Industry 04
Law firms, accounting practices and other professional firms sell judgment, and lose hours to intake, document handling and chasing clients. We build systems that do the gathering and the first drafts, and leave every professional decision to your people.
The day-to-day work that eats the week, before anyone gets to the work that grows the business.
Each system is built around how your team already works. It starts read-only, then drafts, then acts with approval, and a person signs off wherever a mistake would matter.
Answers new inquiries day or night, collects what your intake form asks for, gathers the names your team needs for a conflict check and books a consultation. It is set up to decline legal, tax or financial questions and hand them to a person, and a person decides which clients and matters to take.
Works with tools like
Reads the documents clients upload, pulls the fields you need into your practice or tax software, and flags anything unclear for a person to check. Nothing is filed without review.
Works with tools like
Keeps a live list of what each client still owes you, sends polite reminders on the schedule you set, and stops as soon as the item arrives.
Works with tools like
Drafts summaries, memos and routine letters from the file on your firm's templates. A lawyer or accountant reviews and edits every draft, and nothing reaches a client unreviewed.
Works with tools like
Drafts a short update from what changed in the matter or engagement, so clients hear from you before they call. A person approves each update before it is sent.
Works with tools like
Suggests time entries from calendar, email and document activity for each professional to confirm, then prepares draft invoices for review.
Works with tools like
Tool names are examples of software that businesses in this field commonly use, not partnerships or finished integrations. We connect to what you already run, and confirm each connection in the written proposal.
Want a number for your own team? Run your week through the Hours Back calculator
How It Could Look
Picture an accounting practice in the run-up to a filing deadline, with client uploads arriving at all hours. The extraction step pulls the figures into the workpapers and flags a blurry statement for a person to check. The chaser reminds the clients who are still missing documents, and skips the ones who uploaded that morning. The partners spend their evenings reviewing returns instead of hunting for paperwork.
Book the free 20-minute Time Audit. Our founder will walk through your intake, document flow and client chasing with you, and tell you straight where a system fits and where it shouldn't.
Running a business like this? Ask me what a system could take off your plate.
AI assistant, can make mistakes
Hi, I'm the Charm and Strange Concierge, an AI. In Law, Accounting and Professional Services, a lot of the week tends to go to answering and screening new inquiries before anyone knows whether the matter or client is a fit. Is that where yours goes, or is it something else?
The Concierge is typing
AI assistant. It can make mistakes; our founder confirms everything on the Time Audit. Please don’t share personal or sensitive details. What you type is deleted after 24 hours (30 days if you book); a de-identified copy may be used to improve our services and AI (see our privacy policy).
