Resources and blog
What we have delivered, and what we see.
Anonymised cases on one side, what we read of the profession on the other. The list mixes both — pick whichever you want to read.
Accountants
Article
No US e-invoicing deadline. The work arrives anyway.
Accounting firm automation for e-invoicing: with no US mandate, the rules reach clients through big customers and Europe. What a CPA firm should track.
Surgeons
Article
“How much?” — the question that arrives by direct message
Plastic surgery social media brings in price questions by DM. Why a practice never quotes a procedure there, and what it can answer instead.
Doctors and surgeons
Article
Patient privacy does not stop at the practice door
HIPAA compliant AI starts with one question: where does patient text go once it is typed in? What HHS says about vendors, and what a practice should ask.
Lawyers
Article
What an AI tool sees of the client file
The ABA generative AI ethics opinion applies a lawyer’s existing duties to AI tools. What it says on confidentiality and consent, and what to ask.
Enforcement officers
Article
The reminder that never went out
Legal automation in collections: why follow-ups, payment plans and disputes slip between two letters at law firms, and what an agent can track.
Small businesses
Article
AI Agent vs Chatbot: What a Small Business Should Know
AI agent vs chatbot: a chatbot answers, an agent acts inside your CRM, ERP and spreadsheets. What the difference means for a small business.
Notaries
Article
The delay almost never comes from the office
In the real estate closing process, the closing office waits on the lender, the title search and payoff letters. Why that waiting is the real work.
Doctors and surgeons
Article
The letter back to the referring doctor
A specialist lives on referrals, and each one ends with a referral letter back to the referring doctor. Why those letters get lost, and what an agent does.
Enforcement officers
Article
The whole file hangs on one address
Skip tracing decides whether papers get served. Why the search for one address eats a process server’s time, and why job software never tracks it.
Notaries
Article
The documents arrive unsorted, the deed is built by hand
Legal document automation for small law firms: client documents arrive unsorted, and staff still build each draft by hand. What an agent could take on.
Lawyers
Article
What becomes of an enquiry sent at two in the morning
Legal intake after hours: a law firm gets inquiries on channels that don’t talk to each other. What that costs, and what one shared queue changes.
Doctors and surgeons
Article
The front desk jams at noon, and nobody measures it
A medical front desk jams at the hours when doctors see patients. What that rush costs, and what an AI agent can take off it without touching care.
Enforcement officers
Article
Opening a file — the gesture nobody bills
Data entry automation for process serving firms: each service request is still typed in by hand. What that costs, and what an agent can take over.
Accountants
Article
The software structures the data. It does not fetch it.
Accounting automation handles a document once it is in. It does not get it from the client. At a CPA firm, collecting and chasing is still the heavy part.
Lawyers
Article
The file moves, and the client never hears it
Law firm client communication breaks down between filing and trial. What the silence costs a firm, and why practice software never fills the gap.
Lawyers
Resource
Delivered in France
Read and sort inquiries from four channels.
The agent works for a Paris law firm. Urgent matters surface at once. The firm generated €70,000 in revenue in 28 days. Result observed at one client, not guaranteed.
Enforcement officers
Resource
Delivered in France
Open case files and prepare documents from each instruction.
The closest US profession is the process server. The practice stopped retyping its judgments. The agent stops on any doubt, and serves nothing.
Doctors and surgeons
Resource
Delivered in France
Sort messages, prepare the patient newsletter, file invoices.
The surgeon got his evenings back. No opinion or price is ever given. The newsletter never goes out without his yes.
CPA firm
Resource
US use case
Request client documents and follow up on missing ones.
The agent would enter transactions in QuickBooks, flag anything unusual and track deadlines per client.
Small business
Resource
US use case
Follow up on quotes, unpaid invoices and unanswered leads.
The agent would follow up on quotes, unpaid invoices and unanswered leads once you approve the wording. It would also carry orders from email into your accounting tool, with no retyping.
Does any of that sound familiar?
If you work in a regulated profession and spend your days inside software that will not automate, the best next step is a conversation.
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