Operations
Client intake
Forms, ID checks and engagement letters collected, checked and filed.
How Operations works →Law, accounting and consulting. Billable hours back.
Law firms, accountants and consultants. We take the intake, document review and first drafts off your team, so more of the week is billable.
9hback per person per week
2 minto a first draft
Where the time goes
Where your team loses the most time.
In most companies like yours, these four jobs take the most hours. They are also where AI pays off first.
Document review12h
Drafting proposals and reports9h
Client intake and onboarding8h
Time and billing admin5h
Hours a week, typical for a team of 10 to 30 people
What we build first
What we usually build first.
Three systems that pay for themselves quickly in this industry. On the build plan call we check them against your own numbers.
Custom AI builds
Document review
Contracts and statements read, key points and risks flagged for your review.
How Custom AI builds works →AI Infrastructure
Firm knowledge
Every past file and template searchable for the whole team, with sources.
How AI Infrastructure works →The screen
What you see every day.
Every agent, every approval and every result in one place, in Mission Control.
app.unit33.ai / Harbor & Vale Advisors / PracticeLive
Practice
Law, accounting and consulting: every agent, every approval and every result
64intakes this month
312documents reviewed
18drafts ready
9hback per personper week
Contract reviewHarlow lease, 42 pages
- Term and renewalAutomatic renewal, 60 day notice
- LiabilityCapped at 12 months of fees
- IndexationAbove market, flagged for you
6clauses flagged
4 minto review
Today
- Intake agentNew client file completeFiled
- Review agent6 clauses flagged in the Harlow leaseReview
- Company brainFound the 2024 memo on a similar caseAnswered
- Draft agentProposal draft for Kettle & CoReady
Needs a partner
ReviewHarlow lease, 6 clauses flaggedAccept the summary for the client file
ApproveEdit first
OnboardingKettle & Co
- Form receivedFilled in by the client
- ID checkedTwo directors
- Engagement letterSent for e-signature
- File createdIn your practice system
A normal day
A normal day, with the systems running.
What happens in the background while your team does the work only people can do.
- Intake done
A new client filled in the form overnight. Documents are checked and the file is ready.
- Contract reviewed
A 42 page agreement read in minutes, with 6 clauses flagged for you.
- Answer found
A colleague asks how you handled a similar case. The brain finds the memo and the email.
- Draft ready
The first draft of a proposal is waiting, based on your last three for this sector.
Questions
Billable hours back. Questions we often get.
Is client data safe?
Your data stays in the region you choose, every action is logged and the company brain respects the permissions of your files. Nothing is used to train public models.
Does the AI give advice to clients?
No. It prepares, checks and drafts. Your professionals review and sign off on everything that goes to a client.
Where do we start?
With a free 45 minute call. You tell us where time goes, and within 48 hours you get a plan with what to build first and a fixed price.
See what we would build for you.
Get your free build planOther industries
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