Billable hours, not admin hours
AI agents for consultancies, law firms and advisory teams — from client intake and billing support to first-draft document preparation that gives your fee-earners their time back.
Why professional services teams need help today
Client intake is manual and repetitive
Gathering the same background information, conflict checks and engagement details for every new client takes time away from billable work.
Billing and time tracking chase everyone down
Compiling hours, chasing narrative descriptions and preparing invoices at month-end is a recurring drain on partners and support staff alike.
Document drafting starts from a blank page every time
Standard letters, engagement terms and first-draft memos take longer than they should when every one starts from scratch.
Client questions interrupt focused work
Routine status questions from clients — 'where are we on this?' — pull fee-earners out of deep work throughout the day.
An AI agent that clears the admin around your expertise
Your AI handles client intake, drafts routine documents from your templates, assembles billing narratives from time entries and answers routine client status questions — so your fee-earners spend more of the day on billable, expert work.
What your AI agent handles
Client intake and onboarding
Collects background information, engagement details and required documentation from new clients before the first meeting.
First-draft document preparation
Drafts engagement letters, standard correspondence and memo outlines from your templates and firm precedents, ready for review.
Billing narrative and invoice support
Compiles time entries into clear billing narratives and prepares draft invoices for partner review each billing cycle.
Client status Q&A
Answers routine 'where are we on this' questions from clients using matter status and timeline data, freeing fee-earners for deep work.
Meeting and deadline coordination
Schedules client meetings, tracks matter deadlines and sends reminders to the right people before dates are missed.
Impact you can measure
Maintenance depends on company size, integrations and system complexity.
Impact validated during intake against your current workflow.
Routine status questions answered without interrupting fee-earners.
Client intake and routine questions handled outside office hours.
Indicative figures based on previous customers. Actual results vary per business and implementation.
Frequently asked questions
Give your fee-earners back their billable hours
Deploy an AI agent that handles intake, drafting and billing admin — so your experts focus on client work.
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