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.
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.
