AI automation by industry

AI automation for legal practices

Documents read and filed with every field checked, bills chased, intake triaged.

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AI automation by industry

The three automations that pay back first

Each one is a small, fixed build. A person stays in charge of anything that leaves the building.

  1. Document pipelines

    Contracts, onboarding packs and forms read, checked field by field, filed where they belong, with the systems updated.

    Starts when
    A document arrives or is signed.
    What you get
    Hours of reading and retyping gone, with every field checked.
    Works with
    Google Drive, Notion, HubSpot
    Document pipelines

    One run, step by step

    1. 00:00A signed client agreement arrives from the e-signature tool.
    2. 00:06Parties, term, fees and notice period extracted and checked against the quote.
    3. 00:07Filed in the client folder. Key dates added to the renewals calendar.
    4. 00:08CRM moved to Won. Onboarding project created in Notion from the template.
    5. 00:09Welcome email drafted for the account lead to send.

  2. Invoice chasing

    Chases overdue invoices with a tone that escalates on schedule, answers queries from the ledger, and flags disputes to a person.

    Starts when
    An invoice passes its due date.
    What you get
    Debtor days down, the awkward emails written for you.
    Works with
    Xero, Gmail, Stripe
    Invoice chasing

    One run, step by step

    1. Day 1INV-2291 is a day overdue. A friendly reminder goes out with a payment link.
    2. Day 7Second reminder, firmer, copying the statement.
    3. Day 7The customer replies that the PO number is missing. The agent adds it and resends.
    4. Day 9Payment arrives. Marked paid in Xero. The thread is closed with a thank you.
    5. Day 14Any invoice still open is listed for a human call, with the history attached.

  3. Enquiry triage

    Reads every web form, email and DM, sorts it by intent and urgency, and drafts the reply for the right person.

    Starts when
    A new enquiry lands in any channel.
    What you get
    Replies in minutes instead of days, nothing lost between inboxes.
    Works with
    Gmail, Typeform, HubSpot
    Enquiry triage

    One run, step by step

    1. 00:00Typeform submission: a clinic asking about pricing for three sites.
    2. 00:02Classified as a sales enquiry, high value. Company details enriched from the domain.
    3. 00:08A reply is drafted with the right price band and two call slots.
    4. 00:09Owner assigned in HubSpot. The draft is waiting in their inbox with a one line summary.
    5. 04:30Owner approves with one click. Reply sent, deal stage set to Contacted.

Solutions

Where these sit in a bigger build

When one automation is working, these are the systems it usually grows into.

The AI audit

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The AI audit maps a normal week in your business, gives you three quick wins and a fixed quote. The report is yours to keep whether or not we build anything.

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