Leads slip through the cracks
Every inquiry captured and followed up, automatically.
// practical AI, in production
The busywork, handled.
AI and automation for law, medical, accounting, and real estate practices. We put the work that eats your week on rails, built with the confidentiality your clients expect.
Built for Law firms / Medical & dental / Accounting / Real estate
// what we fix
Four leaks every busy practice knows.
Chasing money you earned
Time captured, invoices out on time, without the nagging.
You can't see the picture
Your numbers, pulled into one live view.
It runs on one person's memory
Workflows documented, not stuck in your head.
trigger: new_inquiry steps: - capture - draft_reply - schedule guardrails: - pii_redaction - human_review status: running
Follow-up time4 min
No-shows↓ 32%
Hours saved per week
sample data, illustrative
// how we help, by practice
Where we'd start in your world.
Examples of where we'd start. We automate the workflow and connect to the system of record you already trust.
Law firms
- Intake and conflict-check capture
- Engagement letters and document assembly
- Matter and deadline (docketing) tracking
- Time capture that feeds billing
connects to your case system + trust ledger
Medical & dental
- New-patient intake and insurance pre-checks
- Scheduling, reminders, and no-show reduction
- Recall, recare, and referral follow-up
- Claims and statement follow-up
connects to your EHR + clearinghouse
Accounting & bookkeeping
- Client document collection and reminders
- Onboarding and prepared-by-client lists
- Invoice and receivables follow-up
- A live status view for clients
connects to your ledger + client portal
Real estate
- Lead capture and long-cycle follow-up
- Transaction milestones and deadline reminders
- Document collection and e-signature chase
- Closing-checklist coordination
connects to your MLS + transaction system
// the full toolbox
One partner for the whole back office.
Start with the workflow that hurts most, then add the rest as you go. Every piece built around the tools you already use.
Invoicing & billing
Send, chase, and reconcile.
CRM
Contacts and deals kept current.
Lead follow-up
No inquiry goes cold.
Marketing
Campaigns and posts on schedule.
Email management
Triage, draft, and route.
Appointment scheduling
Bookings, reminders, fewer no-shows.
Employee shift scheduling
Bob Wed 9 to 5, Cheryl Tue close.
Payroll-connected onboarding
Wired to your payroll, not replacing it.
Inventory management
Supplies tracked and reordered before you run out.
// where we go beyond off-the-shelf tools
Specialized AI agents
When a stock tool won't do, we build a custom agent for the one workflow that's unique to your business, trained on how you actually work. This is the part a template can't copy.
// the path
One clear path. Start where you need.
01
Assess
Readiness Sprint
A fixed-fee diagnostic that ends in a plain-English roadmap you own.
02
Build
Workflow Automation
One tested, documented workflow, live in two to four weeks.
03
Support
Advisory & Support
We stay on to maintain it and find the next workflow worth automating.
In a hurry? Quick-Deploy configures a proven template in under a week.
Confidential by design.
Privacy, checkpoints, and clear ownership from day one, so nothing surprises you later. The confidentiality your profession requires is built into how we work, not sold as an add-on.
Not sure where AI fits in your practice?
That's exactly where we start. One honest conversation, no pressure.