Professional Firms

AI Automation for Professional Firms

(Accountants, consultants, legal firms)

Common challenges:

• Manually handled emails and client requests

• Case management without proper tracking

• Missed follow-ups

• Documents copied across multiple tools

• Excessive time spent on repetitive work
  
  

What I implement:

• AI-powered email and request management

• Automatic case and document classification

• Human-like automated responses

• Smart reminders and follow-ups

• Time-saving and efficiency dashboards
  
  

👉 Outcome: less operational load, more control, better client experience.