For Wisconsin Professional Services Firms

AI for Professional Services

Law firms, accounting practices, agencies, and consultancies in Wisconsin lose billable hours to new-client intake, document drafting, and answering the same twenty questions over email. We build AI workflows that handle the unbillable edges — qualifying inbound leads 24/7, prepping engagement letters from intake forms, summarizing long client emails, and surfacing the right precedent from your own past work.

Every build sits beside the tools your team already uses — Clio, QuickBooks, HubSpot, Microsoft 365, Google Workspace — and outputs review-ready drafts a paralegal, associate, or account manager approves before anything goes out. You keep the professional judgment; AI just clears the keyboard work.

Common professional-services builds

• Web chatbot & voice agent for after-hours client intake
• Engagement-letter and proposal drafting from intake notes
• Client-email summarization and triage
• Internal "ask our prior work" search across documents
• Automated meeting recaps and follow-up task creation