Canadian Intelligence AgencyBook a free callDossier
Law and accounting firms.
Intake documents retyped, missing items chased by hand.
7.5 hrs
a month back on intake alone, projected.
30 new clients a month, 15 minutes saved each. A projection, not a measured result.
The piles we see here.
Our files live in five inboxes and one laptop.
Every attachment filed to the right job by 9 am, every day. Any document found in seconds by asking.
Month-end takes a full day.
Every invoice and receipt entered and coded within a day of arriving, so month-end is a review, not a hunt.
New hires take weeks to find anything.
Any staff question about your own documents answered in seconds, with the source, from day one.
Now
Every attachment, filed.
An email arrives. The attachment is read, matched to its matter, filed with a clear name, and logged. Anything unclear waits for a person.
| 8:02 | a signed retainer arrived from a new client | read |
| 8:02 | client and matter read; matter opened: 26-0142, a residential purchase | matched |
| 8:02 | filed to matter 26-0142 / Intake / Retainer with the matter number, client and date in the name | filed |
| 8:03 | two ID scans arrived for the same matter; filed to Intake / ID; one expires next month, noted on the checklist | filed |
| 8:09 | a court notice arrived with no matter number in the email | review |
| 8:09 | sent to the review list with the two likely matters; the hearing date held for the lawyer to confirm | waiting |
| 8:40 | the clerk filed it to matter 26-0098; move logged with his reason | corrected |
| 9:00 | morning summary: 22 filed, 1 reviewed, 3 missing intake items listed with a chase email drafted for each | done |
Behind the curtain.
What a person sees
A short review list, once a day. Each item shows the document, the AI's best two guesses and one click to file it. A person's move is logged with a reason so the rule can be tuned.
What it may do alone
Files copies on its own. Never moves or deletes the original email. Never files money documents outside the accounting area.
Who answers for it
Runs under a service account with read access to mail and write access to the shared folders only. The log shows every file it touched and why. The owner can switch it off from the portal.
Whose work changes
The clerk who filed by hand now reads the review list (minutes, not hours) and sends the chase emails the system drafted.
- a court notice arrived with no matter number in the emailDecide
- sent to the review list with the two likely matters; the hearing date held for the lawyer to confirmDecide
These four questions are our doctrine. They are answered in writing for every system before it runs.
Less paperwork.
Book a free 30-minute call. We'll run the maths for law and accounting firms with your numbers.
Book my free call