Industries · Professional services
AI for firms that sell expertise under delivery pressure
Law, accounting, advisory, and other practice-led firms sit on repetitive intake, document, and follow-up work that still pulls attorneys and partners into the queue. We automate the structured pieces so skilled time stays on billable judgment.
The pressure
Utilization targets, proposal crunches, partner review bottlenecks, and associates quietly pasting client material into consumer tools. You need leverage and confidentiality architecture—not a novelty chatbot on the intranet.
Where we start
- Client intake and engagement paperwork
- Proposal and RFP response assist from approved prior work
- Project delivery memo and status drafting with partner review
- Checklists and timed follow-ups with clear human approval
- Internal research/Q&A on locked knowledge bases
Smaller practices often start with one process via First Automation. Firms coordinating change across teams usually begin with an Assessment and pilot.
Related: First Automation · Assistants · Security
Get leverage without leaking the firm
Tell us whether you need one process fixed or a sequenced program across the practice.