Professional Services

Your billable hours are real. The unbillable ones are killing you.

Every AI vendor tells professional-services firms they'll automate the busywork, then hands you a chatbot bolted to your website. Your busywork runs deeper than that, it's the re-keyed intake, the document you rebuild from a template every engagement, the follow-up nobody owns.

Find your unbillable hours →

The hours you can't put on an invoice

None of this is the work clients pay for. All of it is what your people do instead.

01

Intake re-keyed

The same client details typed into the CRM, the matter file, and the engagement letter, one field at a time.

02

Documents rebuilt from scratch

The standard filing, proposal, or report reassembled by hand every engagement, from a template someone forgot to update.

03

Follow-up nobody owns

Client questions and next steps tracked across inboxes until one quietly slips.

04

Knowledge that leaves

The senior associate's way of doing things, undocumented, walking out the door when they do.

The routine work, off your professionals' plates

We build around your methodology and the tools you already run, not a vendor's idea of how a firm should work.

Once

Intake to engagement

Client details entered a single time, flowing into your CRM, your files, and your standard documents automatically.

Drafted

Document assembly

Standard filings, proposals, and reports drafted from your templates and your data, ready for a professional to review and sign.

Reviewed

Research and drafting assist

AI that surfaces and drafts, a person who decides, with a human approval gate on anything that reaches a client.

Intake typed once. Standard documents that draft themselves. Follow-up that doesn't live in an inbox. That's where the non-billable hours go first, and where we'd start.

We connect what you have, not sell you more

You've probably already bought a practice-management platform you use a third of. We're not selling you another. We connect what you run and automate the steps between the tools, so the same detail isn't entered five times.

Built around your methodology, so your standards scale without a partner hand-checking every file.

Name the task that eats non-billable time

Tell us where the hours go that you can't invoice. We'll price what it takes to get those hours back, and say so if automation won't.

Find your unbillable hours →