New matters intake themselves.
Every enquiry screened, matched to the right partner and booked — then the engagement letter chased, the documents collected and the deadlines reminded, automatically. Fee earners bill; the machine coordinates.
Who we deploy for
Accounting and tax firms, law firms, financial planning practices, business advisory firms, migration practices, engineering and architectural consultancies and creative agencies.
The same nine-layer stack, instantiated for your floor.
Every sector starts here — then extends into the agents, workflows and dashboards specific to the industry.
Voice AI
New enquiry intake, consultation booking, proposal follow-up and deadline reminder campaigns
Messaging AI
Engagement documents, information-request checklists, upload links and meeting confirmations
Agentic automation
Enquiry → intake → partner matching → booked consultation → engagement, executed automatically
Document & data AI
Client document intake, classification, extraction and completeness checking at scale
Internal copilot
Fee-earner assistant summarising matter history, outstanding items and precedent material
AI dashboard
Enquiries, consultations, proposal status, engagement conversion and information outstanding
Five agents your practice manager will fight to keep.
Intake & conflict screening
Service, entity, jurisdiction and urgency captured; preliminary conflicts flagged before a human touches the file.
Consultation booking
Matched to the correct partner or specialisation, confirmed and reminded.
Proposal follow-up
Day 3, day 7, day 14 — with objection capture and handover the moment intent shows.
Document collection
Engagement letters chased, onboarding packs assembled, missing items pursued politely and relentlessly.
Deadline & compliance reminders
Lodgement and compliance campaigns across the entire client base.
Executed end to end — not suggested, done.
- Intake capturing service required, individual or entity, structure, urgency, jurisdiction and referral source
- Consultation booking with the correct partner or consultant, confirmation and reminder
- Proposal follow-up ladder at day 3, day 7 and day 14 with human handover on intent
- Engagement-letter chase and onboarding document collection
- Seasonal information-collection campaigns across the client base
- Completion sequence — feedback, review request, referral capture
And the work nobody sees.
- Client information packs assembled automatically from received documents
- Clients with missing or expired compliance information identified automatically
- Time-sensitive matters alerted to the responsible fee earner
Plugs into
Practice management platforms, document management, proposal and engagement tools, accounting and legal software, CRMs and calendars.
If it matters, it's measured.
Scope boundary — stated up front
The AI performs intake, scheduling and information collection only — legal, tax and financial advice stays with the qualified professional. Confidentiality and privilege shape the data architecture, and on-premise deployment is available for firms that require it.
This is one of fifteen sector blueprints on the same stack. See how deployment works →
Your fee earners are doing coordination work.
One call: we map your intake-to-engagement funnel and show you where the hours go back to billable — with the deployment plan in writing.