Done For You

Done-For-You AI Automations for Law, Accounting & Agencies

Client intake, document chasing and time capture done for you, so billable hours stay billable. Each automation is built, connected and run for you, live in 3 to 6 weeks.

Client Intake & Engagement Letters

Every prospective client answered, screened and sent an engagement letter

A prompt, useful first reply. Prospective clients get an acknowledgment and next steps quickly, with a booking link for a consultation, instead of waiting until someone clears their inbox.
Conflicts cleared before work starts. Every new party name is searched against your client and matter records, and a matter cannot move forward until a lawyer or partner records the conflict decision.
Letters out the same day as the decision. Engagement letters are drafted from your approved templates with the right scope, fee terms and parties, so the reviewer edits and approves rather than writing from scratch.

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Client Document Collection

Client documents collected, checked and filed without weeks of chasing

Complete files before preparers start. Each return or engagement reaches a preparer with its checklist marked complete or with a clear list of what is still outstanding.
Chasing that runs on its own. Clients get specific, friendly reminders about exactly what is missing, and staff step in only for clients who need a call.
A live view of the season. Partners see which clients are complete, partial or silent, so they can plan workload and extensions early instead of in the final week.

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Time Entry & Billing

Billable time captured as the work happens and turned into clean invoices

Work recorded while it is fresh. Draft entries appear during the day from real activity, so timekeepers confirm and adjust instead of rebuilding a week from memory.
Clearer narratives, fewer write-downs. Entries describe the actual task in your firm's style and the client's billing guidelines, so reviewers spend less time rewriting before bills go out.
Faster, calmer billing runs. Pre-bills are assembled on schedule with missing time flagged early, and approved invoices sync to your accounting system without re-keying.

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Included add-on

Executive Ask: ask your business anything

One plain-English assistant connected to every system you run: CRM, helpdesk, ERP and accounting, HR, inbox and docs. Leaders get sourced answers in seconds and can trigger actions with approval. It respects everyone's existing permissions and logs every answer.

See Executive Ask

Ask it, for example

How many new inquiries came in last week, and how many are still waiting for a first reply?
Which clients have not uploaded anything yet, and how many reminders have they had?
Which timekeepers have the most unapproved draft entries this week?

Live in 3 to 6 weeks

1
Week 1
Discovery and access
We map the workflow with your team, agree the outcomes and KPIs, measure today's baseline and get secure access to your tools.
2
Weeks 2–3
Build and connect
We build the agents and connect your systems, with your rules, approval steps, permissions and logging.
3
Weeks 3–5
Test and pilot
We test on your real history, then run a pilot on live work while your team reviews what the agent does.
4
Weeks 4–6
Go live and hand over
We roll out in stages, train your team, hand over dashboards and runbooks, and keep improving it with you.