AI and automation for accounting, legal and consulting firms.
Clean intake, deadlines never missed and more billable time, with professional judgment where it belongs.
built for
accounting and bookkeeping firms
law firms
consultancies
engineering and architecture practices
→ a priced roadmap in 10 business days, first results in weeks
> 01 / what we hear
Non-billable work is eating the margin
Chasing documents
Clients send what you need late, or not at all.
Deadline risk
Filing and court dates tracked in spreadsheets.
Time leakage
Work done but never billed.
Intake by hand
Engagement letters and conflict checks done manually.
> 02 / the client journey
Where time and money leak, stage by stage
Pick a stage. Each saffron square is a leak we commonly find.
01
Win
what happens
Proposals and engagement.
where it leaks
Proposals written from scratch
✓ the fix
Proposals drafted from templates and discovery notes.
sales/proposal-drafts
moves: win rate
02
Onboard
what happens
Engagement letters, conflict checks, documents.
where it leaks
Manual intake steps
✓ the fix
Intake, conflict checks and document requests tracked.
professional/client-intake
moves: time to start work
03
Deliver
what happens
The work itself.
where it leaks
Documents re-keyed
✓ the fix
Client documents read into your systems.
ops/document-processing
moves: time on admin
04
Deadlines
what happens
Filings and key dates.
where it leaks
Missing documents discovered late
✓ the fix
Deadlines tracked and documents chased early.
professional/deadline-tracker
moves: missed deadlines
05
Bill
what happens
Time and invoicing.
where it leaks
Unbilled time
✓ the fix
Draft timesheets from calendars, email and documents.
professional/time-capture
moves: realization rate
> 03 / the numbers we move
KPIs you already track
Utilization
Realization rate
Days to collect
Missed deadlines
Time to onboard a client
Write-offs
Documents received on time
Client satisfaction
> 04 / built for the rules you work under
Compliance designed in
LSOConflict checks, trust accounting and confidentiality respected (Law Society of Ontario).
CPA OntarioProfessional standards and records supported.
CRAFiling deadlines tracked for every client.
PIPEDAClient information handled to federal privacy rules.
> 05 / where to start
Workflows for professional firms
professional/client-intakeClient intakeEngagement letters, conflict checks and document requests.
professional/deadline-trackerDeadline trackerFiling deadlines tracked, missing documents chased early.
professional/time-captureTime captureDraft timesheets built from calendars, email and documents.
sales/proposal-draftsProposal draftsProposals drafted from templates and notes.
> 06 / questions
Firm partners ask us
Is confidential client data safe?+
Access is restricted, data stays in your systems and every step is logged.
Does AI give advice to our clients?+
No. It prepares and organizes. Your professionals advise.
What happens to the time we save?+
That's your call. Most teams put it into customers, growth and the projects they keep postponing.
How fast can we start?+
A free 30-minute call, then your strategy and priced roadmap in 10 business days. First results are usually live in weeks 3 to 6.
book --discovery-call
Bill for the work you actually do.
You'll leave the call with three things worth fixing, whether or not we work together.