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Law firms · Accounting · Consulting · Architects

Intake, scheduling, and document review — without burning paralegal hours.

Professional services have two problems: leakage at intake (clients drop off when no one replies fast enough) and partner hours wasted on document grunt-work. Module A handles intake to qualification. Module DI runs contract review with risk flags. Module W collects overdue invoices without spending partner time.

90 → 12 min

Intake time per matter

Document review throughput

cut in half

AR days

Pain points we solve

  • ·Initial client intake takes 45-90 minutes of partner time per matter
  • ·Document review (contracts, leases, NDAs) is high-volume and error-prone
  • ·Conflict checks and KYC happen too late in the pipeline
  • ·AR collection from corporate clients is awkward

Recommended bundle

3 modules

RM 2,499/mo

Module AModule DIModule W

FAQ

Is it SRA / Bar Council compliant?

We don't replace the conflict check or KYC — we surface them to you faster. Final decisions remain with the partner.

Document review accuracy?

Module DI flags + summarises. It never executes a binding action. Your associates approve.

Want this set up for your team?

Book a 20-min demo →