Professional Services
Client intake, document work, billing and reporting handled by systems so fee earners stop doing administration.
In a professional firm every hour spent on administration is an hour that could have been billed or sold. The administrative load is also what stops firms from taking on more clients without hiring support staff first, which is the least profitable way to grow.
We automate the work that surrounds the expertise rather than the expertise itself. Intake, conflicts and engagement letters run themselves, documents are read and summarized with the source cited, time capture stops relying on memory, billing and collections chase themselves, and clients get status without anyone assembling an update. The professional judgment stays with the professional.
Where the manual work sits today
- Intake, conflict checks and engagement letters handled by hand for every matter
- Fee earners reading long documents to find a handful of facts
- Time captured from memory at the end of the week, and undercounted
- Billing and collections chased by partners rather than by a system
- Client updates assembled manually, or not sent at all
Programs we run in professional services
Client and matter intake
Enquiries qualified, conflicts checked, engagement letters generated and matters opened without manual setup.
Document review and drafting support
Contracts, filings and case files read, summarized and compared, with every extracted fact linked to its source page.
Time capture and work-in-progress
Activity captured from the systems people already work in, drafted into narratives for review rather than recalled.
Billing and collections
Bills assembled to client-specific formats, sent, and followed up on a schedule until they are paid.
Client reporting and communication
Status, budget and milestone reporting produced and delivered automatically to each client standard.
What changes for the business
- Billable capacity recovered without hiring administrators
- Realization improved because time is captured as it happens
- Faster intake, so fewer enquiries go cold
- Client communication that no longer depends on someone remembering
Systems we typically connect
Questions we hear in professional services
Matter data stays inside the environment you approve, access follows your matter permissions, and no client material is used to train models. Access is logged at the document level.
It drafts and summarizes so a professional can review faster, and it cites its sources. It does not give advice and it is not presented to the client as having done so.
The intake, billing and document programs are the ones small firms feel first, because a single administrator is often the whole capacity constraint.
See what would come off your desks in professional services
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