Intake summaries
Turn a call note or intake form into a clean matter summary with the facts, parties, and dates pulled out.
INDUSTRY · LAW & ACCOUNTING
Professional services
A model that writes in your firm's voice and knows your matter files.
THE DAILY GRIND
What eats the week today.
- New client intake notes get retyped into three different systems.
- Engagement letters are rebuilt from an old Word file every time.
- Someone spends an afternoon sorting a client's document dump.
- Billing narratives get written at 9pm from memory.
- Deadlines live in one partner's head and one paper calendar.
WHAT YOUR MODEL HANDLES
Trained on your files. Put to work on your queue.
Engagement letters
Draft the letter from your own templates, with scope and fee language already matched to the work type.
Document review and sorting
Read an incoming folder, label every file by type and date, and flag what's missing.
Billing narratives
Convert time entries and notes into billing language that matches how your firm writes it.
Client email drafting
Draft replies in your firm's tone, citing the right file, ready for a partner to approve.
Deadline tracking
Pull dates out of orders, contracts, and filings and keep a running list of what's coming.
A WEEK IN NUMBERS · ILLUSTRATIVE
6–10
Hours of admin per week
typical example
12
Intake files handled per day
typical example
−70%
Draft-to-approve time
typical example
Figures above are illustrative examples of the kind of change our clients aim for — not reported results.
THE FIVE POINTS
How we'd get there
Let's map the repeat work in your professional services week.
Thirty to forty-five minutes, no pitch. If automation isn't worth it for you, we'll say so.