Accountants · Law firms
Firm knowledge assistant
Your best people answer the same internal questions all day, and first meetings burn thirty minutes collecting basics. Both come straight out of billable hours.
What it does
- A knowledge assistant trained on your SOPs, templates, and prior work
- Anyone in the firm gets the firm’s answer instantly
- An intake agent that qualifies, collects documents, and summarizes before the meeting
- Meetings start at the interesting part
- Drafts proposals, engagement letters, and meeting recaps
The money math
Straight billable-hour arithmetic: admin hours recovered times your rate. Recover five hours a week at $250 and that is $65,000 a year, without anyone working later.
How an install works: a free 15-minute call finds your leak. The $999 assessment prices the fix. We install it, you own it.