Partners at a law and accounting practice were spending evenings on admin. We automated intake and time capture — and gave back 1,100 billable hours a year.
- Client
- Independent law & accounting practice
- Region
- Southern Africa
- Timeline
- Ten weeks, whole practice
- Practices
- AI Automation · CRM & ERP · AI Agents
Where it leaked.
Client intake, document chasing and time capture were manual. Partners spent evenings on admin and new enquiries waited days for a first response.
- 01
New enquiries waited days for a first call — and instructed another firm.
- 02
Documents chased by email, one reminder at a time.
- 03
Time recorded from memory at month-end, then written off.
The system.
Automated intake and conflict checks, AI document collection, and one CRM linking matters, billing and follow-up.
Same-day intake
Enquiries triaged, conflicts checked and engagement letters sent the same day.
Document agent
Requests, reminders and completeness checks handled until every file is in.
Matter-to-invoice CRM
Time captured from calendar and email, linked to matters and billing.
Ten weeks, whole practice.
- Weeks 1–2
Diagnose
Shadowed fee-earners and measured admin time per matter.
- Weeks 3–7
Build
Intake flow, document agent and CRM, piloted with one practice group.
- Weeks 8–10
Roll out
Whole practice live, partners trained, billing reports automated.