AI Agents for Law Firms, Accounting Firms and Consultants
Your expertise is what clients pay for. Let agents chase the paperwork so your hours go to judgment, not logistics.
Watch it work
Your week planned and your invoices chased
Two missions professionals hand off first.
Demo simulation with sample data. Your agents are built for your own tools.
Law, accounting and consulting
AI agents for firms that sell expertise by the hour
If your firm bills for judgment, every hour spent chasing a signed engagement letter or re-sending a document checklist is an hour of expertise left on the table. We build narrow AI agents for law firms, accounting practices, consultancies and other professional offices that handle intake, scheduling, document collection and reminders, and never cross into advice.
Where the hours go
The billable day is shorter than it looks
Clio's 2025 Legal Trends Report offers a sobering benchmark for legal practices, and many accountants and consultants will recognize the pattern in their own calendars.
According to Clio's benchmarks, the average law firm utilization rate in 2025 was 38%. The rest of the day disappears into work that has to get done but rarely gets billed:
- Intake calls and forms from prospective clients, many of whom are not a fit.
- Calendar coordination for consultations, signings and client meetings.
- Document chasing for tax organizers, bank statements, IDs, contracts and discovery materials.
- Reminder emails about deadlines, missing items and unpaid invoices.
- Status questions from clients who just want to know where things stand.
Estimate what that costs your own practice with the time-back calculator.
The non-negotiables
Agents organize. Professionals advise.
That boundary is built into the instructions, the test scenarios and the approval rules. It also matters for professional conduct obligations: in many professions, giving advice creates responsibilities that only a licensed person should take on. Your firm still sets and owns those policies; we design agents to stay inside them.
Confidentiality
Agents work inside your systems and accounts wherever possible, and see only the data their job requires.
Access controls
Role-based permissions mean the intake agent can't open client files, and the reminder agent can't read case notes.
Audit trail
Messages and actions are logged so your team can review what was sent, when and to whom.
See our data handling and approval guardrails for the full picture, and bring your firm's security requirements to the Blueprint so we can design around them.
A new matter, step by step
From first inquiry to a ready-to-review file
Notice what the agent does not do: it doesn't decide whether to take the matter, run the conflict check itself or discuss fees beyond what you publish. It gathers, organizes and schedules, then hands a person a clean file.
For a solo practitioner, that might mean waking up to two booked consultations and their intake summaries instead of six voicemails. For a multi-partner firm, it can mean each inquiry reaching the right practice group automatically, with the intake answers already attached and nothing sitting in a general inbox over the weekend. Either way, your team spends its first hour of the day reviewing prepared work rather than reconstructing it from scattered messages.
By profession
How the same agents fit different firms
| Law firms | Accounting firms | Consultants | |
|---|---|---|---|
| Intake | Practice-area questions, conflict-check details | Entity type, filing needs, prior-year info | Project scope, timeline, budget range |
| Scheduling | Consultations, signings, court-date reminders for staff | Tax-season appointments, quarterly reviews | Discovery calls, workshops, check-ins |
| Documents | Contracts, IDs, evidence uploads | W-2s, 1099s, statements, receipts | Data exports, org charts, briefs |
| Reminders | Missing documents, unsigned engagement letters | Organizer deadlines, extension notices | Deliverable reviews, renewals |
The roles live mostly in our operations squad and admin and finance agents, with the receptionist squad covering your phones.
Recommended lineups
Starter squad: intake, calendar, documents
Appointment Setter (Specialist)
Books consultations and meetings by matter type and professional, sends confirmations and reminders, and handles reschedules.
Document Intake Agent (Specialist)
Sends checklists, collects uploads through your secure portal, labels files and reports what is still outstanding.
Inbox Triage Agent (Scout)
Sorts the shared inbox by client and urgency, drafts routine replies for review and surfaces anything time-sensitive.
Give your staff the paperwork relief first
Open the Factory with the Document Intake Agent loaded and build from there.
