Professional Firms
Lawyers, accountants, and consultants lose billable hours to administrative tasks. We deploy an assistant that screens and logs every new inquiry, schedules meetings, and keeps document checklists per case. It adds a deadline calendar with reminders and meeting summaries ready to review. It is administrative and operations support: it never gives legal or professional advice. Your team reviews and approves what matters, and the assistant hands off to a person when appropriate. From there, the same stack scales into a Role Co-pilot for your operation.
— VSOL — condiciones de servicio
The problems
Every new inquiry interrupts a professional. An assistant handles intake, scheduling, and document checklists — your team decides.
Intake eats billable hours
Every new inquiry goes through a professional: repeated questions, incomplete data, and meetings that go nowhere.
Documents arrive in dribs and drabs
I chase the client for every certificate and power of attorney; the file comes together at the last minute.
Deadlines that depend on memory
Critical dates live in each partner's head; a missed deadline is expensive.
Meetings without a record
What's agreed in each meeting stays in notebooks; nobody turns it into tasks.
Our solutions
Professional Firms
Automatic intake and triage
The assistant logs every inquiry, gathers the key details, and routes it to the right professional. It identifies itself as AI and never gives legal advice.
Scheduling and document checklists
It books meetings and requests pending documents from the client, with a checklist per case type.
Deadline calendar
Every critical date is logged, with staggered reminders to the people responsible.
Meeting summaries
Minutes and agreements ready to review; your team approves before anything leaves the firm.
Related services
Chat Agent: serve and sell 24/7
Sell while you sleep
AI secretary for your business
Acts within rules
Internal process automation
Running on its own
Role Co-pilot: an AI assistant per business function
Augment, not replace
Frequently asked questions
What do you diagnose first in Professional Firms?
We start with the operational pain, usually around Intake eats billable hours: Every new inquiry goes through a professional: repeated questions, incomplete data, and meetings that go nowhere. From there we decide whether the issue is process, data, systems, leadership, or a mix of them before proposing any implementation.
Do we need AI or a new platform to solve it?
Not by default. In Professional Firms, the right answer can be a process change, integration, automation, dashboard, custom software, or no build at all. We only use AI or advanced data architecture when the diagnostic shows it will change the business result.
What could an initial project look like?
A first scope often targets Automatic intake and triage: The assistant logs every inquiry, gathers the key details, and routes it to the right professional. It identifies itself as AI and never gives legal advice. We keep the scope tied to one measurable outcome, clear ownership, and the capacity your team actually has to operate the change.
How does fractional CAIO/CTO support work here?
We act as fractional technical leadership for Professional Firms: prioritizing risks, turning Documents arrive in dribs and drabs into concrete operating decisions, selecting or coordinating vendors when needed, and supervising implementation until the change is working in the business.