For law firms, accountants and consultancies

AI for lawyers, CAs and consultants

Your firm's value is in its files, and finding anything in them takes a junior half a day. That is the problem worth fixing first.

Sector
Legal & CA Firms
Ready to build
15 of them
First reply
Within the hour

Where AI helps in legal & ca firms

  • 01Search every document you have ever filed
  • 02New client enquiries handled automatically
  • 03First drafts and summaries prepared for you

Searching your own files

Ask a question in plain language and get the answer out of your own contracts, filings, opinions and notes, with the document and page it came from. Every answer is checkable, which is the only way this is usable in a professional practice.

Ten years of matters becomes something you can actually consult.

Taking on new clients

Enquiries get answered, the basic details collected, conflicts flagged, and the appointment booked, before anybody in the firm has looked at it. Nothing sits in an inbox over a weekend.

The first draft

Summarising a long document, pulling the key dates and obligations out of a contract, comparing a new agreement against your standard terms, drafting a routine letter. The assistant produces the draft; your professional judgement stays exactly where it is.

Confidentiality

Your documents stay in your own database, in India. They are never used to train anybody's model, and access is logged. We will sign your NDA before the first call.

What we build for legal & ca firms

The part of what we do that fits this sector. See everything we build

Automate the repetitive work

  • New enquiry reaches your team in seconds
  • Invoices, follow ups and reports send themselves
  • Works with WhatsApp, Sheets, Slack and your CRM
  • One price to build it, no charge per task
ETA: 1 to 2 weeks

Answers from your own documents

  • Answers only from your documents, never made up
  • Shows which file and page each answer came from
  • Handles PDFs, Word files, spreadsheets and web pages
  • Your files stay in your own database, in India
ETA: 2 to 3 weeks

Software built around your business

  • Built for how you actually work, not the other way round
  • Fits alongside the software you already run
  • Fixed price and a fixed date before we start
  • You own the code and the accounts at the end
ETA: scoped

Client Intake & Case Enquiry Bot

  • Identifies case type: corporate, tax, property, family or compliance
  • Collects case background & docs required before the consultation
  • Qualifies by urgency, budget & complexity for the right associate

Consultation Booking Voice Agent

  • Books sessions with the right advocate or CA by case category
  • Answers fee structure, practice area & office timing queries on call
  • Sends confirmation and pre-consultation preparation instructions

Compliance Deadline Reminder Bot

  • GST, ITR, ROC & court dates: reminders at 7 days and 1 day before
  • Document checklist sent to client 10 days before every filing date
  • Auto-escalates to associate if client hasn't responded to doc request

Legal & Tax Q&A Assistant

  • Trained on GST, income tax, company law & your practice areas
  • Saves senior partners 2 to 3 hours daily on standard advisory phone queries
  • Escalates complex or edge-case matters to the right partner automatically

AI Contract Review & Clause Extractor

  • Extracts penalty clauses, exit terms & key dates from uploaded contracts
  • Flags non-standard clauses deviating from industry templates
  • Generates a 1-page risk summary for client review within minutes

Document Reading & Archive Digitiser

  • Court filings & old returns converted to searchable digital text
  • Documents auto-tagged by client, case type & filing year instantly
  • Reduces document retrieval time from 30 minutes to under 30 seconds

Client Communication & Matter Update Emails

  • Case milestone update emails trigger when matter status changes
  • Monthly billing summary and outstanding invoice reminders to clients
  • Document request emails with deadline and checklist sent automatically

Matter Tracking & Billing Intelligence

  • All matters tracked with status, team assigned & billing milestones
  • Billable hours auto-populated; invoice generation triggered on completion
  • Client-wise profitability and matter type performance tracked live

Legal Thought Leadership Content AI

  • Creates GST updates, Budget highlights & MCA filing explainer posts
  • Generates partner profiles, case win announcements & firm milestones
  • Schedules content on LinkedIn and Instagram to drive inbound enquiries

Client Referral & Rating Collection

  • Post-matter closure rating request sent 5 days after case resolution
  • Satisfied clients automatically asked for referrals with a shareable link
  • Google and Justdial ratings boosted from high-satisfaction clients systematically

Litigation Risk & Outcome Analyser

  • Analyses case type, jurisdiction & opposing counsel for risk assessment
  • Provides probabilistic outcome guidance to aid settlement decisions
  • Estimates matter complexity and recommended team size at intake stage

AI Regulatory Update Monitor & Alert

  • Monitors MCA, CBDT, SEBI, IRDAI & courts for circular updates
  • Alerts relevant team member within 1 hour of a regulatory change
  • Summarises key compliance implications in plain language automatically

Work we have done in legal & ca firms

The problem, what we built, and what changed afterwards.

[ 01 ]

Cited document search across a firm's case files

Anonymised · law firm

The problem

Associates lost hours hunting through contracts and filings for the right precedent.

What we built

Search across every matter the firm has handled. Ask in plain language, get an answer tied to the exact document. New enquiries are captured and routed automatically.

What changed

The team spends time advising, not searching.

100%answers sourced
24/7document search
Built with
  • Gemini (RAG)
  • Supabase (pgvector)
  • Next.js
  • n8n

Questions we get about AI for legal & ca firms

Is it safe to put client documents into an AI system?

The documents stay in infrastructure you control, are never used to train a model, and access is logged. For firms with confidentiality obligations we scope data handling explicitly before the build, and we can keep everything in Indian regions.

What does AI actually do for a law or CA firm?

It searches across your own matter files and precedents with citations, drafts first passes of routine documents, and automates GST and filing-deadline tracking. It compresses research and drafting time; it does not replace professional judgement.

Can it be trusted to be accurate on the law?

It answers only from your own documents and cites the source for every claim, so a professional can verify in seconds. We build it as a research accelerator for a qualified reviewer, never as an unchecked authority.

Does it handle GST return and compliance deadlines?

Yes, reconciliation, exception flagging, and deadline monitoring are a common first build, often paired with our AI Compliance & RegTech service.

Build it for legal & ca firms.

Pick what you need, or just describe it in your own words. We reply within the hour with a plan, a fixed price, and a start date.

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