Industries · Professional services
Bill for your expertise, not your inbox.
Every hour spent chasing documents and booking calls is an hour you can't bill. AI agents handle the admin around the work, and you approve anything that goes out under your name.
For: Accounting and bookkeeping, law, real estate, insurance, mortgage brokers and consultants.
Consultation bookedWed 11 am · intake sent
2 documents chasedT4 and bank statement
Sound familiar?
Where the week goes.
Three common time sinks for professional services firms. None of them need you personally.
- 01
Chasing clients for documents
The work can't start until the paperwork arrives, and getting it means reminder after reminder.
- 02
Leads who aren't a fit
Discovery calls with people who needed something else, or were never going to hire you.
- 03
An inbox that never ends
Status updates, scheduling and "just checking in" emails take hours you can't bill.
What we build
Agents that take the job off your plate.
Every system is built for one business, so this is a starting point, not a package. Each card links to the solution behind it.
- Sales follow-up
Leads qualified, consultations booked
New enquiries get a reply in minutes. The agent asks your screening questions, books the good fits into your calendar and sends the rest somewhere helpful.
- Screening questions you write
- Consultations booked with an intake form
- Follow-ups on proposals
- Back office
Documents collected and chased
A checklist for each client, a secure upload link, and polite reminders until everything is in. Files get named and saved where they belong.
- Per-client document checklists
- Reminders that stop when it's received
- Files named and filed
- Team assistant
Emails drafted for your review
Routine updates, meeting notes and replies drafted in your voice. You read, edit and send, so nothing goes out without you.
- Status updates drafted
- Meeting notes turned into tasks
- Approvals with one tap
- Custom AI tools
Tools for how your firm works
Engagement letters filled from intake, deadline trackers, or a search over your own past work. Built around your process, with access limited to what each agent needs.
- Engagement letters from intake
- Deadline reminders
- Search across your own files
Books too?
Bookkeeping that knows your industry.
Our bookkeeping service has a page for this kind of business: flat monthly pricing, a live dashboard and books closed by the 10th. Already have a bookkeeper? Keep them; the agents work alongside them.
A made-up example
What it looks like in practice.
On the left, the conversation your customer sees. On the right, what the agent actually did with its tools.
What the agent did
- qualify(sole prop, Dec year end)→ good fit
- check_calendar(consult, 20 min)→ 2 slots
- book(Wed 11:00)→ booked
- send_checklist(new sole prop)→ 6 items, upload link
Example conversation. The business, the customer and the details are made up; the tools are the real kind we build.
Real work
No professional services case study yet.
We'd rather show you nothing than make something up. Our case studies so far are a food truck and a tattoo studio, and the same building blocks carry over: answering, booking, follow-up and the paperwork.
Is client information safe?
Each agent only gets the access it needs, sensitive files stay out of the model where possible, and nothing outward-facing gets connected without your say-so.
Will it give advice to clients?
No. It handles scheduling, documents and status questions. Anything that needs professional judgement goes to you.
Can it work with our practice software?
Usually. We connect to common email, calendar, document and practice tools. If something has no way in, we'll tell you at the walk-through.
Other industries
Say hello
Let's see what we can take off your plate.
A free consultation is the easiest way to find out whether AI would help your business, and where to start if it would.
Book a free consultation