AI that works the way you work.
We connect your practice tools, surface what they can't individually tell you, and build AI systems that encode your expertise — so your hours go where they belong.
Why do professionals lose half their week to work that doesn't require their expertise?
You didn't spend years building your expertise to chase follow-ups, format documents, and copy data between apps. But that's where the hours go. According to the Clio 2024 Legal Trends Report, the average attorney bills only 2.9 hours out of an 8-hour workday. The Thomson Reuters Solo and Small Firm Study found that 45% of solo and small firm time goes to administrative tasks. CPAs face similar challenges, requiring 1.5 hours of total work to bill a single hour of client service.
And the cost isn't just the admin itself. It's what slips while you're buried in it — the client who emailed 6 days ago and hasn't gotten a response, the estate plan review that's 8 months overdue, the 3 hours of billable time on Friday that didn't get logged because you were rushing to finish before the weekend. At typical billing rates, that single Friday represents $900–$1,500 in vanished revenue. Multiply that across a year and the annual cost of these execution gaps reaches $78,000 to $130,000 per professional.
The biggest threat to your practice isn't what you're not doing. It's what's falling through the cracks in what you already do.
of attorneys’ workday is actually billable time.
Source: Clio 2024 Legal Trends Report
of solo and small firm time goes to administrative tasks.
Source: Thomson Reuters Solo & Small Firm Study
of work required for CPAs to bill a single hour.
Source: RBT CPAs / Industry standard
of accountants say better tool integration is key.
Source: Intuit QuickBooks 2025 Tech Survey
One command center for your entire practice.
Your practice management software is good at what it does. So is your accounting system. And your email. But none of them see the full picture. We build the layer that connects everything.
Connect
Every tool you use, working as one system. No more switching between 8 apps to get the full picture.
See
Unified view of clients, matters, deadlines, and billing. Surface what no single tool can show you.
Act
AI that drafts, follows up, and handles the structured work — using your standards, your voice.
Prep me for my 2pm with the Johnsons
Johnson Estate Review
Trust docs updated 3 weeks ago. Annual review due. Property valuation pending from appraiser (sent reminder Mar 20). No outstanding invoices. Last meeting notes attached.
Alert: Unbilled Hours
3.5 hours from Friday unlogged. Log to Chen engagement?
Auto-drafted
Follow-up email to Sarah Jenkins ready for your review.
Mode 1: You ask, it acts
Tell it what you need in plain language. It knows your practice, your tools, and your preferences.
Mode 2: It watches, it alerts
Your system continuously monitors for things that need attention and surfaces them before they become problems.
What Makes It Different
Unified Client View
Every interaction, document, and data point across all tools — in one place.
Persistent Memory
Your system remembers every client, every preference, every past decision.
Self-Improving
Learns your judgment, standards, and patterns. Gets better the more you use it.
Human-in-the-Loop
Nothing executes without your approval. You stay in control of every action.
Multi-Tool Orchestration
Coordinates across Clio, QuickBooks, email, calendar — in a single workflow.
Your time is worth more than what you're spending it on.
If you bill at $300/hour and reclaim 5 hours a week, that's $1,500 in recovered capacity. Every single week.
At $400/hour, that's $2,000. At $500, that's $2,500.
Over a year: $78,000 to $130,000
in time currently spent on work a system could handle.
Capacity Projection
And that's just the efficiency math. Factor in the clients you keep because nothing slips, the reviews that happen on time instead of 8 months late, the billable hours that actually get logged — the real number is significantly higher.
Most of our engagements pay for themselves in the first week of every month.
Capacity Projection
How It Works
Discovery
We learn how you actually work. Your tools, your workflows, where the friction lives. Where things slip. Where your expertise is being spent on work that doesn’t need it.
Build
3–5 highest-impact opportunities first. Time savings in weeks. Then progressively build your full command center at a pace that works for you — high-value items first, expanding from there.
Operate
We manage everything, optimize as your practice evolves, and we’re a call away for the next project. Your system gets smarter over time as it learns from how you work.
Who This Is For
Attorneys
Solo and small firms spending 45% of time on admin. Document drafting, intake, conflict checks, engagement letters — all following patterns you’ve repeated hundreds of times. We build systems tuned to your practice area, jurisdiction, and voice.
CPAs & Tax Advisors
65–70 hour weeks during tax season chasing client documents. We connect accounting, practice management, and communication tools into one system that handles the chase for you.
Consultants & Advisors
Every hour on proposals, prospect research, deliverable formatting is revenue you didn’t earn. We automate the overhead so your expertise stays where it’s billed.
Financial Advisors
56% of RIAs use AI tools but 78% have no policy. We bring structure: auditable, compliant, connected to your custodian and CRM. Quarterly reviews, compliance docs, meeting prep — all handled systematically.
Why not just use ChatGPT?
There's a difference between using AI and having AI that works for your practice.
Capability
Generic AI
(ChatGPT, Claude)AI + Custom
(Projects, Skills)Standalone
(Custom GPTs)Greybox Command Center
Integrates with 170+ platforms you already use
Clio
PracticePanther
QuickBooks
Xero
Wealthbox
Google Workspace
Calendly
SimplePractice
Salesforce
HubSpot
Slack
ZoomClioPracticePantherQuickBooksXeroWealthboxGoogle WorkspaceCalendlySimplePracticeSalesforceHubSpotSlackZoom
Jira
GitHub
Stripe
Zendesk
Intercom
Microsoft Teams
Datadog
Linear
Asana
Confluence
NetSuite
NotionJiraGitHubStripeZendeskIntercomMicrosoft TeamsDatadogLinearAsanaConfluenceNetSuiteNotion
Shopify
PagerDuty
Segment
Mixpanel
Amplitude
GitLab
ClickUp
Braze
Tableau
Looker
Power BI
Greenhouse
Rippling
LoomShopifyPagerDutySegmentMixpanelAmplitudeGitLabClickUpBrazeTableauLookerPower BIGreenhouseRipplingLoomStart with a conversation.
We'll tell you honestly whether we can help — and if we can't, we'll tell you that too.
Book a discovery call→