Automation for American Professional Services
US professional services firms lose an estimated 30% of potential revenue to unbilled hours and manual admin. From CPA practices navigating IRS deadlines to law firms managing state-bar trust accounting, we automate the repetitive work so your team can focus on billable, high-value advisory. Built for accountants, attorneys, consultants, and financial advisors.
Purpose-Built for US Firms and Compliance
We have automated 30+ professional service firms coast to coast -- from Manhattan practices to Silicon Valley consultancies
Engagement Letter & Contract Engine
Auto-generate engagement letters, NDAs, retainer agreements, and scope-of-work documents pre-populated with client and matter data
- 90% faster document drafting
- IRS and state-bar compliant templates
- E-signature with DocuSign integration
Client Intake & KYC Automation
Digital intake forms with built-in identity verification, conflict checks, and anti-money-laundering screening for US regulatory requirements
- 2-day onboarding becomes 2-hour
- FinCEN and IRS BOI report-ready
- Instant secure client portal access
Billable Hour Capture & Invoicing
Passive time tracking across Outlook, Teams, and matter management systems with automatic invoice drafts in USD
- Recover 15-20% more billable hours
- LEDES and UTBMS billing format support
- Automated AR aging and collections
Firm Performance Dashboard
Real-time insights into realization rates, utilization, origination credit, and client profitability
- Live partner KPI scorecards
- Automated 1099 and W-9 tracking
- Predictive revenue and pipeline analytics
Success Stories from Leading Firms
"During tax season we used to drown in W-2 and 1099 intake. Automation cut our client onboarding from 2 days to 2 hours, and revenue is up 18% with the same headcount."
Regional CPA Firm
55 staff, Chicago, IL
"Engagement letter and NDA generation that took associates hours now takes minutes. Our realization rate improved by 12% and trust-account reconciliation is fully automated."
Mid-Market Litigation Firm
30 attorneys, Dallas, TX
Common Challenges We Solve
IRS & State-Bar Compliance
Automated IOLTA trust-account reconciliation, IRS e-file tracking, Circular 230 due-diligence checklists, and SOC 2-ready audit trails -- all without manual overhead.
Scale Without Adding Headcount
In a tight US labor market where CPAs and associates are hard to recruit, automation lets you grow your client base without proportionally increasing payroll.
Revenue Leakage & Write-Offs
The average US firm writes off 10-15% of billable time. Passive time capture and intelligent billing ensure every minute is recorded, reviewed, and invoiced in USD.
Seamless Integration with Your Practice Management Tools
We connect and enhance your existing systems - no disruption to your workflows
Clio
Legal practice management
QuickBooks Online
Accounting & payroll
Karbon
CPA workflow
Microsoft 365
Productivity & Teams
Frequently Asked Questions
How does this handle IRS and state-bar compliance?
Our solutions are designed around US regulatory frameworks including IRS Circular 230, state CPA board requirements, and ABA Model Rules for trust accounting. We build in encryption, role-based access, and SOC 2-aligned audit trails from day one.
Can you integrate with Clio, Karbon, or our existing tools?
Yes. We specialize in connecting Clio, Karbon, Practice Ignition, QuickBooks Online, Salesforce, and HubSpot. Your data flows between platforms without manual entry, whether you bill hourly or use value-based pricing.
What ROI can a US firm expect?
Most firms see positive ROI within 60-90 days. Staff save 10-15 hours weekly on admin, and recovered billable time alone typically adds $50,000-$150,000 in annual revenue per partner through improved realization and fewer write-offs.
How do you protect client and case data?
Security is paramount. We use AES-256 encryption at rest and in transit, role-based access controls, and detailed audit logs. All data resides on US-based SOC 2-compliant servers, meeting attorney-client privilege and CPA confidentiality standards.
Ready to Transform Your Practice?
Join 30+ US firms -- from solo practitioners to 100-attorney practices -- already saving 40% on admin and recovering $100K+ in billable time annually