Finance Agents for Legal: close the books faster with fewer errors.
Finance 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
- AgentCategorize transactions
- In your toolsReconcile accounts
- DoneFlag anomalies
THE PROBLEM IN LEGAL
Teams in legal 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 LEGAL
- Categorize transactions
- Reconcile accounts
- Flag anomalies
- Prep reports
- Chase missing info
- Keep an audit trail
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
“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 it caught $42,000 in duplicate invoices in the first quarter, and any change we ask for is done that week.”
“We started with client intake and triage. A month in, after-hours intake calls turned into 11 signed matters last quarter. We added document collection after that, and I can't picture running the place without it now.”
“I was the skeptic here. I'd been burned by software that promised a lot and needed babysitting. Thirty days after the finance agent went live, we haven't paid a late fee since. Now I'm the one asking what we automate next.”