Smarter Client Systems.
More Billable Hours.
Simple, powerful AI solutions for law, accounting, and financial firms. We automate non-billable tasks like document chasing, freeing up your team to focus on high-value, billable work and client relationships, ultimately increasing profitability.
The Problem We Solve
Lawyers and accountants are drowning in non-billable administrative tasks. Chasing documents, answering repetitive questions, and managing client intake manually eats up valuable time and prevents you from growing your business. It's a high-cost problem that leads to staff burnout and lost revenue.We believe that technology should work for you, not the other way around. We design and build secure AI systems that handle the grunt work, freeing you and your team to do what you do best: provide world-class advice and build client relationships.
How we're different
While many AI providers focus on the technology, our approach is human-centered and built for real-world impact. We don't just build clever features; we deliver tangible business outcomes. Our background in solving complex problems for major corporations gives us a unique advantage, allowing us to bring enterprise-grade security, scalability, and strategic thinking to every project.Our difference is defined by three core pillars:
Experience
Proven at Scale
We bring big-brand CX expertise from major financial institutions and global corporations, a sector where security and compliance are non-negotiable. We apply that same level of rigor and professionalism to your firm.
Expertise
Deep CX & UX Craft
Most tech vendors build features. We build experiences. We don't just create an AI bot; we design a seamless client journey that is professional, empathetic, and builds trust.
Actual value
Outcomes, Not Features
You're not buying a bot. You're buying time back. You're buying increased efficiency. You're buying happier clients. We focus relentlessly on measurable outcomes that directly impact your bottom line.
Our Services
We provide three core services designed to solve your most pressing operational challenges. Each is a packaged solution focused on delivering a clear, measurable result.
START
The Time Saver Suite
Document & Admin Chaser: An AI bot that automatically follows up with clients for missing documents, saving you and your team hours of non-billable time.Deadline Reminder Bot: An intelligent system that sends timely, automated reminders for critical deadlines, ensuring nothing ever falls through the cracks.Proactive Client Updates: A bot that provides real-time updates to clients on their case or tax return progress, drastically reducing inbound "just checking in" calls.
SCALE
The Growth Engine Suite
24/7 Client Intake Bot: An always-on AI solution that handles new client inquiries and common questions, ensuring you never miss a lead and that clients get immediate answers.Plain-English Explainer Bot: An AI agent that simplifies complex legal or financial documents into clear, easy-to-understand summaries that clients love.Client Review Bot: A tool that automates client feedback requests, helping you collect testimonials and identify areas for improvement.
BESPOKE
Custom AI and Strategy
AI Strategy & Roadmap: We partner with your firm's leadership to create a tailored, human-centered AI roadmap that identifies the highest-impact areas for automation.Custom AI Solutions: For challenges that require a bespoke approach, we design and build a custom AI bot or system to solve your unique operational challenge.
Case Studies
We believe in building for real-world impact. Here are two examples of how AI workflow automation helped firms transform their operations.
cx uplift with ai
Regional Law Firm
The Problem: The firm had an inconsistent client intake process across its offices, causing potential leads to fall through the cracks, especially after hours. They needed a unified, 24/7 solution to handle inquiries.
The Frankly Human Solution: We developed a custom Client Intake Bot that qualified and engaged new leads around the clock. The bot automatically collected key details, scheduled discovery calls, and answered frequently asked questions.
The Outcome: The firm captured and qualified 35% more leads by ensuring their intake process was always on. Administrative staff saved 5-7 hours per week on manual data entry and follow-ups, and the firm delivered a consistent, professional first impression.
cx uplift with ai
Mid-Sized Accounting Firm
The Problem: Partners and managers were losing 6-10 hours a week chasing clients for missing documents. This non-billable admin was a major drain on resources and led to staff burnout.
The Frankly Human Solution: We implemented a Document Request Bot that proactively sent personalized, automated reminders to clients. The bot intelligently adapted its follow-up timing and centralized all communication.
The Outcome: The firm reclaimed an average of 8 hours per week for partners and managers, reduced the time-to-completion for key tasks by 30%, and dramatically improved client satisfaction.
Ready to reclaim your time?
No jargon. No stress. Just practical steps to transform your firm.