Law Firms · CPA Firms · Consulting · Financial Advisory
Protect Billable Focus. Eliminate Interruptions.
Your professionals bill $200-600 per hour. Every routine email, status question, and document chase that pulls them out of deep work is costing you real money. Let AI handle the admin so your team can do what they do best.
The Hidden Tax on Professional Services
Your team is brilliant at what they do. Admin work is stealing their time.
Email Interruptions Destroy Focus
Every client email pulls a professional out of deep work. 56 context switches per day. Each one costs 23 minutes of recovery time. That's $75,000+ per professional per year in lost productivity.
Document Chasing Wastes Hours
Waiting on signed engagement letters, completed questionnaires, financial documents, and supporting materials. Your staff sends reminders manually while deadlines approach.
Status Update Requests Never Stop
'Where's my tax return?' 'When will the contract be ready?' 'What's the status of my case?' The same questions, every day, eating into billable time.
Client Intake Drags On
New clients take weeks to fully onboard. Paperwork gets lost. Information is incomplete. By the time you start real work, the client is already frustrated by the process.
5 Workflows That Protect Billable Hours
Every workflow is designed to keep professionals in deep work while ensuring clients feel personally attended to.
Inbound Communication Triage
AI classification in < 30 secondsEvery email, form submission, and message is classified: new inquiry, existing client request, document submission, scheduling request, or billing question. Routine items are handled automatically. Complex items route to the right professional with full context.
Document Collection & Tracking
Automated multi-touch collectionEngagement letters, intake forms, supporting documents, and authorizations sent with secure links. Automated reminders at optimal intervals. Real-time tracking shows what's outstanding. Staff only gets involved when a deadline is at risk.
Proactive Status Updates
Milestone-triggered notificationsClients receive milestone updates automatically: 'Your matter has moved to review stage.' 'Your return is in quality check.' 'Your documents are ready for signature.' Eliminates 80% of 'what's the status?' inquiries.
Client Intake Automation
Days to hours intake processNew client inquiry triggers a structured intake workflow. Questionnaires sent immediately. Conflict checks initiated. Engagement letters generated from templates. Onboarding checklist tracked to completion.
Pipeline & Capacity Management
Real-time pipeline visibilityTrack every matter, project, and engagement through its lifecycle. Automated alerts when deadlines approach. Capacity forecasting helps partners manage workload distribution across the team.
Real Scenarios. Real Difference.
These situations happen in every professional services firm, every day.
The $400/Hour Interruption
Senior partner is deep in contract review for a major client. Email notification pops up: an existing client wants to know the status of their corporate formation.
Partner stops contract review. Opens email. Checks the file. Types a three-sentence update. Returns to contract review. Lost: 23 minutes of recovery time. At $400/hour, that status update just cost $153 in lost productivity.
Client's email is classified as a status request. System checks the matter stage and auto-responds: 'Your corporate formation documents are currently in state filing. Expected completion: 5-7 business days. We'll notify you immediately upon approval.' Partner never sees the email.
Result: Protect $150K+ per professional per year in billable time from routine interruptions.
The Document Chase
CPA firm needs a client's K-1s, investment statements, and charitable donation receipts to complete their return. Tax deadline is April 15.
Staff sends one email in January. Follows up in February. Client is busy. March: panicked calls. April 1: client dumps everything in a disorganized email. Staff scrambles to process. Return filed on extension anyway.
January 15: Personalized document request with checklist and secure upload link. January 25: Friendly reminder for outstanding items. February 5: Follow-up targeting specific missing documents. February 15: Escalation to partner for personal outreach. Each received document acknowledged automatically. Client sees their progress in real-time.
Result: Document collection completion rates improve 60-70%. Extensions filed only when truly needed.
The Lost Prospect
Potential client fills out a contact form on the firm's website at 8 PM on a Tuesday. They need help with an employment dispute and are talking to three firms.
Form sits in inbox until Wednesday morning. Receptionist forwards to the employment partner. Partner responds Thursday afternoon. By then, the prospect has already hired the firm that responded in 2 hours.
Within 60 seconds: 'Thank you for reaching out to [Firm Name]. We take employment matters seriously. To help us understand your situation, could you provide a few details?' AI collects key facts, sets a consultation appointment, and sends a preparation email. Partner opens their morning with a fully qualified lead brief.
Result: New client conversion improves 35-45% with sub-minute response time.
How We Compare
Practice management tools track your work. We handle the communication that interrupts it.
Clio / PracticePanther
Legal Practice Management
$49-149/mo per user
Karbon / Canopy
Accounting Practice Management
$59-99/mo per user
HubSpot / Salesforce
CRM Platforms
$50-300/mo per user
NuStack One Engine for Professional Services
Works alongside Clio, Karbon, or any practice management platform. Adds AI-powered communication triage, document collection, proactive status updates, and client intake automation—protecting your team's most valuable asset: their focused time.
Ready to Transform Your Operations?
Schedule your free operations assessment. We'll show you exactly how much time and revenue you're leaving on the table.