Finance Agents for Law Firms: close the books faster with fewer errors.
Finance 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
- AgentCategorize transactions
- In your toolsReconcile accounts
- DoneFlag anomalies
THE PROBLEM IN LAW FIRMS
Teams in law firms lose hours and revenue to work that finance 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
- Categorize transactions
- Reconcile accounts
- Flag anomalies
- Prep reports
- Chase missing info
- Keep an audit trail
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
“If you're on the fence, book the call. We were live within the week, and we collect on invoices 17 days sooner. My only regret is that we waited a year to do it.”
“I didn't trust it until I watched it handle 24/7 intake on our busiest day of the year without a single complaint. We haven't come close to missing a deadline since. If you're comparing options, book the call.”
“We tried building this ourselves and gave up after three months. They had the finance agent running inside our own tools in days. Since then invoice processing time dropped by about 80%, and any change we ask for is done that week.”