Lawyers and accountants
An hour of a specialist is expensive, and routine eats it every day. Documents are parsed automatically, search runs across your own base, and drafts are prepared for review.
What people usually arrive with
What we do
Document intake and parsing
Source documents and contracts are read, completeness is checked, and the data is entered into the books.
Search across your base and case law
An answer with a link to the specific document or clause, rather than a recollection.
Document drafts
Standard contracts, letters and applications are assembled to a template and go to a specialist for review.
Call handling
Voice takes the enquiry, records the substance and books a consultation.
Deadlines and reminders
A calendar of filings and hearings with reminders that do not depend on memory.
Receivables
Payment reminders to clients by segment, with escalation.
What this looks like in practice
Typical scenarios in this area: what people arrive with and what we do about it. These are not named client cases, the confirmed work is collected in the portfolio.
- Situation
- Client source documents were entered by hand, and in season an extra person was hired.
- What we do
- Documents are read and reconciled, and the accountant works the exceptions.
- Situation
- Finding the right clause in their own base took half an hour.
- What we do
- An answer with a link to the document and the clause, with access limited by role.
- Situation
- Standard contracts were assembled from scratch every time.
- What we do
- A draft from a template with the client's details, which the lawyer reviews and signs.
The questions we get most
Book a thirty minute conversation
Pick a time that suits you. We will talk about how the process works today and where it breaks