CRM & Follow-Up Automation
Keep your CRM up to date and trigger smart follow-ups based on client interactions and milestones.
Proposal & Offer Generation
Generate tailored proposals, pitches and fee quotes based on templates and client data.
Training & Knowledge Base
Provide associates and staff with an AI coach that answers questions from your internal knowledge library.
Billing & Time Entry Automation
Suggest time entries and descriptions from calendars, emails and documents to reduce admin overhead.
Meeting Notes & Action Tracker
Turn meeting recordings into structured summaries, decisions and follow-up tasks synced to your tools.
Research & Knowledge Assistant
Search internal documents and public sources with natural language questions and cited answers.
Client Intake & Triage Bot
Collect case details via web or chat, qualify leads and route them to the right person or service line.
Document Drafting & Review Assistant
Create first drafts of contracts, reports and memos and highlight issues for review, not from scratch.