Your team bills by the hour.
Stop wasting it on admin.
We build AI automation systems that handle client intake, document review, billing workflows, and deadline tracking — so your team can focus on billable work.
Get Your Free Workflow AuditCommon legal & professional services workflow bottlenecks
Client intake is slow and manual
New clients fill out forms, email documents, and wait for someone to manually set up their matter. First impressions suffer.
Document review takes forever
Paralegals spend hours reviewing contracts for key terms, deadlines, and red flags that AI could flag in seconds.
Deadline tracking relies on memory
Statute of limitations, filing deadlines, discovery windows — tracked in calendars and spreadsheets. One miss is malpractice.
Billing and time entry is a bottleneck
Attorneys forget to log time. Invoices go out late. Collections require manual follow-up.
Conflict checks are tedious
Before taking a new client, someone manually searches every past matter. It's slow and error-prone.
Communication with clients is inconsistent
Some clients get weekly updates. Others hear nothing for weeks. No system ensures consistent touchpoints.
Workflows we build for legal & professional services
Automated Client Intake & Onboarding
From initial inquiry to fully onboarded client — digital, automated, and professional.
Client emails docs. Staff manually creates matter, sets up folders, sends engagement letter. Takes 2-3 days.
Client completes digital intake. Matter auto-created, docs filed, engagement letter sent. Done in hours.
AI-Powered Document Review
Extract key terms, flag risks, and summarize contracts in seconds instead of hours.
Paralegal reads 40-page contract line by line. Key terms logged manually. Takes 2-3 hours.
AI extracts dates, obligations, red flags, and key terms in under 10 seconds. Human reviews summary.
Smart Deadline & Calendar Management
Every deadline tracked, calculated, and escalated automatically — across all active matters.
Deadlines entered manually into calendar. Reminders depend on whoever set them. Risk of malpractice.
Deadlines auto-calculated from filing dates. Escalating reminders sent to responsible attorney and backup.
Automated Billing & Collections
Time entries prompted, invoices generated, and follow-ups sent — all without manual intervention.
End-of-month scramble to reconstruct time entries. Invoices sent late. Collections require manual emails.
Daily time entry prompts. Auto-generated invoices on schedule. Smart collection sequences for overdue accounts.
Ready to automate your legal & professional services workflows?
15-minute call. We map your biggest bottlenecks and show you exactly what automation would save.