AI implementation for law, accounting, and advisory firmsYour best inquiry this week may be the one nobody followed up with in time.
Slow replies to inquiries, consultations that start cold, staff chasing the same documents. As your AI implementation partner, we fix the one costing your firm the most in six weeks. Your professionals keep every judgment call.
Based in Austin, Texas. Working with service businesses across the US.
Where the work leaks
Inquiries wait
Qualified prospects reach out after hours or when intake is busy, and wait too long for a next step.
Consultations start cold
Prospects arrive without the information your team needs for a productive first meeting.
Documents get chased, again
Staff and professionals spend hours requesting the same documents and checking whether clients followed instructions.
Partners approve routine work
Senior people become the approval point for coordination that should not need them.
From first inquiry to paid engagement
Every project follows one workflow end to end. These are the places it usually leaks.
- InquiryCall, form, or referralLeak: slow response
- Qualification and consultationFit, conflicts intake, first meetingLeak: unprepared consults
- EngagementAgreement signed
- Information gatheringDocuments and client detailsLeak: document chasing
- Professional workYour people, your judgment
- Billed and paid
Where we start, by practice
Each kind of firm gets its own workflow, language, and measures. A law firm and an accounting firm do not leak in the same place.
AI implementation for Law firms
Turn more qualified inquiries into prepared consultations and signed matters without adding more intake coordination.
Inquiry, qualification, consultation, engagement, and document collection
Client Intake and Consultation
- Inquiry response time
- Consultations booked and held
- Consultation to engagement rate
- Days from inquiry to signed engagement
Every practice area gets its own approach. Personal injury intake is not family law intake.
AI implementation for Accounting firms
Give accountants more capacity for review and client work by removing the document chasing and routine coordination around every engagement.
Onboarding, document collection, review readiness, delivery, and billing
Client Document and Review Readiness
- Days to a complete document set
- Engagements waiting on client information
- Staff hours spent chasing documents
- Completion to billing time
AI implementation for Independent financial advisory
Give advisers more time for client relationships and growth by reducing the preparation and coordination surrounding every review.
Prospect intake, onboarding, meeting preparation, service requests, and follow-through
Client Review Preparation and Follow-Through
- Preparation hours per review
- Onboarding time
- Open service requests
- Follow-up completion rate
Professional judgment stays with your professionals.
We build the preparation, reminders, and follow-up around your work. Advice, filings, conflicts, and client-critical communication stay with your professionals. Nothing we build replaces legal, accounting, or investment judgment.
How we protect client confidentiality
- The system runs in accounts your firm owns
- We use only the access your team grants
- A person reviews anything client-facing before it goes out
- You get a written map of every system and document it touches
Inside the six weeks
Week one traces one workflow from first inquiry through qualification, consultation, engagement, information gathering, professional work, and billing, and takes the baseline: response time, consultation and engagement rates, document delays, and professional hours spent on coordination. Then we fix it.
- Week 1: Map and baseline. Short interviews with the people who run the workflow. We map it from first contact to payment and take the baseline number we will move.
- Weeks 2 to 4: Build and test. We build the system inside your current tools, with human review rules for judgment calls, and test it against real scenarios.
- By day 30: Go live and train. The system goes live with your team. Everyone gets training and written instructions for how it works day to day.
- Weeks 5 and 6: Stabilize and measure. We tune the edge cases, fix what real use turns up, and report the first results against the baseline.
On the second call, you will see:
- 1The workflow costing you the most, mapped
- 2What it is likely costing you, with the assumptions shown
- 3What we will build and how it works day to day
- 4The number it should move
- 5A fixed price and the six-week timeline
- 6How quickly it should pay back
What the six weeks include:
- Workflow map and baseline in week one
- The system built inside your existing tools
- Human review rules for high-risk and judgment calls
- Testing against real operating scenarios
- Team training and written operating instructions
- Two weeks of tuning and a first-results report
We only take on a project when the expected first-year value clears the price by a wide margin, and we show you the math.
Time recovery in knowledge work
Avivo Homes is a real estate business, not a law or accounting firm. It shows the method: take a manual, expert-heavy workflow, keep a person in control of the judgment, and give the expert hours back.
Built for businesses where a leak is expensive.
If the numbers do not justify a project, we will tell you on the call.
Owner- or partner-led firm, generally $1 million or more in annual revenue.
Meaningful inquiry or client volume, with intake or administrative staff involved.
Professionals spending real time on coordination, intake, and document chasing.
A decision-maker who will take part in the project.
Start with a free strategy call.
Bring the workflow that keeps costing you. We will tell you whether a 6-Week AI Transformation makes sense and what it would fix first.
Free. You leave with a straight answer, even if it is no.