An accountant, a lawyer and a consultant all sell hours. Every hour spent retyping, hunting for a document or answering the same question again is an hour that does not get billed.
For professional firms AI pays back fastest on incoming documents and on recurring client questions. Invoices, statements and contracts are read from a photo or PDF and fill the fields themselves, with mandatory confirmation for anything uncertain. In parallel, the questions a client asks every month — what do you need from me, when is the deadline, where is my document — get an answer immediately from your own documentation, so the phone rings for things that need your judgement.
ProblemA client sends photos of invoices in a chat app, and somebody retypes them all day.
SolutionThe document is read, fields are filled, and anything uncertain is set aside for review. Through a portal the client sends directly, no chat app involved.
DeliveredDocument inbox with review and export into your software.
ProblemThe same client asks every month where their report is and how much they owe.
SolutionThe client sees their own documents, obligations and deadlines, with access by account.
DeliveredClient portal with documents, statuses and messages.
ProblemVAT, tax, filings, extensions — a missed deadline is paid for, and often out of your pocket.
SolutionAn obligations calendar per client, with a named owner and advance warning.
DeliveredDeadline view per client with reminders.
ProblemThe answer exists in a contract or an opinion from two years ago, and it cannot be found.
SolutionSearch by meaning across your contracts, opinions and correspondence — you ask a question and get the document and the paragraph.
DeliveredInternal search over your archive, with nothing leaving the firm.
ProblemThe invoice went out, 45 days have passed, and the reminder gets written by hand when somebody remembers.
SolutionThe system tracks due dates and sends reminders on your schedule — first gentle, second firmer, third with your signature.
DeliveredReceivables register with automatic reminders.
ProblemThe same type of email gets written again, and worded differently every time.
SolutionA draft from your own earlier replies and your tone, which you refine instead of starting from a blank page.
DeliveredTemplates and drafts inside your mailbox.
In accounting and law the first reaction is that a machine must not decide. Correct — and it does not. What runs here is transcription and retrieval, two jobs where a person makes more mistakes the longer the day gets. Anything below the confidence threshold goes for confirmation, and the opinion and the signature stay yours in every case.
For a firm handling other people's finances and other people's cases, where data travels is not a technical detail but a condition of doing business. So for sensitive parts we use processing that never leaves your infrastructure, and for the rest we define exactly what is sent and what is retained. That is agreed before anything is set up.
We count how many hours a month go on data entry and on answering clients.
Almost always incoming documents — that is where the repetition is.
Built on your document types and your software.
Manual entry stays until accuracy is measured on one client's real documents.
Then the client portal and deadlines.
That depends on what is agreed, and it is defined before anything is set up. For sensitive parts there is processing that stays on your infrastructure. If an external service is used, exactly which data is sent, how long it is retained and whether it is used for training are all specified.
On clean printed documents, very. On a photo of a crumpled receipt, less so. That is why the confidence threshold is adjustable and everything below it goes to a person.
No. It sits in front of it and feeds it clean data. The software stays where it is.
It does not have to. Messages with documents can be received and processed automatically, leaving the portal as an option for those who want order.