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AI Engineering for Firm Management

We automate billing realization, staff utilization tracking, engagement budgeting, and financial reporting — built and operated for you.

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What We Automate

We don't know every problem in your operation. You do. These are the types of work we engineer AI for. You tell us where it hurts most.

Billing, Payments & Reconciliation

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Your team spends days on billing and collections. We do it in minutes.

time entry review invoice generation collections tracking

Reporting & Consolidation

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Firm-wide data pulled together so partners see one picture.

utilization reports realization analysis capacity planning

Data Entry Automation

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Your team re-types data from one system to another. We eliminate that.

timesheets expense reports budget entries

Risk Detection

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Patterns hiding in your data that your team can't catch at scale. AI finds them.

budget overruns unbilled WIP aging staff burnout signals

Incoming Request Processing

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Requests come in from everywhere in every format. We read, classify, and route them.

new client intake engagement letters proposal requests

Document Generation

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Reports and proposals assembled from firm data automatically.

partner reports client proposals staffing plans
See How We Work →
Case Studies Pricing

Common Questions About AI for Firm Management

How do we start?
We start with a 2-week AI Roadmap. Our engineers spend time inside your firm operations — watching how engagement budgets are tracked, mapping your billing and collections process, measuring your staff utilization reporting cycle. The output is a ranked list of workflows by ROI, with implementation timelines and expected savings. No commitment to build beyond the roadmap.
What does my team do differently on day 1?
Almost nothing. The first workflow runs alongside your existing process — AI processes timesheets or engagement budgets in parallel while your team works normally. Once accuracy is validated (typically 2-3 weeks), we switch over. Your ops team starts managing exceptions instead of processing everything manually. The transition is gradual, not a big bang.
How does this work with our practice management software?
We build on top of your existing systems. We integrate with CCH Axcess Practice, Thomson Reuters Practice CS, Karbon, and every major practice management platform. The AI layer connects your PM system, time & billing, and HR platforms. Your IT team keeps managing infrastructure. We build the automation that sits between your systems.
What about partner compensation and confidential data?
Every workflow we build respects your firm's data security and confidentiality requirements. We implement role-based access controls, encrypt sensitive data, and maintain audit trails. Partner compensation models and client financials are handled with the same rigor your firm applies internally.
How do we measure success?
We define success metrics with you before building anything. Typical metrics: billing realization rate, staff utilization, engagement profitability, and month-end close time for firm financials. We set up dashboards that show before/after in real-time. If the numbers don't improve within 90 days, we fix it on our dime.
What's the total cost for year 1?
Two options. Per Workflow: $25K-$75K per workflow, best for starting with one high-impact process like utilization reporting or billing automation. Dedicated Team: ~$22K/month for 2+ AI engineers embedded in your firm, building multiple workflows continuously. Most firms start with one workflow, prove the ROI, then move to a dedicated team.

Your operations are too complex for manual processes.

Book a free 30-minute AI Assessment. We'll map your highest-volume workflows and show you the 3 processes with the highest ROI.

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