Boutique law firm (US) · 4 weeks
45m → 2m drafting time
Outcome: Average drafting time for standard documents reduced from 45 minutes to 2 minutes.
For law firms, accountants & financial advisors
Stop letting admin
eat your billable hours.
Hire a vetted AI expert who's worked with professional service firms. Automate client intake, document drafting, and routine correspondence. Fixed price. Delivers in two weeks.
Expert matched in 48 hours · fixed price · escrow protected
Top legal & finance experts
SC
Sofia C.
31 firm projects · contract automation
Available
DL
Daniel L.
24 projects · accounting & tax firms
4-day wait
"Sofia automated our NDA and engagement letter process. What took a paralegal 45 minutes now takes 2 minutes. We recovered 8 billable hours a week from day one."
— Tom W., partner at a boutique IP firm, NYC
The 3 things stealing your billable time
Every professional service firm lives with these. Now there's an affordable fix.
📄
Document drafting eats billable hours
Engagement letters, NDAs, client agreements — every new matter starts with the same manual drafting. AI can generate accurate first drafts in seconds.
📧
Client intake is a back-and-forth nightmare
Collecting information, chasing signatures, setting up access. A new client takes days of admin before real work begins. It doesn't have to.
📋
Routine questions interrupt deep work
"What's the status of my case?" "What documents do I need?" Your team answers these 20 times a week instead of doing the work they were hired for.
What your AI expert will build
01
Contract & document automation
Engagement letters, NDAs, retainer agreements, and standard contracts generated from intake data in seconds. Reviewed by your team before sending — AI does the drafting.
02
Client intake & onboarding flow
Smart intake forms that collect everything you need upfront — conflict checks, scope, contacts, billing. New clients arrive ready to start work, not ready to fill forms.
03
Deadline & task reminder system
AI tracks client deadlines and sends automated reminders to your team and clients. No more missed filing dates, statute of limitations, or quarterly tax deadlines.
04
Client FAQ & status bot
A 24/7 chatbot on your site answers common questions and provides matter status updates. Clients feel informed; your team stops answering the same calls.
Results in this industry
Recent measured outcomes from comparable implementations.
Experts who know professional services
Not general AI freelancers. Specialists who've built for law firms and financial practices before.
SC
Sofia C.
4.9★ · 31 projects · legal automation
Builds document automation and client intake systems for law firms. Familiar with Clio, MyCase, and PracticePanther integrations.
Legal docsClient intakeClio
From £1,500
DL
Daniel L.
4.8★ · 24 projects · accounting firms
Works with accounting and tax practices. Deadline automation, client document collection, and QBO/Xero workflow integrations.
Tax deadlinesDoc collectionQuickBooks
From £1,400
KM
Kate M.
5.0★ · 18 projects · financial advisors
Builds compliance-aware client communication and onboarding flows for RIAs and independent financial advisors. Knows SEC/FINRA constraints.
RIAComplianceClient comms
From £1,800
What legal & finance clients say
★★★★★
"We recovered 8 billable hours a week from day one. Sofia automated our engagement letters and NDAs — what used to take 45 minutes now takes 2. The fee paid for itself in the first month."
TW
Tom W.
IP firm partner · London
★★★★★
"Daniel built our tax deadline reminder system. We had a client miss a filing deadline every season. Last year was the first season in 12 years with zero missed deadlines. He knew exactly what we needed."
JF
Jennifer F.
accounting firm · Edinburgh
★★★★★
"The client intake Kate built is cleaner than what our old wirehouse used. New clients comment on it. And I stopped doing data entry — everything flows straight into my CRM."
AP
Alex P.
Independent RIA · London
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