AI agents for law, accounting and consulting firms
Agents that take client intake, review documents, draft engagement letters and chase unbilled time. Partners and professionals approve every piece of advice and every letter.
Where professional services teams lose time
Intake eats fee-earner time
New enquiries need conflict checks, document collection and scoping before any billable work can start.
Document review is slow
Contracts, financial records and due diligence files take hours to read before the real analysis begins.
Time goes unrecorded
Calls, emails and meetings are not logged as time, and revenue leaks at every billing cycle.
Invoices wait for payment
Follow-ups on unpaid bills depend on partners, who rarely have time to chase clients.
Agents built for professional services
Each agent does one job well, connects to the systems you already run, and stops for a person at the decisions that matter.
Client Intake Agent
Captures enquiries, runs preliminary conflict searches, collects documents and drafts a scoping note for the partner.
Document Review Agent
Reads contracts, records or due diligence files, extracts key terms and issues and drafts a structured summary.
Engagement Letter Agent
Prepares engagement letters and proposals from approved templates, scope notes and rate cards.
Time Capture Agent
Suggests time entries from calendar events, emails and documents worked on, mapped to the right matter.
Billing Follow-Up Agent
Sends polite reminders on unpaid invoices, records client responses and escalates disputes to the partner.
Compliance Calendar Agent
Tracks client filing dates and deliverable deadlines and prepares checklists and reminders for each.
From first call to agents in production
Choose one practice area or process and share anonymised samples.
We set up templates, rules and approval gates on XDQ AgentOS.
Professionals review every output on live matters during the pilot.
Assess the agreed KPIs and fix scope and price for rollout.
- Time from enquiry to engagement letter
- Documents reviewed per professional per day
- Billable time captured
- Days sales outstanding
- Client deadlines met
Agents are configured to respect client confidentiality and professional conduct rules set by bodies such as the Bar Council of India, ICAI, the SRA and ICAEW, and handle data under DPDP, GDPR and Gulf data protection laws.
AI agents for professional services: common questions
Can AI agents review legal documents?
Agents can read contracts and files, extract key terms, flag unusual clauses and draft structured summaries, which shortens the time before real analysis begins. They do not give legal opinions. The responsible lawyer reviews every summary and decides what it means for the client. Each extracted point links back to its source page, and every action is logged on XDQ AgentOS.
How do you protect client confidentiality?
Agents run on XDQ AgentOS with role-based access, so each agent and user sees only the matters they are assigned to. Ethical walls can be mirrored in access rules. We can deploy in your environment or a region you choose, and client data is not used outside the agreed setup. The audit log records every document an agent opened and every output it produced.
Will a time capture agent record time automatically?
It suggests entries rather than posting them. The agent reviews calendar events, emails and documents worked on, maps each to a matter and drafts narrative descriptions. Each professional confirms, edits or rejects their own entries before they reach the billing system. This keeps control with the fee earner while making it far easier to capture time that would otherwise go unrecorded.
What does a professional services agent pilot cost?
A focused pilot such as client intake or billing follow-up usually sits in the USD 5,000 to 20,000 band and runs 2 to 6 weeks. Smaller firms can start with a proof of concept from USD 1,000. Connected builds across intake, review and billing typically fall between USD 20,000 and 50,000, and multi-office firm programmes can reach the USD 50,000 to 200,000 band.
From USD 49 or INR 2,999 a month. A person approves every step.