Professional Services
AI that manages the business side so you can focus on client work.
Automated client tracking, billing, project oversight, and business development — built for firms where billable hours matter and admin work doesn't generate revenue.
Capabilities
What the AI agent handles for your firm.
Connects to your practice management, CRM, billing, and project tools. Monitors daily. Keeps partners informed.
Client Activity Monitoring
Tracks engagement across all active clients — last contact, open projects, upcoming deadlines, billing status. Flags accounts that need attention.
Automated Time & Billing
Monitors project hours against budgets, generates invoice drafts, tracks payment status, and flags scope creep before it becomes a write-off.
Project Pipeline Tracking
Visibility across all active engagements: who's working on what, which projects are on track, which are at risk, and what's coming in the pipeline.
Business Development Alerts
Monitors for signals that existing clients might need additional services. Tracks contract renewals, expansion opportunities, and referral patterns.
Document & Deliverable Management
Tracks document status across engagements — what's been delivered, what's in review, what's overdue. No more chasing down file versions.
Utilization & Capacity Planning
Monitors team utilization rates and forecasts capacity. Tells you when to hire, when to say no to new work, and which team members have bandwidth.
The Problem
Partners bill $300/hour but spend half their time on admin.
Every hour a partner spends on billing, scheduling, or chasing project updates is an hour not spent on client work or business development. For a 3-partner firm, that's easily $200K+ in lost billable revenue annually. AI handles the admin so your highest-value people do highest-value work.
Get Started
Run your firm like it has an operations team.
We'll connect to your practice management tools and have AI monitoring your clients, projects, and pipeline within two weeks.