Add document intake Talk to a humanBigger squad for multi-professional firms
Growing firms often layer on the AI Receptionist (Specialist) for phones, the Invoice Reminder Agent (Scout) for aging receivables, the Bookkeeping Prep Agent (Specialist) for categorizing transactions ahead of review, the Onboarding Agent (Specialist) for new client packets, the Daily Briefing Agent (Scout) for deadlines, and a Commander Agent (Commander) to route work by practice group. Five or more agents qualify for estimated volume pricing. Our guide to sizing an agent team can help you decide where to stop.
Tax season, with help
Before and after for a busy practice
Without agents
- Staff spend mornings returning "did you get my documents?" calls
- Organizers go out late and come back incomplete
- Consultations are booked by phone tag
- Invoices are chased only when cash gets tight
With agents
- Clients get status updates on what is received and what is missing
- Checklists and reminders go out on a schedule you set
- Clients book their own slots from real availability
- Reminders run steadily, with escalation to a person when needed
The client experience
Faster responses without sounding automated
Prospective clients often reach out at a stressful moment: a contract dispute, an IRS letter, a business decision that can't wait. When they hear nothing for a day, many simply contact the next firm. When they get a calm, clear acknowledgment and a booked consultation, they feel taken care of before they ever meet you.
That first impression is where an intake agent earns its place. It is designed to:
- Acknowledge promptly, any hour, in language your firm approved.
- Set expectations honestly, explaining that a professional will review the inquiry and what happens next.
- Collect only what is needed for a conflict check and a productive first meeting, without asking for sensitive details that belong in a privileged conversation.
- Offer real appointment times instead of a promise to call back.
- Stay courteous when it can't help, for example when a matter is outside your practice areas, with a polite note and any referral resources you choose to share.
For existing clients, the most common call is some version of "where are we?" A status agent can answer from the milestones your team has marked complete, like "we've received your documents and your return is in review," without exposing case notes or offering opinions. Those calls stop interrupting the professionals doing the work, and clients stop wondering whether anyone remembered them.
Responsibility
What stays human at the firm
Professional judgment is the product, so it never moves to an agent. That includes deciding whether to accept a client, clearing conflicts, setting and negotiating fees, every piece of advice and every filing, signing anything, and handling a distressed or upset client. Agents may draft an email for review; a professional decides whether it goes out. If you want to understand why we keep agents this narrow, read what an AI agent army actually is.
Fees for the agents themselves
Pricing and engagement
Scouts start from $1,500 per agent to build and own, Specialists from $3,500 and Commanders from $7,500. Prefer monthly? Subscribe-to-Own starts at $149, $299 and $599 per agent plus a one-time setup fee with Agent Care included. A $750 Agent Blueprint maps your intake, calendars, document flow and security needs, and is credited toward your build within 60 days. Integration with practice management, document management and accounting software is scoped in writing after the Blueprint. Choose Done-For-You, Co-Pilot with your IT team, or a documented Handoff. The pricing overview has every detail.
Reclaim the hours between billable ones
Load the operations squad and keep only the agents your firm needs.
Load the operations squad Talk to a humanFAQ
Frequently asked questions
Can an AI agent give legal or tax advice?
No. Our agents are built never to give legal, tax, financial or medical advice. When a question moves toward advice, the agent tells the person a professional will follow up and routes it to your team.
What can AI agents do for a law firm?
They can handle after-hours intake with questions you approve, gather conflict-check details for staff, book consultations, send document checklists and secure upload links, track what is missing, and send reminders. Attorneys keep every decision about accepting matters and giving advice.
How do you protect client confidentiality?
Agents work inside your systems wherever possible, use role-based permissions so each agent sees only what its job requires, and log their actions for review. Your firm's security requirements are captured in the Agent Blueprint and designed into the build.
Do the agents work with accounting and practice management software?
Agents are designed to connect to the tools you already use, such as practice management, document management, calendars and QuickBooks. Each connection is scoped in writing after the Blueprint.
What does an AI agent cost for a professional firm?
Build & Own starts from $1,500 for a Scout, $3,500 for a Specialist and $7,500 for a Commander. Subscribe-to-Own starts from $149, $299 and $599 per month (plus a one-time setup fee) with Agent Care included. Deployment is quoted after the $750 Blueprint.