Industry

AI for accounting and law firms

AI drafts, checks and files the routine work that fills a practice's week, from client document requests to first-pass contract reviews, while partners keep the sign-off.

use cases: 30
tools: 8

Book a free consultation See the top use cases

known issues

Where the time goes today

Staff chase clients for the same missing documents every month and every tax season.
Billable time goes unrecorded because file notes are written days later.
First-pass document review uses senior time that clients will not pay for.
Knowledge sits with a few senior people, so juniors wait for answers.

start here

Top use cases

The jobs we would usually look at first for accounting and law firms, best first.

Legal and compliance
```
 ._______. 
 |=== ~ x| 
 |=== - v| 
```
Contract review against a playbook
Reads incoming contracts, compares each clause with your playbook, and drafts tracked-change redlines and a risk note for your lawyer to approve.
Agent
Company-wide
```
 ____      
|==  | (o) 
|____|    \
```
Document search and Q&A
Search contracts, manuals, specs and past files by asking a question, and get an answer that quotes the exact page it came from.
Custom app
Finance
```
 .---.     
 |INV|=>[#]
 '---'     
```
Invoice capture and posting
Supplier invoices are read from the inbox, matched to the right supplier and account, and drafted as bills in Xero or QuickBooks for a person to approve.
Automation
Finance
```
BANK  BOOKS
 |  <=>  | 
 +--[ok]-+ 
```
Bank and payment reconciliation
Bank lines, Stripe payouts and card settlements are matched to invoices and bills, with suggested matches and a short list of what still needs a human eye.
Agent
Finance
```
       !!! 
    !!  |  
 !  |   |  
```
Collections follow-up by risk
Overdue invoices are sorted by risk and each customer gets a reminder that fits their history, written in your tone and sent after a person signs off.
Agent
Company-wide
```
.--------.
| ask me |
'-.------'
```
Company AI assistant on your own knowledge
A private assistant in Slack, Teams or the browser that answers staff questions from your own policies, files and wikis, with a link to the source.
Company assistant
Legal and compliance
```
 .------.  
 | NDA  |  
 '-~~x--'  
```
Standard NDA drafting
A simple form that builds a ready-to-sign NDA from your approved template, fills in the parties from your CRM and sends it out through DocuSign.
Custom app

