AI automation for accounting and law firmsMore clients, same partners
Intake calls, document chasing, status questions and invoicing take billable hours every week. We automate that work following your firm's procedures, and every question that counts as advice stays with your professionals.
What waiting costs
Every hour spent chasing documents is an hour you can't bill.
Partners do intake calls, chase clients for paperwork and check portals by hand.
- Deadlines slip while files sit incomplete.
- Hiring another assistant just to keep up eats the margin.
- Clients feel the delay, and they talk about it.
Playbook
Where your first automation pays back fastest
Client intake
Today
First calls are spent collecting basic facts and documents.
With AIgenica
Sales automation collects matter type, urgency and background, and books the meeting.
Prepared first meetings
Document chasing
Today
Staff email clients again and again for the documents a file needs.
With AIgenica
Polite automatic reminders run until the file is complete, and documents are filed.
Files complete on time
Client portals and deadlines
Today
Someone logs in to tax and government portals to check what is due.
With AIgenica
A browser automation checks the portals and sends one summary of what is due and received.
Every deadline in view
Firm knowledge
Today
Associates ask partners where templates, checklists and precedents are.
With AIgenica
A private assistant answers from your playbooks and precedents, with sources.
Faster onboarding
Law, tax & accounting
More work used to mean more people. Now your automations take it on.
Your week today
Your week with AIgenica
Partners spend first meetings collecting basic information.
Meetings start with a complete, structured intake.
Deadlines tighten while documents trickle in.
Reminders run automatically until the file is complete.
Templates and checklists take time to find.
The firm's know-how is one question away.
How we guide you
Advice stays with your people
The limits are written so the automation explains your process and collects information, while legal and tax advice stays with your professionals. Every matter reaches the right person with its context attached.
- Separate knowledge per practice area
- Client-only access where needed
- A confidential, EU-based set-up
Your first automation
How many emails does it take to collect one client's documents?
Tell our agent how you onboard clients, which documents you collect and which deadlines you track. It asks the right follow-up questions, and you receive a proposal for your first practice automation within one business day.
FAQ
Answers to the questions owners ask us
Written limits and approved content only: it answers process questions and routes advice to your team.
