AI for law and accounting practice founders, connected to the tools you actually use.
Pull every active matter or engagement from Salesforce, check Gmail for threads that haven't had a client response in more than 10 days, and draft a status-update email for each stalled matter in the partner's voice — referencing the last action taken and the next step.
Run our weekly AR aging report from QuickBooks — show me every client invoice outstanding beyond 30 days, group by 30/60/90+ buckets, and draft a collections follow-up email for each bucket with escalating firmness as the aging increases.
Check all DocuSign envelopes sent in the last 60 days that are still pending signature — group by client and document type, identify which ones are blocking billing or file opening, and draft a polite follow-up email for each unsigned document.
Build this week's deadline tracker for all active matters and engagements — pull court dates, filing deadlines, and tax deadlines from Notion, sort by days remaining, and create a Slack-ready summary flagging anything due in the next 7 days with the responsible attorney or CPA next to each.
Scan Gmail for all new client intake inquiries received in the last 5 business days, check each against our conflict list in Notion, route cleared leads to the right practice area, and draft an intake acknowledgment email for each qualified prospect.
Calculate last month's billable hours by attorney or CPA — pull from QuickBooks time entries and Google Calendar client meetings, compare against each person's target, and draft a utilization summary for the managing partner with flag for anyone more than 15% below target.
Find every client engagement in Salesforce that renews in the next 90 days, check the profitability of each in QuickBooks, and draft renewal outreach emails for the top 10 by revenue — leading with the value we delivered this year rather than just the renewal date.
Search the web for any regulatory updates or new IRS guidance issued in the last 30 days relevant to our practice areas in Notion, summarize the key changes in plain language, and draft a client alert email I can send to the relevant client segments via Gmail.