23 more entries

More use cases for accounting and law firms

Sales
```
.-------.
| QUOTE |
|___$___|
```
Proposal and quote drafting
Turns call notes and site details into a priced first-draft proposal using your own templates, rate card and past wins, ready for a salesperson to check.
Agent
Sales
```
.--.  who?
|AC|  why?
'--'  next
```
Pre-meeting account briefs
Before each sales call, reps get a one-page brief on the account: who is attending, past emails, open deals, support issues and recent company news.
Company assistant
Marketing
```
<title>~~~
 .-.  ~~~~
( q ) ~~~~
```
SEO page creation and refresh
Finds the search terms your customers use, drafts new service and location pages, and refreshes old pages that are slipping, all from your own facts.
Agent
Marketing
```
@ @ @ @ @
 \ | | / 
[A][B][C]
```
Lead enrichment and segmentation
Adds company size, industry and role details to new contacts, sorts them into the right segments and routes them to the right nurture list or salesperson.
Automation
Marketing
```
" claim " 
  ? -> [v]
  ? -> [x]
```
Brand and claims checks before publishing
Checks ads, emails and web copy against your brand rules and the advertising rules for your sector, and flags risky claims before anything goes live.
Custom app
Customer service
```
  .---.  ) 
 ( ### )(  
  '---'  zz
```
Inbound and after-hours voice agent
A voice agent picks up calls your team can't, answers common questions, books jobs or appointments and texts urgent details to whoever is on call.
Voice/chat agent
Customer service
```
 :)  :|  :(
 ----.     
     '--> !
```
Sentiment and churn-risk alerts
Reads support conversations for frustration and cancellation signals, and alerts the account owner while there is still time to fix things.
Automation
Customer service
```
+------+
|[x]___|
|[ ]___|
```
Patient and client intake
Intake forms, emails and scanned documents are read, checked for gaps and entered into your practice system before the first appointment.
Automation
Customer service
```
[1]>[2]>[3]
 ok  ..  .
   next ->
```
New customer onboarding
Each new customer gets a tracked onboarding plan: kickoff booked, documents and data collected, setup steps chased, and stalled accounts flagged.
Agent
Finance
```
 [x][x][x] 
 [x][x][ ] 
  close >| 
```
Month-end close support
A close workspace that tracks every task, flags odd balances and drafts accruals and variance notes, so the month closes on time with fewer surprises.
Custom app
HR and people
```
  o--o--o  
  |  |  |  
 d1 w1 m1  
```
Onboarding plans
Each new hire gets a first-weeks plan built for their role, with accounts, equipment, intros and training booked across your tools before day one.
Agent
HR and people
```
 = = = = = 
  \ | | /  
   [sum]   
```
Performance review summaries
Managers get a balanced first draft of each review, built from goals, feedback and one-to-one notes, with every point linked to its source.
Custom app
IT
```
.---------.
| ******  |
'--> [ok]-'
```
Helpdesk agent for password resets and access requests
A chat agent in Slack or Teams that verifies staff, resets passwords, clears lockouts and routes access requests to the right approver.
Voice/chat agent
IT
```
$ seats    
[#][#][ ]  
[#][ ][-]  
```
License and SaaS spend audits
A purpose-built dashboard that matches every software charge to real logins, flags unused seats and duplicate tools, and lists renewals before they bill.
Custom app
IT
```
  ><(((*>  
 ~~~[!]~~~ 
  [hold]   
```
Phishing report triage
Checks every email staff report as suspicious, explains the verdict, and pulls matching copies from other inboxes once your IT lead agrees.
Agent
Legal and compliance
```
 Q: leave? 
 A: s.7.2  
 [cited]   
```
Policy Q&A with clause citations
Answers staff questions about your handbook, policies and procedures in plain words and quotes the exact clause each answer comes from.
Company assistant
Legal and compliance
```
  ((o))    
  _|_ new  
 [digest]  
```
Regulatory update digests
Watches the regulators and sources you follow, filters out what does not apply, and sends a short weekly digest linked to the policies affected.
Automation
Legal and compliance
```
 [v] [v]   
 [v] [ ]   
  >> audit 
```
Audit evidence collection
Gathers screenshots, exports and sign-offs for each audit control from your systems, labels them and flags gaps before the auditor asks.
Agent
Leadership
```
 _______  
|BOARD  |]
|PACK___|]
```
Board pack assembly
AI gathers the month's financials, KPIs and department updates into your board pack template, drafts the commentary and tracks what is still missing.
Agent
Leadership
```
[x] decide
[ ] assign
[ ] follow
```
Meeting decisions and action tracking
Every decision and action from your leadership meetings is logged with an owner and a due date, then chased in your task tool until it is done.
Automation
Company-wide
```
 o   o   o 
/|\ /|\ /|\
-- notes --
```
Meeting assistant
AI joins your client and internal calls, writes accurate notes, drafts the follow-up email and files the summary in your CRM or shared drive.
Agent
Company-wide
```
      [3] 
   [2]    
[1]       
```
AI training and adoption programs
Hands-on AI training built around your team's real tasks, with a shared prompt library and a practice assistant so new habits last beyond the workshop.
Company assistant
Company-wide
```
o   ->[#]
/|\ ->[#]
/ \ ->[#]
```
Know-how capture from long-serving staff
Experienced staff answer guided interviews; their know-how becomes searchable notes and how-tos the rest of the team can ask questions of.
Company assistant

integrations

Tools we connect to

Systems businesses like yours commonly run. Wherever it can, the AI works inside the tools your team already uses. If yours is not listed, ask: most tools with an API can be connected.

Xero Practice Manager
Karbon
Clio
LEAP
Xero
QuickBooks
iManage
Microsoft 365

cd ..

Other industries

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Working with teams in the United States, United Kingdom and Australia.

.-------------------------.
| > what should AI do     |
|   for your business?    |
|                         |
| $ triage the inbox_     |
'-------------------------'