Expense Management Agents for Legal: sort receipts and enforce policy automatically.
Expense Management Agents set up for legal, 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 LEGAL
Teams in legal 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 LEGAL
- Read receipts and statements
- Categorize spend
- Flag policy breaks
- Route for approval
- Sync to accounting
- Report on spend
WORKS WITH YOUR STACK
- Clio
- Twilio
- Google Calendar
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 legal say
“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.”
“We handed over logins on a Monday and the agent was handling client intake and triage by the end of the week. Inside 60 days first-pass contract review went from three days to same-day. For what it costs, it's the best money we spend.”
“We tried building this ourselves and gave up after three months. They had the expense management agent running inside our own tools in days. Since then we collect on invoices 17 days sooner, and any change we ask for is done that week.”