Professional Services (lawyers, accountants)
One place for every lead
Enquiries triaged, engagement letters generated, consultations booked and matters tracked — for law, accounting and advisory firms.
Built by the same Auckland engineering team that designs PCBs, embedded firmware and test-and-tag programmes.
Billable hours are lost to unbillable admin
New enquiries need triage before anyone can quote.
Without an automated triage, staff spend time deciding how to respond.
Engagement letters and intake forms are re‑typed every time.
Duplicating documents eats into billable work.
Clients ask for status updates that take longer to write than the work.
Manual updates delay progress on matters.
Set up for a firm
We load the professional‑services pack
Clients, matters or engagements, practitioners, documents, with NZ or Australian settings.
We connect your site, forms, chat and email
All inbound channels feed into the same system.
It runs
Enquiries scored and triaged, consultations booked, engagement letters generated and signed, matter stages tracked, client updates sent.
What the pack includes
AI Lead Scoring
Triages enquiries by matter type and urgency.
Deal Pipeline as a matter pipeline
Enquiry → Consult → Engaged → In progress → Complete.
AI Documents
Engagement letters and intake forms generated from the record.
Smart Bookings
Clients book consultations directly.
Client portal
Secure access to documents and matter status.
Lifecycle emails
Onboarding, check‑ins, year‑end reminders, sent from your own address.
What you actually see
A view of the matters dashboard.
- Side navigation shows active Matters
- Rows display status and actions
- AI‑generated documents ready to send
Questions we get asked
Is client information kept confidential?
Each firm's data is isolated to that firm, with staff roles set by us; we'll walk through access in the demo.
Does it give legal or accounting advice?
No. It handles intake, documents, bookings and follow‑ups; the advice is yours.
Can it work for other advisory firms?
Yes — consultants, financial advisers and similar use the same pack with adjusted fields.
Spend the hour on the matter, not the admin
Bring an engagement letter template to the demo.