Expense Management Agents for Law Firms: sort receipts and enforce policy automatically.
Expense Management Agents set up for law firms, connected to your tools and run by your rules. Rent the ready-made version and go live within hours, or get a custom build live in 5 business days.
SEE IT WORK
- New in inboxA document arrives for processing
- AgentRead receipts and statements
- In your toolsCategorize spend
- DoneFlag policy breaks
THE PROBLEM IN LAW FIRMS
Teams in law firms lose hours and revenue to work that expense management agents can handle. We build the agent around your process, so your people spend their time on the work that needs a human.
WHAT IT DOES FOR LAW FIRMS
- Read receipts and statements
- Categorize spend
- Flag policy breaks
- Route for approval
- Sync to accounting
- Report on spend
WORKS WITH YOUR STACK
- Clio
- Twilio
Connected to your systems and set up for your compliance rules. Live in 5 business days.
Book a meeting with us nowThe proven version, live within hours, with a 30-day money-back guarantee.
Get the agent nowQuestions
How fast can it go live?
The ready-made agent goes live within hours. A custom build for your workflow goes live in 5 business days.
Does it fit our tools?
Yes. It connects to tools like Clio and Twilio, and to anything else through a secure API.
Is our data handled properly?
Data is encrypted and every action the agent takes is logged. Compliance status: confidential.
What teams in law firms say
“Before the expense management agent, chasing late payments took a full day every week. Now it handles that around the clock, it caught $42,000 in duplicate invoices in the first quarter, and my team spends its day on work that needs a person.”
“I didn't trust it until I watched it handle 24/7 intake on our busiest day of the year without a single complaint. Our paralegals got back 10 hours a week each. If you're comparing options, book the call.”
“If you're on the fence, book the call. We were live within the week, and we haven't paid a late fee since. My only regret is that we waited a year to do it.”