AI employees for professional services firms

What usually breaks

• Intake requests wait in a shared inbox
• Clients ask for status because nobody told them
• Anything sensitive needs a person, and it is hard to tell which threads those are

Amina

Executive & Operations Coordinator

• Triage intake by matter type, urgency, and whether it needs a person
• Draft acknowledgements and status updates from what is actually on file
• Schedule client meetings and send agendas
• Never give legal, tax, or medical advice: those threads are escalated, always

Pendo

Growth & Content Coordinator

• Client newsletters and updates on rule changes, drafted from your own notes
• Event and webinar promotion across LinkedIn and email

Jabari

Growth & Revenue Strategist

• Find the most profitable matter types and clients
• Diagnose intake-to-engagement conversion and referral flow
• A plan for referrals and reactivation, measured in new matters per month

A day in practice

A client asks whether their filing went through. Amina finds the status in the CRM notes, drafts a two-line answer, and holds it. A question about penalties is escalated to the partner with the thread attached.

Works with

Outlook and Microsoft 365planned

Gmailnext

Google Calendarnext

HubSpotnext

Microsoft Teamsplanned

Gmail and Google Calendar are connected today. The rest are marked next or planned. Full list on the home page.

Other segments