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Professional services

Stop billable people doing unbillable chasing.

In a firm where time is the product, administrative work is the most expensive thing anybody does. Agents take the chasing, scheduling and preparation, and stay entirely away from advice.

“Our most expensive people spend an hour a day chasing documents and arranging meetings.”
The version of this we hear most often

Document and information chasing

The outstanding items a matter is waiting on, chased on a schedule, escalated when they stall. The most reliably unbillable hour in the firm.

Invoice follow-up that respects the relationship

Early, polite, and stopped the moment a client replies or a dispute is flagged. Chasing a client mid-complaint is worse than not chasing.

No advice, structurally

The agent answers from approved firm knowledge and cannot make a claim outside it. Anything resembling advice is escalated rather than attempted.

Confidentiality by scope

An agent reads the matters it was assigned. Matter-level separation is enforced at the record rather than by a filter.

Where to start

The jobs this trade hands over first.

Four that almost every company in this line of work does by hand. Each one is repetitive, has a clear threshold, and stops somewhere a person should still decide.

  • “Chase the documents each matter is waiting on”
  • “Follow up unpaid invoices before they reach ninety days”
  • “Coordinate meetings across several diaries”
  • “Prepare the weekly matter status summary”
Demo data

214 invoices checked this morning. Three need you.

Checked214
Needed nothing203
Handled by the agent8
Need a person3

203 + 8 + 3 = 214. The Finance Manager opened three items, not two hundred.

Also relevant

Let agents handle repetitive finance operations.

The repetitive parts, handled.

Finance

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