Solutions · Law & accounting firms
Law and accounting firms run on documents, deadlines, and trust. AI is quietly excellent at the first two - when it's engineered with the confidentiality the third demands.
Sound familiar?
Once non-billable admin, unbilled time, and unpaid invoices are stripped out, the average law firm collects on just 2.4 hours of an 8-hour day.
2.4 of 8 hours collected - Clio Legal Trends 2025
In mystery-shopper tests, only 40% of firms answered calls, and about a quarter never respond to web leads at all. The client hires whoever picks up.
35% of calls to small firms go unanswered in business hours
Tax and bookkeeping teams spend 40-70% of their time collecting and processing client documents - chasing email threads, not advising.
40-70% of time on data collection - Financial Cents 2025
~300,000 accountants have left the profession since 2020 while compliance workloads grow. Firms are turning away work they can't staff.
Nearly 1 in 5 accountants makes a measurable error on any given day - transposition, misclassification, omission. Each one costs review time or worse.
Engagement letters, standard motions, workpapers - drafted from scratch against templates the firm already owns, on hours clients increasingly refuse to pay for.
Watch it work
Watch intake answer, qualify, conflict-check, and book - while the office is dark.
Intake line · after hours
live
How it works, installed
We wire AI into the systems you already use. The routine work runs itself - and the moment something needs human judgment, it lands on your phone.
Your business
Your AI crew
watching 24/7
Runs itself
Needs you · now
Filing deadline in 5 days - 2 documents still missing
→ sent to your phone · one tap to decide
What we'd build for you
01
Every call and web form answered in seconds, 24/7 - screened, qualified, conflict-checked against your list, and booked into the consult calendar. Complex matters route to a human immediately.
The outcome
Your firm stops being one of the ones that never answers - and the consult calendar fills.
02
A checklist agent that requests, receives, OCRs, classifies, and files client documents - escalating politely on a schedule you set. Missing T4? It asks again so your staff don't have to.
The outcome
The 40-70% of time lost to collection shrinks to reviewing a completed checklist.
03
First drafts of engagement letters, standard documents, and workpapers generated from your templates and matter data - inside your infrastructure, reviewed by a professional before anything leaves the building.
The outcome
Associates start from 80% done instead of a blank page.
04
Draft time entries reconstructed from calendar, email, and document activity for the professional to approve - then automated invoicing and polite, persistent payment reminders.
The outcome
The gap between hours worked and hours collected finally narrows.
05
Bank-feed categorization with AI, anomaly flags for human eyes, and a client-ready monthly pack generated automatically.
The outcome
More clients per bookkeeper - without the error rate climbing.
A note on doing this properly: Professional obligations come first. For law firms, ABA Formal Opinion 512 governs generative AI and client confidences - we architect for informed consent and verification of all output. For accounting, client financial data confidentiality and filing sign-off stay with humans. Always.
Why Peligent for this
We run our own mail servers, our own analytics, our own automation - 50+ self-hosted services. When client confidentiality means data can't touch a third-party cloud, we build AI systems that live entirely on your infrastructure. That's not a feature we bolt on; it's how we already operate.
How we run our own stack →What a firm's quiet engine looks like
08:02 intake-agent ✓overnight web lead qualified + booked
09:15 doc-chaser ✓3 clients reminded, 2 docs filed
11:30 draft-copilot ✓engagement letter ready for review
14:20 time-capture ✓draft entries from today's calendar
17:05 billing-agent ✓reminders sent on 4 open invoices
Common questions
Only if it's engineered for your obligations. We build self-hosted where confidentiality demands it, follow ABA Formal Opinion 512 guidance on generative AI and client confidences, and keep a professional reviewing every output. If a tool can't meet that bar, we don't use it.
Almost always intake and document chasing: answering every inquiry call 24/7 books consults you're currently losing, and the document-chaser agent reclaims the 40-70% of time tax teams spend collecting data. Both show ROI in the first month.
The audit takes one to two weeks and ends with a prioritized roadmap plus a fixed quote. The first working system - intake, document chasing, or drafting - typically ships two to six weeks after that.
Book the free call. We'll tell you what's automatable in your practice - and what shouldn't be.
No slides. No hype. 30 minutes.
