Billable hours bleed into admin nights.
AI built for Aussie law firms, consultancies, agencies and accountancy practices — qualifies inbound, books discovery calls, drafts engagement letters and proposals, chases invoices, and triages the inbox in your firm's voice.
- ✓ Clio · ActionStep · Karbon
- ✓ Engagement letters auto
- ✓ Confidentiality-safe
- ✓ Live in 2–3 weeks
New matter · intake → engaged
Live demo- ✓
Enquiry received
Web form · Thu 11:42pm
- ✓
Qualified + conflict-checked
Estate planning · scope clear · no conflicts
- ✓
Discovery call booked
Fri 11:00am · 30 min · senior solicitor
- 4
Engagement letter drafted
From CRM · standard fee scope · ready to review
- 5
Sent for e-signature
DocuSign · awaiting client
- 6
Matter opened in Clio
Time tracker primed, trust account ready
28%
of an associate's day is non-billable admin.
11d
average enquiry-to-engagement when no one chases it.
22%
of fee notes paid late because no one followed up.
The firm bottleneck
Senior time spent on junior work.
Most professional services firms can't grow because every new client adds admin to people whose time should be billed at $300+/hr. AI takes the non-billable layer off — without expanding the back office.
Slow new-client intake
Enquiry sits in the partner's inbox until Thursday. By then they've engaged someone else.
Engagement letters at 9pm
Re-typing scopes, fees, and disclaimers from CRM data into a Word doc, every time.
Inbox overload
Partners spend 2 hours each morning on email before any real work begins.
Time-entry friction
Lawyers reconstruct timesheets Friday night, hours go unrecorded — WIP leaks every week.
Awkward AR chasing
No one likes the "your fee note is overdue" email — so it doesn't get sent.
Repeat client questions
Same status update requests every week from the same clients. All copy-paste.
What we automate
Eight firm workflows — handled.
New-matter intake & qualification
Captures scope, urgency, budget, decision authority. Conflict-checks against your matter list. Hot enquiries on the partner's phone in <5 minutes.
Discovery call booking
Books into the right specialist's calendar. Sends a prep doc beforehand so the call goes to depth, not basics.
Engagement letter automation
Pulls scope + fee + matter detail from CRM, drafts the engagement letter, sends for e-sign, files to the matter automatically.
Proposal drafting
From a discovery call transcript to a tailored proposal in 15 minutes — your branded template, your fee structure, your scope.
Inbox triage in firm voice
Routine emails drafted by EOD, escalations flagged, FYI archived. Partners see only what needs them.
Time-entry assistant
Watches your calendar, emails, and matter activity. Suggests time entries at end-of-day — you approve in 60 seconds.
Fee note + AR chasing
Sends fee notes on the right cadence. Chases overdue politely. Escalates only when needed. Cashflow forward 2–3 weeks.
Thought leadership content
Practice-area content + city-targeted pages ranking for "[practice area] lawyer [suburb]". Compounds inbound month over month.
A typical Monday
Before. After.
Before
Monday, 8am
- ✕9 new enquiries from the weekend — none triaged.
- ✕3 engagement letters waiting to be drafted from Friday's calls.
- ✕120 inbox emails. Partner starts the day at 7am triaging.
- ✕$47k of WIP unbilled. Time entries from last week incomplete.
- ✕11 overdue fee notes. AR call list untouched.
After
Monday, 8am
- ✓Weekend enquiries scoped, conflict-checked, 4 discovery calls booked.
- ✓Engagement letters drafted overnight, awaiting partner sign-off.
- ✓Inbox down to 6 emails that need the partner personally.
- ✓Suggested time entries waiting in Clio for one-click approval.
- ✓Fee notes chased over the weekend — two paid already.
What it actually moves
Real numbers from real firms.
+9h/wk
billable time recovered per fee-earner
−65%
enquiry-to-engaged cycle time
−18d
average debtor days
+12%
WIP captured (time leak recovered)
Built for every firm
Tuned to your discipline.
Law firms
Conflict checks, engagement letters, matter intake, fee notes.
Accounting practices
Tax-time client doc chase, scope letters, BAS / IAS triage.
Financial advisors
FDS / ROA generation, client review scheduling, FAR-aligned comms.
Bookkeeping firms
Client doc collection, scope and pricing automation, scaling without hiring.
Marketing agencies
Brief → proposal, retainer renewal nudges, client report automation.
Management consultants
Discovery call to proposal, capability deck builders, project ops.
Architects + engineers
Project intake, fee proposals, RFI triage, drawing review chase.
Tech consultancies
Scoping intake, SOW drafting, milestone billing, support triage.
Recruitment agencies
Candidate intake, JD generation, client follow-up, contract chasing.
Logistics consultants
RFQ-style intake, costed proposals, recurring engagements.
M&A advisors
NDA + IM drafts, buyer outreach, deal pipeline reporting.
Property advisors
Brief intake, market scan summaries, settlement comms.
Works with your stack
Plays nicely with the tools you already use.
"I used to spend most of Monday catching up on emails and engagement letters. Now Monday morning starts with five matters already moving. We've grown 30% without hiring another paralegal."
Frequently asked
Firm questions.
Is the 30-minute discovery call free? +
Yes — completely free, no deck or pitch. We use the 30 minutes to look at where billable hours leak into admin and tell you honestly which automation will protect your team's time first.
How much does it cost? +
The 30-minute discovery call is free — no deck, no obligation. After that: audit $3,000–$6,000, build $5,000–$50,000 depending on integrations, and managed retainer $200–$2,000/month.
Will it write replies in our firm's voice? +
Yes. Trained on your existing client letters, emails, and proposals so drafts sound like your firm, not a generic chatbot. Lawyers, accountants and consultants we work with say it picks up tone within the first week.
Is it confidentiality + privilege safe? +
Yes. AU-hosted by default, encrypted in transit + at rest, optional zero-retention mode for matter-sensitive content. Aligned to APP, optional confidentiality and conflict-check workflows built in.
Does it integrate with our practice management (Clio, ActionStep, Karbon, Xero Practice Manager)? +
Yes. Clio, ActionStep, LEAP, Smokeball, Karbon, Xero Practice Manager, HubSpot, Pipedrive, Salesforce — intake, time, billing, and engagement data all sync.
How long until it's live? +
Intake + proposal automation: 2–3 weeks. Engagement letter + billing chase: 3–5 weeks. Full inbox + WIP system: 4–8 weeks.
More billables. Less admin.
Book a free 30-min call — we'll show you where to start.
No deck, no pitch. We audit where your fee-earners' time is leaking and tell you the highest-ROI automation for your firm.