Small law firms, accounting, design, consulting.
3-20 partners or principals. $150-$500/hour billable rates. Every hour spent on intake, scheduling, AR follow-up, or document review is a direct revenue leak.
Where it breaks.
- Intake competes with billable work and loses, so leads wait hours for a reply.
- The same agreements get read from scratch every time one arrives.
- Chasing invoices is partner work that partners will not do, so it does not happen.
A site that qualifies before it books — a logic form that asks what a partner would ask, so the first reply is useful rather than a request for more information. What a build includes
Matter tracking, time, and billing usually live in separate systems that a person reconciles. The application-shaped fix is the integration between them, with the rule for what wins on a conflict written down and signed off before anyone codes it. How we build applications
Start with Sales Qualifier + AR — Sales Qualifier handles inbound and books fit-calls; AR chases overdue invoices politely and consistently so partners don't have to.
Add next: Contract Review, for firms handling repetitive NDAs, MSAs and vendor agreements. Executive Assistant, for senior partners drowning in inbox. See the walkthrough
If the leak is at the top of the funnel, start with the audit and the site. If it is in the follow-up, start with the bot.
Does the bot send anything to a client without us seeing it?
Contract Review never sends without explicit lawyer sign-off on every flagged section. The approval gate is the product.
Whose voice does the outbound go out in?
Yours, from your domain, on templates you approve during onboarding and can edit any time.
Is anything privileged going through a model?
Read the security model — it sets out exactly what the models see and what they never see, and the additional restrictions on document-heavy bots.