A professional services team working through client files
 
AI employee for professional services

An AI employee for the admin inside billable work.

In an accounting, legal or consulting firm the billable hour is measured carefully and the admin around it is not: intake forms chased for a week, engagement letters unsigned, notes written up on Friday, time reconstructed from memory, invoices politely ignored.

An AI employee works that layer on your own systems: your practice management tool, your inbox, your document store, your billing. It follows your process, keeps matter-level separation, and puts anything client-facing in front of a person.

Start on day one: $99 a month for one agent, integrations included, unlimited seats for the firm.

The leak

Where billable capacity quietly disappears

Firms rarely lose hours to the work itself. They lose them to the handoffs, and then write off the difference.

Today
  • Intake documents chased one email at a time, per client
  • Engagement letters signed days after work starts
  • Notes written up at the end of the week, from memory
  • Time entries reconstructed before invoicing
  • Overdue invoices chased when someone notices the ageing report
→
With an AI employee
  • Documents requested, tracked and escalated on a schedule, per matter
  • Signature status checked daily, work released only when the letter is back
  • Notes drafted from the recording or the meeting, filed to the matter
  • Time captured as work happens, with a narrative a partner can edit
  • Overdue invoices chased in your tone, with the ledger attached

The firm keeps the advice, the judgement and the relationship. The agent keeps the process moving.

The work

The eight jobs firms hand over first

Each role is scoped to a process you already have, with the limits written down before it runs.

Intake and document collection

Checklists issued per matter, documents requested, receipt tracked, and the client escalated politely when something is missing.

Engagement letters

Letters generated from your template, sent for signature, chased on a schedule, and the matter flagged until the signed copy is filed.

Notes and file notes

Meeting transcripts turned into attendance notes, decisions and next actions, filed to the right matter in your house style.

Time capture

Work logged as it happens from calendar, email and document activity, with narratives drafted for a fee earner to approve.

Deadline diary

Statutory and internal deadlines loaded once, reminders at the intervals you set, and a weekly forward view for each owner.

Billing and collections

WIP reviewed before month end, invoices drafted from approved time, and overdue balances chased with the ledger attached.

Proposals and RFPs

Tenders assembled from your past responses, boilerplate refreshed, gaps flagged for a partner rather than invented.

Deliverable QA

A house checklist run before anything leaves: cross-references, names, dates, versions, and the items only a reviewer can sign off.

A day in the firm

A Tuesday in a twenty-person practice

One agent across the firm, with matter-level separation and one approvals queue.

07:45

Diary

Today's deadlines, filings and meetings per owner. Two items at risk, both flagged with the reason.

09:15

Intake

Eleven open matters checked. Four missing documents chased, two escalated to the relationship partner.

11:30

Notes

Three meetings written up and filed. Fee earners edit names and one conclusion, then approve.

15:00

Time

Yesterday's activity turned into draft entries with narratives. Six need a decision on how to code them.

17:30

Billing

Month-end WIP list prepared, four invoices drafted, three overdue balances queued for a chase tomorrow.

The line

What stays with the professional

Advice, privilege and money decisions do not get delegated to software. The process around them can.

DecisionWho owns it
Advice, opinions and recommendationsThe qualified professional, always. The agent assembles the file, it does not advise.
Anything client-facing on a live matterApproval queue by default, with the matter owner named.
Fees, write-offs and scope changesYour team. The agent reports the WIP and the variance.
Regulatory and compliance judgementsYour team. The agent collects and tracks documents, it does not decide adequacy.
Final review before deliveryYour team. The agent runs the checklist, a person signs it off.

Matter-level isolation: separate workspace, separate credentials, separate rulebook where a client requires it.

Every action is logged with the matter, the document read and the approver. Retention follows your policy, not ours.

The maths

The maths against a practice administrator

One recovered billable hour a day is usually the whole argument.

OptionAnnual costWhat it covers
Practice administrator (US, loaded)$48,000 - $65,000The BLS median for administrative support roles was $48,310 in 2025; add tax, benefits and tools.
Outsourced admin support$18,000 - $30,000Part-time hours, a handover cost per matter, and no cover in your busy periods.
AI employee, entry tier$1,188 a year ($99/mo)One agent, day-one self-onboarding, connectors included, unlimited internal seats.
AI employee, AI Go$2,988 a year ($249/mo)Managed onboarding, 200K credits, all 50+ integrations, 2 to 4 week build.

Recovered time is the return: two billable hours a week at $150 an hour is roughly $15,000 a year per fee earner.

Credits are usage, not seats, so the whole firm can work through the same agent.

Top-ups are $50 per 100K credits if a busy month runs past the allowance.

The stack

Fits the systems a firm already runs

Practice management, documents, e-signature and billing stay where they are.

ClioMyCaseActionstepKarbonXeroQuickBooksSageIRISDocuSignAdobe SignOutlookMicrosoft 365SharePointGoogle WorkspaceDropboxiManageNetDocumentsTeamsZoomSlackStripeGoCardlessCompanies HouseHMRCAirtableNotion

More than 50 pre-built integrations, any system with an API, and browser automation for portals and registries that have neither. See the full catalogue.

