AI Automation for Professional Services
Law firms, accounting practices, real estate agencies, and insurance offices — you sell expertise. AI lets you spend more time on high-value work and less time on administrative grind.
What We Automate
These are the highest-ROI automations we deploy for professional services businesses.
Document Review & Contract Analysis
AI reads contracts in minutes, flags risks, extracts key clauses, and compares against your preferred language. Your associates focus on strategy, not paper-shuffling.
Client Intake & Onboarding
Automated lead capture, qualification questionnaires, conflict checks, document collection, and engagement letter generation. New clients onboard in days, not weeks.
AI Bookkeeping & Tax Prep
Automated transaction categorization, bank reconciliation, anomaly detection, and advisory report generation. Free your accountants to focus on high-margin advisory work.
AI Receptionists & Policy Processing
AI handles inbound calls, extracts data in real-time, auto-updates your AMS, processes certificates, and manages submissions — 24/7 without missing a beat.
Real Estate Automation
AI-powered lead scoring, listing description generation, showing scheduling, tenant screening, and comparative market analysis. Close more deals with less admin.
Ready to Automate Your Professional Services Business?
See how professional services firms are saving 15+ hours per week. Book a free 30-minute discovery call and we'll show you exactly where AI fits.