AI for law · accounting · insurance
Intake that fills itself. Clients who stop calling for updates.
The work clients pay for is judgment. The hours they don't pay for — retyping intake, returning “any update?” calls, chasing documents — are exactly what I automate, with narrow access and a documented data flow.
Built around your shopScoped after discoveryVisible rules + activityAccepted work is yours
Where the week actually goes
Work you should not have to keep catching.
The useful starting point is not “use AI.” It is recognizing the moment that repeatedly costs time, money, or a customer.
“Any update on my case?” calls interrupt the work the client is actually paying for.
Document chasing burns paralegal hours a sequence could handle politely and relentlessly.
Follow-ups happen after hours, because that's the only time nobody's calling.
A likely first proof
Intake + status updates, handled
One form fills the file — client answers once, everything lands structured where it belongs. Then clients get proactive status updates in your firm's voice at the moments that matter, and the “any update?” calls quietly stop.
After the first win
Other leaks worth plugging.
Start narrow enough to prove the value. Expand only when the first system has earned the right to connect more of the operation.
Document chasing
Missing documents get requested, re-requested, and logged — politely, on schedule, without a paralegal touching it.
Deadline digests
A morning brief of every date that matters across active files, assembled while you slept.
First-draft correspondence
Routine letters drafted in your firm's voice, waiting for review — not written from scratch at 7 PM.
Partners want grounding before committing? A half-day Team AI Workshop for up to ten people is the firm-wide version of a straight answer—hands-on, on your actual workflows, at your office.
NOT READY FOR A CUSTOM BUILD?
Start with one AI tool and one real task.
A one-on-one setup session can configure the right tool, test one useful workflow, and leave reusable instructions in accounts you control. Team working sessions are available too.
Fair questions
What owners ask before we talk.
Direct answers, including the parts that matter after the build is finished.
What about confidentiality and privilege?
Confidentiality is an architecture and vendor decision, not a blanket claim. Before anything runs, we map what data leaves each system, use the minimum necessary access, review provider retention and training terms, and agree on human approval boundaries. If the workflow cannot meet the firm's requirements, it does not go live.
We bill hours — doesn't automation cut against that?
It removes the hours you already can't bill: intake retyping, status calls, chasing. What you do with the recovered time — more matters or more margin — is your call.
What does it cost?
It depends on the workflow. After a short call, you get a written scope and one flat quote before work starts. A smaller workshop or tightly defined first step is often the best place to begin. Each custom phase has agreed deliverables, completion checks, and a written payment schedule. In-scope defects are corrected during the agreed review window.
START WITH THE BOTTLENECK
Fifteen minutes. Straight answers. No pitch.
Tell me where the week goes. I will tell you what is worth fixing—and sometimes the honest answer is nothing yet.