Industry

AI for Professional Services.

Billable hours leakage, document review delays, and client onboarding drag erode margins. We build AI to eliminate the waste.

Modern professional services office

Professional service firms sell time. But time leaks everywhere — manual document review, redundant data entry, inconsistent client onboarding. Every hour spent on admin is an hour not billed.

We build AI systems that automate document review, streamline client intake, and capture billable time automatically. The result: higher utilization, faster engagements, better margins.

Our document review engine processes contracts, filings, and discovery materials at 10x human speed — flagging risk clauses, missing signatures, and compliance gaps automatically. Client intake workflows capture every piece of information once and route it to the right systems, cutting onboarding from weeks to hours. Automatic time tracking monitors work products and activities to capture every billable minute that would otherwise slip through manual timesheets.

A SanLuis AI Solution

We build custom AI systems for professional services firms — law, consulting, accounting — that automate document review, capture billable time automatically, and streamline client onboarding from weeks to hours. Our solutions integrate with your existing practice management tools and document systems, requiring no major infrastructure changes. The focus is always on one thing: getting your professionals back to billable work.

See how we applied similar pattern-matching and analysis automation for LoveFlow, an AI-powered consumer app that demonstrates our approach to intelligent matching and workflow automation.

Document Review
10x review speed
AI that reviews contracts, filings, and discovery at 10x human speed.
Time Capture
Zero missed billables
Automatic tracking that captures every billable minute — no more manual timesheets.
Client Onboarding
Hours, not weeks
Automated intake, KYC, and engagement letter generation — onboarding in hours, not weeks.

Not sure if AI makes sense for your firm? Start with a $300 Discovery Session. We will map your current workflows, identify the highest-impact automation opportunity, and give you a written roadmap — whether you hire us or not.

Related Case Studies

Intelligent Matching

LoveFlow

How we built an AI-powered consumer app that demonstrates our pattern matching, data analysis, and workflow automation techniques — directly applicable to document review, time capture, and client onboarding for professional services.

Read case study →

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