Law firms, accounting and bookkeeping practices, agencies and consultants lose the most time on work nobody bills for: intake, document chasing, bill entry and the same internal questions. We take it off your team with AI that works inside your existing software, keeps client information confidential and leaves every judgement call with a professional.
Free · 20 minutes · You talk to Syed
Most start here · Client Onboarding
Client Onboarding Running
Ready to start, with sign-off
A client says yes
A deal marked won in your CRM, a retained consult or a signed proposal.
The AI works through your checklist
Intake form, conflict-search prep, document requests and polite reminders, in your order.
Your practice software updates
Client or matter, documents and signature status kept current in Clio, Karbon or your CRM.
Ready to start, with sign-off
A partner approves the letter, the client e-signs, and the welcome email and first tasks go out.
A scripted walk-through of a typical professional conversation — press play.
Mortgage document packet to CRM
New email to docs@ from Jordan Mercer · “Docs for the Oakville purchase” · 6 attachments (2 PDFs, 4 phone photos)
One field needs you: the start date on Jordan’s employment letter reads Mar 3 at 61%, but his pay stub says Mar 8. Which should I save?
Mar 8. The fold hides the 8. Confirmed.
Working copies deleted after filing · licence number kept masked · Priya’s correction logged for the monthly review
Six-document packet sorted, checked and filed in 2 min 10 s. One field confirmed by a person.
Set this up for my businessWithout: A new client said yes last night. Someone has to send the intake form, start the conflict search and draft the engagement letter.
With Sadaat: The intake form went out overnight. The conflict search is ready for a person to clear, and the letter is drafted for a partner to approve.
Without: A client sends year-end documents as eleven attachments and two phone photos. An admin renames and files each one.
With Sadaat: Each document is read, labelled and filed to the right client folder, and the checklist updates itself. One unclear field waits for a person.
Without: A junior asks how the firm handles a particular filing. A senior stops mid-draft to explain it, again.
With Sadaat: The junior asks the firm’s knowledge assistant and gets the answer from your own precedents and procedures, with the source linked.
Without: Software renewals, contractor bills and filing-fee receipts sit in the inbox until someone types them into QuickBooks.
With Sadaat: Bills are read, coded and sent to the right partner to approve. Costs you recover from clients are flagged for the next invoice.
Without: A client call ends with five action items on a notepad. Two are forgotten by Friday.
With Sadaat: The call is summarized, tasks land in Karbon or your project tool with owners and dates, and the recap waits for your approval.
Without: It’s month-end. A partner rebuilds invoices from timesheets and emails until late.
With Sadaat: Approved time and retainers become draft invoices in QuickBooks Online or Xero, ready for the partner’s review.
Works with the software you already run
Connected through official APIs where they exist; your tools stay the source of truth. Names and logos are trademarks of their owners.
Client files stay in your Microsoft 365, Google Workspace or practice software, and access follows each person’s existing permissions, so a matter behind an ethical screen stays behind it. Our AI providers’ business terms say they don’t train on your data. We design around PIPEDA in Canada and US state privacy laws.
Engagement letters, document requests, call recaps and invoices are drafted, then wait for the person you name. The AI gives no legal, tax or accounting advice, and your firm supervises its use as it would a new staff member, in line with law society guidance on AI.
The AI collects the names and runs the conflict search; a lawyer or designated staff member clears it. Intake replies use wording you’ve approved, promise no outcomes and follow the advertising rules of your law society or professional body.
Bills are read, coded and routed for approval, never paid by the AI. A partner approves, a person releases each payment, and nothing touches a trust account. A change to a supplier’s banking details is confirmed by phone before anything is paid.
Three partners, seven staff and two admins. About 3 new clients a week, 40 client documents a week to sort and file, 50 firm bills a month and a steady stream of “how do we…?” questions from newer staff. They start with onboarding, document intake, AP and the knowledge assistant.
About 5–6 hours a week back for the admins and senior staff (estimate)
Estimates use typical volumes and include a 20% allowance for overlap and ramp-up. Your audit measures the real numbers.
Most firms don’t lose time on the work clients pay for. They lose it around that work: the intake form sent by hand, the third reminder about a missing tax slip, the bill typed into QuickBooks, the junior who has to ask how the firm formats a particular letter. Each task is small, and none of it is billable. It usually lands on a partner, a senior associate or the one person who runs the office.
It shows up in quieter ways too. New clients wait a week for their engagement letter, and invoices go out late because nobody had an hour to build them from timesheets.
We usually start with onboarding and documents, because that’s where a new client first feels the wait. When someone says yes, the intake form goes out, the conflict search is prepared and the engagement letter is drafted for a partner to approve. Documents that come back are read, filed to the right client or matter and ticked off the checklist.
Next is the money side. Firm bills and disbursements are coded and routed for approval, and QuickBooks invoicing turns approved time and retainers into draft invoices. Accounting practices often add AI bookkeeping for client files. Agencies and consultants tend to start with meeting notes turned into tasks, and law firms with a website intake assistant that collects the basics before a consultation, without giving advice.
Judgement, advice and the client relationship. The AI drafts, sorts, files and reminds; a lawyer, accountant or account lead decides what goes out and what it says. Conflicts are cleared by a person, payments are released by a person, and anything sent to a client in your firm’s name is approved first. Client information stays in the accounts you already control.
We already know your industry. Tell us your team size, where the week leaks and where your work lives.
Question 1 of 5
Estimated time back
An estimate, not a promise — based on typical volumes for a team your size, less 20% for overlap and ramp-up. Your audit measures the real numbers.
Last updated October 7, 2026
No. We build around the practice software you already use. Clio, PracticePanther and Karbon publish APIs we can work with; where a tool offers less, the AI prepares the work and your team finishes the last step in the screen they know.
No. We use AI providers whose business terms say they don’t train on your data, and we document which provider processes what, and where. Client files stay in your own accounts.
No. It handles intake questions, document requests, reminders and scheduling, and drafts work for your team. Anything that needs professional judgement goes to a lawyer, accountant or account lead, and nothing goes to a client in your name until a person approves it.
That’s where it helps most. Document checklists go out by client type, reminders list only what’s still missing, such as a T4 or a 1099, and returned slips and statements are filed to the right client folder. Your staff review the exceptions instead of renaming PDFs late in April.
Agencies and consultants use the same building blocks: onboarding after a signed proposal, AP for software and contractor bills, and meeting notes turned into tasks in HubSpot or your project tool. There’s usually less regulation and more hand-offs between tools, so we often start with the hand-offs.
It depends on how many client types, documents and tools are involved. We scope it on a short call and give you a fixed build price and a clear monthly running cost before anything is built.
In 20 minutes we’ll show you how it gets handled, and whether it’s worth doing. If it isn’t, we’ll say so.
Free · 20 minutes · You talk to Syed · Prefer email? muhammad@sadaat.ca