Tier 2

Professional Services AI Workforce

Your billable hours are too valuable for document chasing and administrative work. Deploy AI agents that handle client intake, document collection, compliance tracking, and the operational overhead that consumes your team.

Start 30-Day Pilot

Example: 15-Attorney Law Firm

Previous Admin Cost

$180,000/year

3 admin staff + paralegal time

OnlyBoring Professional Package

$90,000/year

5 agents handling intake & admin

Annual Savings

~$90,000

Plus: Faster intake, better client experience

Business Types We Serve

From accounting firms to MSPs, we understand the client-facing operational demands of professional services.

Accounting Firms

5-25 staff accountants

Seasonal spikes (tax season), document processing, client onboarding at scale.

Tax preparation firmsBookkeeping servicesPayroll providersCAS practices

Law Firms

5-30 attorneys

Document preparation, case management, client intake, compliance tracking.

Personal injuryReal estate closingImmigration lawEstate planningWorkers compensation

Insurance Agencies

10-50 employees, $1M-$10M premium

Policy processing, certificate requests, client service demands.

Commercial linesBenefits agenciesPersonal lines

Managed Service Providers

10-50 technicians

Ticket management, client onboarding, documentation, vendor coordination.

IT MSPsSecurity providersCloud servicesHelp desk operations

Workflows We Automate

Administrative workflows that consume professional time without generating revenue.

Client Document Collection

Automated requests, follow-up sequences, organization, and verification for onboarding.

Reduce collection time by 70%

Client Intake Processing

Initial screening, conflict checking, engagement letters, and system setup.

Same-day intake processing

Certificate of Insurance

Request intake, carrier communication, issuance, and delivery tracking.

Issue COIs in minutes, not days

Service Ticket Triage

Categorization, priority assessment, initial response, and routing to appropriate team.

80% of tickets auto-triaged

Time Tracking & Invoicing

Entry verification, billing code assignment, invoice generation, and follow-up.

Recover 15% more billable time

Compliance Documentation

Deadline tracking, document preparation, filing, and confirmation management.

Zero missed compliance deadlines