Practical AI for CPA, engineering/architecture and law firms — enterprise-tier, inside your own Microsoft 365 or Google tenant.
Partner-led firms living on the tax calendar. AI chases clients for documents automatically, answers 'is my return done?' from your workflow data, and reminds on invoices without a partner making the call.
Project-based fees, SOQs and RFQs, PE-stamped work. AI assembles first-draft proposals from your past-project library and catches out-of-scope requests before they become write-downs.
Intake decides who gets the client. AI answers the 7:40 PM prospective-client call, captures matter and conflict-check details, and books the consult — with a human on anything sensitive.
Retainer plus project revenue. AI drafts proposals and engagement letters in minutes, chases unsigned ones, and keeps firm knowledge searchable by every associate.
Examples of where firms leak time and revenue — not an exhaustive list. Every one is a repeatable process an AI system can take over.
Short calls and 'quick questions' never get recorded; invoices sit until a partner personally calls.
Job-to-Cash →The same 'we still need…' email four times per client, tracked in a spreadsheet or someone's head.
Lead-to-Booked →The receptionist is gone, the attorney is in a deposition, and the caller hires whoever answered.
AI Voice Agent →Every proposal rebuilt from the last one; principals writing the technical approach at night.
Back-Office Automation →The 'small revision' becomes the third redesign and no additional-services request gets written.
Back-Office Automation →How-we-do-it-here lives in partners' heads and thousands of files nobody can search.
Company Brain →Clio's Legal Trends Report finds lawyers bill about 3.0 of an 8-hour day and see roughly 2.4 hours paid, with a median 92 days from work performed to cash. Deltek's Clarity study puts the A&E collection period at 73.5 days. Clio's secret-shopper test found only 40% of law firms answered a prospective client's phone call.
What AI is put in place to deliver — each with the value driver behind it.
Automated reminders and statements; unbilled WIP nudged to partners weekly
Requests chased on a cadence; you only see the ones that need a human
Calls answered 24/7 with intake details recorded
Drafted from your own library and templates
Out-of-scope requests detected; the change-order letter drafted
Firm knowledge searchable with citations to the source document
Illustrative — a few of the applications common in this industry. If yours isn't here, it almost certainly still connects.
A free 30-minute Blueprint call. We map how work moves through your firm and show you where AI would help first — confidentiality and bar/AICPA rules addressed plainly.
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