, so your time goes to the advice.
Walk us through a job
Hartley & Voss, law firm (fictional company)
Unbilled time is found in the week’s work and drafted as time entries.
The companies are fictional. Every clip is a real screen recording of the same staged product, not a mockup.
How it actually runs
Firms run on practice management software like Clio or Karbon, or a broker management system, plus Outlook, a document store that grows every year, and a calendar of deadlines held together by a few careful people. Client information arrives in pieces by email and gets chased by hand.
Built for
- Law firms
- Accounting and bookkeeping practices
- Financial planners and advisers
- Insurance brokerages
Sound familiar?
- Client documents arrive in pieces, and we chase them by hand.
- Billable time slips because nobody records it in the moment.
- Deadlines depend on one person’s calendar.
- Staff spend hours searching old files for a precedent.
A job, start to finish
The system does the chasing. A person decides.
Every step splits the two. The copying, reminding and drafting move to the system. Prices, approvals and anything sent in your name stay with your team.
- 01
Intake
The system does
- Collects the client’s details and documents through one secure link
- Gathers what your conflict and identity checks need, for a person to clear
- Opens the matter or file
A person decides
A lawyer, accountant or adviser decides whether to take the client on.
- 02
Documents
The system does
- Chases missing documents until they arrive
- Reads incoming documents and files them against the client
- Summarizes long documents with the source page shown
A person decides
A professional reviews anything that informs advice.
- 03
Work and time
The system does
- Finds billable time in calendars, email and documents
- Drafts time entries for review
- Tracks every deadline and filing date
A person decides
Each professional confirms their time and does the work that needs their judgment.
- 04
Billing and review
The system does
- Drafts the bill from approved time
- Reminds clients of renewals, reviews and year-end
- Drafts the follow-up letter
A person decides
A partner approves every bill and every piece of advice that goes out.
What we’d build
Where we’d start
Each one links to the service behind it.
Secure client intake
One link where clients send their details and documents, filed straight to the right matter.
Client portalsDocument chasing
Missing documents chased politely and persistently until they arrive, with a person handling any pushback.
Workflow automationReading and summaries
Long documents read and summarized with the source page or clause shown, for a professional to check.
Document and inbox processingTime capture
Billable time found in the week’s calendars and email, drafted as entries for each person to confirm.
AI drafting with approvalPrecedents and policies on hand
A knowledge assistant over your precedents, templates and internal policies, respecting file permissions.
Knowledge assistants for your team
Software you probably run
- Clio
- PCLaw
- Karbon
- CaseWare
- Applied Epic
- QuickBooks Online
- Xero
- Microsoft 365
We connect to what you have. Names only; we aren’t partners of any of them.
The line we hold
What stays with you
- Legal, tax, financial and insurance advice stays with your professionals. AI gives none.
- Your obligations to your regulator stay with your firm. We build to your process.
And in every industry, AI never does these alone:
- Move money, or promise it
- Send the first message to anyone in your name
- Set a price or a quote
- Make a legal commitment
- Answer a complaint
- Delete records or make bulk changes
- Make an exception to your own rules
Walk us through a typical job.
Five short steps. We’ll tell you honestly where a system would help, and where it wouldn’t.
Start a project