Industries · Professional services
AI systems for Canadian firms and practices.
Client intake to invoice without the admin day. Your billable hours shouldn't subsidize your paperwork.
Sound familiar?
The work is fine. The wrapper around it leaks.
Intake eats billable time.
Engagement letters, forms, and file setup — an hour of partner time spent on work a system should do before the first meeting.
Unsigned. Unpaid. Unanswered.
Engagement letters that sit, invoices that age, follow-ups that depend on someone's guilt kicking in.
“Just checking in on status.”
Clients ask where things stand because nothing tells them. Every status email is billable time spent un-billably.
The system we build
One orange line from inquiry to paid invoice.
Confidentiality is the design constraint, not an afterthought — client matter content stays in your systems.
- 01 · INTAKE
Inquiries qualified on arrival
Conflict-check basics, matter type, and urgency gathered before a human touches it.
- 02 · ONBOARD
Letters and files, automatic
Engagement letters sent, signed, chased; files and folders created to your template.
- 03 · STATUS
Clients told before they ask
Milestone updates pushed proactively — the checking-in emails stop arriving.
- 04 · INVOICE + CHASE
Polite, persistent, automatic
Bills go out on time and follow-up runs until they're paid — without a partner playing collector.
- 05 · DASHBOARD
The practice at a glance
Pipeline, aging, and workload in one view, current without anyone assembling it.
CONFIDENTIALITY — matter content stays in your systems · personal information stripped before any AI call
Professional judgment stays professional. The system handles the wrapper.
We haven't built for a firm yet. Here's the nearest system we run.
QuoteRadar — our own platform, live in Ontario — runs this capture-qualify-follow-up pattern daily on our own revenue, and its follow-up engine is the same machinery that chases unsigned letters and aging invoices. Different paperwork, same physics. We'd rather show you a real deployment than a hypothetical one in your industry.
See the system running →FAQ
Fair questions.
What about client confidentiality?
Matter content stays in your systems, personal information is stripped before any AI processing, and every build includes a review against your professional obligations — alongside your governing body's rules, not around them.
Does this replace our practice-management software?
No — it runs alongside it, automating the gaps between tools: intake, chasing, status, reporting. Deeper integration is optional.
Our matters are all different — can automation cope?
The judgment work stays yours. What repeats — letters, reminders, status updates, invoicing — is more uniform than it feels, and that's the layer the system takes.
What does it cost?
Fixed-fee discovery, then a build scoped in writing to one number — hours returned to fee-earners is the usual pick. No hourly meters, which we appreciate is ironic to say to your industry.
Bill the work. Automate the wrapper.
30 minutes with an engineer. Bring your intake volume and your aging report.
Book a consultation