AI Built for
Professional Services
Your team loses 10-30% of billable hours to manual time tracking, data re-entry across systems, and administrative overhead. We automate the busywork so your professionals can focus on billable, high-value work.
Problems We Solve for Professional Services
10-30% billable hours lost
Attorneys and consultants routinely fail to capture billable time due to manual tracking across fragmented tools.
5-10 disconnected systems
Client data must be re-entered into practice management, billing, and document systems separately.
Hours on compliance
Trust account reconciliation, regulatory reporting, and client conflict checks consume valuable staff time.
Email overload
Critical client communications get buried in inboxes, leading to missed deadlines and slow responses.
Systems We Connect With
Do not see your system? We integrate with most platforms that have an API. Ask us about yours.
Choose Your Professional Services Package
All packages include implementation, training, and support. Start with Essentials and upgrade as you see results.
Associate
- AI-powered client intake forms
- Email triage & smart routing
- 1 workflow automation (scheduling or data entry)
- Basic time-capture reminders
- QuickBooks or Xero sync
- Email + chat support
Integrations
Partner
- Everything in Associate
- Intelligent time capture (calendar, email & doc monitoring)
- Contract clause flagging & review
- 3 workflow automations
- Trust account reconciliation alerts
- Clio or MyCase integration
- Monthly strategy call
Integrations
Managing Partner
- Everything in Partner
- Predictive case analytics
- Custom AI document review
- Unlimited automations
- Multi-system orchestration (Clio + QBO + 365)
- Dedicated account manager
- Quarterly business reviews
Integrations
Common Professional Services Questions
Not Sure Which Package?
Book a free 30-minute discovery call. We will discuss your professional services business, understand your tools and challenges, and recommend the right starting point.
Book a Free Discovery Call