The Vendor Agent tracks every contract, renewal and license, works vendor support queues and watches integrations, so your COO stays with the firm.
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The Invoice Generation Agent builds pre-bills, chases attorney review, applies billing guidelines and delivers each invoice by email, portal or LEDES.
The Practice Management Reporting Agent pulls from Clio, billing and accounting to build live firm dashboards, freeing your firm administrator.
The Practice Management Reporting Agent chases missing time, pulls Clio and QuickBooks data and sends monthly reports, so partners act on current numbers.
The Case Intake Agent answers web and email inquiries, runs the right questionnaire and enters each Intake once, so coordinators stay with callers.
The Practice Analytics Agent reads your PIM, chases missing entries and flags lapsing households and doctor trends so owners stay in the exam room.