Client intake
Asks new enquiries the right questions, collects the details you need for your conflict check and books a first consultation.
Law & accounting · AI agents
AI agents for law and accounting firms
Client intake, document collection, deadline reminders and status updates, handled by agents that follow your procedures. Your professionals keep the advice and sign off what matters.
Founded by Narek Maloyan and Tigran. Based in Yerevan, Armenia. Narek built the #1 agent on SWE-bench Verified (70%, May 2025).
PH
Peter H.Email · year-end documents
Example · fictionalHi, what do you still need from me for the annual accounts?
10:04Hello Peter. We have your bank statements and sales invoices. We still need the purchase invoices for October to December and the car lease contract. You can upload them through your client portal link.
10:05OK. When is the deadline?
10:09The deadline for your accounts is at the end of next month. To leave time for review, please send the documents within two weeks. I will send you a reminder a few days before.
10:09For your team
Client file · 2 documents missing
- Q4 purchase invoices and lease contract requested
- Reminder scheduled in 10 days
Names, dates and details are invented for illustration.
Typical tasks
Client intake✦Collecting documents✦Deadline reminders✦Status updates✦Booking consultations✦Sorting incoming mail✦
Use cases
Agents for the work around the work
Partners and staff lose hours to intake calls, chasing papers and “any update?” emails. These agents take that part.
Document collection
Sends clients a clear checklist, tracks what has arrived, flags what is missing or unreadable and sends reminders.
Deadlines and reminders
Reminds clients about deadlines and their part of the work, and reminds your team about internal dates.
Status updates
Answers routine questions about where a matter or a filing stands, using your notes, and drafts updates for your team to send.
Incoming mail and documents
Reads incoming emails and documents, files them under the right client and matter, and pulls out key dates and amounts.
Example workflow
From new client to a complete file
An example flow, set up around your procedures.
Step 01
Enquiry
The agent collects the basics and books a consultation.
Step 02
Engagement
Your team checks fit and conflicts and agrees the engagement. The agent sends the checklist.
Step 03
Documents
It collects, sorts and checks documents and chases what is missing.
Step 04
Your professionals work
The file is ready for review. Advice and sign-off stay with your team.
Where the line is
Advice stays with your professionals
The agent handles
- Intake questions and first replies
- Checklists, collection and reminders
- Factual status updates
- Sorting mail and pulling out dates
A person stays responsible for
- All legal and tax advice
- Accepting clients and conflict checks
- Reviewing and signing off work
- Fees, disputes and complaints
The agent does not give legal or tax advice. Confidentiality comes first: we agree with you what it can see, where data is stored and who can access it.
What we build
What we build for firms
Start with one part, or combine them. Everything connects to the tools you already use, where they allow it.
Client intake agent
Answers enquiries on your website and by email, asks intake questions and books consultations.
Document and deadline agent
Collects and sorts documents, chases missing items and keeps clients and staff on track with deadlines.
Clear firm website
Services, team and the fees you publish as clear text, schema.org markup and an enquiry form linked to the agent.
How we start
From first call to a working assistant
Step 01
A 20-minute call
You tell us where the time goes. We point out the one task an assistant could take first.
Step 02
We map one task together
We write down the steps, the rules and the moments where a person should say yes.
Step 03
Build and test in 2–3 weeks
We build the assistant, connect it to your tools and test it on real examples with you.
Pricing
Agreed per project
First assistant
Start hereOne task, one assistant. The easiest way to see if it works for you.
- A call to find the right first task
- Mapping the steps and rules with you
- Building and testing the assistant
- Going live within 2–3 weeks
You pay only if the assistant saves your team time.
Book a 20-min callFAQ
Questions we often hear
Does the AI give legal or tax advice?
No. It handles the administrative part: questions, documents, reminders and updates. Anything that needs professional judgement goes to your team.
How do you handle confidentiality?
We agree with you exactly what the agent can access, where data is stored and who can see it, and set it up in line with GDPR and your professional obligations. Nothing goes live until you are comfortable with it.
Can it work with our practice software?
Often, but it depends on the software and the access it allows. We look at your tools on the first call and tell you honestly what can be connected and what cannot.
Is it only for large firms?
No. It is built for small and mid-sized firms, where a few people handle everything and admin eats into billable time.
How long does it take, and what does it cost?
Your first assistant is ready in 2–3 weeks. The price is agreed per project after a short call, and you pay only if it saves your team time.
Let’s talk
Which admin task costs your firm the most hours?
Tell us how intake and document collection work today. On a 20-minute call we suggest one first agent.