Has an API

Practice management, accounting and e-signature tools connect natively or through a scoped API connection.

No API, still needed

Registry and portal lookups run in an isolated browser session, credentials in a vault, every action logged.

Custom

Enterprise builds and maintains the connector, including on-premise document systems.

Getting started

Four weeks, one process at a time

Start with the process that annoys the most people, not the one that sounds most impressive.

1

Day one

Connect the inbox, the calendar and the practice management tool. Pick one role, usually intake or notes.

2

Week one

The agent drafts only. Fee earners correct in plain language and the rulebook sharpens.

3

Weeks two to four

Managed onboarding: we tune the role, the approvals and the escalation rules with your team.

4

Month two

Add the next process. Widen permissions only where the log is clean.

Questions

Firm questions, answered directly

The ones that come up in every partner conversation.

Is client data safe with an agent?

The agent reads only what you connect, writes only where you allow, and logs every action. Where a client requires separation, that client gets its own workspace and credentials. We do not train on your data.

Does it give advice or make professional judgements?

No. It assembles the file, drafts the note and runs the checklist. Advice, opinions and adequacy decisions stay with the qualified professional.

Will it contact clients without approval?

The default is approval. You can allow specific routine messages, such as a document reminder, per matter and per channel, and every send is logged.

Does it work with Clio, Xero and DocuSign?

Yes, those are pre-built, along with the Microsoft and Google stacks. Anything else with an API can be connected.

How does billing work across the firm?

You pay per agent and per credit allowance, not per matter or per seat. A client that needs an isolated workspace is a second agent.

Can it record time from email and calendar activity?

Yes, as draft entries with narratives for a fee earner to approve. It does not post time to the ledger without approval.

What about confidentiality and retention?

Retention follows your policy. Logs are kept to the period you set, and access is scoped to the roles you define.

How long does setup take?

One process is live in a week. A multi-system rollout with managed onboarding takes two to four weeks.

Will it replace my support staff?

No. It removes document chasing, note writing and time reconstruction, which is the work that makes good staff leave.

What happens when it is unsure?

It stops and asks, with the file reference attached. Nothing ambiguous goes out under the firm's name.

Keep reading

Where to go next

The AI employee model

Chatbot, copilot, agent, employee: what the difference actually is. Start here.

For agencies

Client reporting, campaign checks and proposal follow-up. AI for agencies.

For ecommerce

Order status, returns, catalogue and 3PL chase. AI for ecommerce.

The integration catalogue

Every connector, what it reaches and how. See integrations.

Plans

Priced around the outcome, not the hour

One monthly fee, hosting, AI usage and support included, and agents that add on as you grow. Every plan begins with a free assessment and a free first month - so you see it working before you commit.

Every plan starts here

Free assessment. Free setup on AI Go. Your first month free.

No credit card required. We assess the work for free, then stand the platform up on your own systems. AI Go includes free onboarding, migration and setup. Enterprise (Dedicated) is fixed-price: we scope it after the free assessment and confirm the full number before you start. Your first month is free - continue only if you are happy with the results and can see a measurable impact on your revenue and your cost.

Free assessmentFree first callFree setup on AI GoFirst month freeNo credit card required
Our moat

Unlimited properties, units and rooms

On every plan. Add doors, add rooms, add listings - your Brahma bill does not move.

Starter

AI Go

Free 1 month
then $249/month

One agent, one job, live in weeks. The smallest way to see the platform work on your own data.

  • 1 agent included
  • 2 sub-agents included
  • 200K AI credits per month
  • All 50+ integrations included
  • Your branded workspace on the portal
  • Rulebook auto-approvals, with a human queue for exceptions
  • Monthly strategy review
  • 2-week deployment and onboarding
Plus

AI Foundation Plus

$949/month

Heavier operations: more agents, priority delivery.

  • 3 agents included
  • 6 sub-agents included
  • 2M AI credits per month
  • All 50+ integrations included
  • Priority 2-week deployment
  • Priority support
  • Fortnightly strategy review
Enterprise

Dedicated

Custom

Your own instance, on your own domain or subdomain, with your governance - run by us, reviewed by your team.

  • Dedicated instance on your own domain or subdomain
  • Custom sub-agents
  • Custom integrations, built and maintained for you
  • Your choice of AI models and data regions
  • 99.9% uptime SLA and dedicated support
  • Custom governance, SSO, and audit exports
  • Strategy review on demand

All 50+ integrations are included on every plan. See every integration we connect - including the ones we reach through secure browser automation where no API exists.

Every plan includes hosting, AI usage, and support. AI usage is counted in credits and shown live per agent in your portal. One credit is a standard unit of work: a quick task runs 50-150 credits, a standard workflow across two or three systems 250-750, and a deep task such as a report or a document set 1,500-5,000. Unused credits roll over for as long as your plan is active, and you can top up at any time at $50 per 100K credits. Extra agents add on at $249 per agent per month. Every pre-built integration is included, with no per-connector fee; only a custom build is scoped separately. Sub-agents are the specialist workers each agent can call on to finish a job. You get the full number before we start.

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