AI agents for
Accounting and Law Firms

We look at where you lose the most billable time or margin, using your practice management and billing data. For accounting and audit firms that is usually engagement intake, WIP monitoring, or AP invoice resolution. For law firms it is usually client intake, conflicts checks, or billing narrative cleanup. We recommend one workflow before we start building

No. Your client data stays inside your approved workflow. We do not use it to train our models or any third-party model, public or private.

The first engagement is a fixed $20K Value Sprint: one workflow, one KPI, one integration, and a working agent handling live work by week three, with a KPI baseline and result you can take to the partner board. Phase 2 is production rollout, and its budget review sits on the calendar before Phase 1 starts. If the numbers do not earn Phase 2, you keep the agent, the code, and the configuration that Phase 1 built.

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You do. Your firm owns the repository, the prompts, and the configuration from day one, with an open architecture, so another team could take it over if you ever needed that.

The benefit firms come to us for first is recovered capacity. Your team stops formatting intake files and cleaning billing narratives, and those hours return to client work. Realization improves as weak narratives surface before a partner signs the bill, and your firm receives a working agent in three weeks with code it owns outright.

Week three, you get a working agent. We run the KPI review against the baseline set at kickoff, then put the phase-two budget decision on the calendar before the sprint starts. That way a three-week sprint doesn't turn into an open-ended pilot. Numbers hold, we scope production. Numbers don't, you keep the agent, the code, and the baseline data.