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Boring Agents

Accounting, legal & advisory firms

Your senior people are sending reminder emails.

Applied AI for accounting and law firms: client documents chased for filing season, engagement letters signed before work starts, intake prepared.

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The work

What we build here

Each job below has a written playbook: the inputs, the output, the target and how it is graded. Scoping starts from it.

Accounting & legal · what we build
Filing-season document chasePlaybook readyA checklist per client, sent on email or WhatsApp, chased until it's complete, and filed in the right folder.
Engagement lettersPlaybook readySent, chased and signed before the work starts, not halfway through it.
New-client intakePlaybook readyCollects the details and documents a new matter needs, and prepares the conflict check for a person to run.
Bookkeeping exceptionsPlaybook readyCategorises the obvious transactions and sends the odd ones to a person with the question to ask the client.
Billing remindersPlaybook readyPolite, on schedule, and stops the moment the invoice is paid.
No new software

Plugs into the systems you already run

These are the systems teams in this industry usually run. Yours may differ; that's fine.

Connections
GmailDocument requests and reminders sentWorks with
DropboxClient uploads collected and checkedWorks with
QuickBooksBookkeeping entries prepared for reviewWorks with
XeroOr Xero, if that's your ledgerWorks with
WhatsAppPayment and deadline remindersWorks with
No new software

Your team keeps working where it works

The work arrives in the inbox, sheet or system they already check. No new logins, no training day. If you run something not listed here, we connect to that instead.

Why it matters

The work that falls through the cracks

Every filing season starts the same way: a list of clients who haven't sent their documents, and someone whose time is billed by the hour writing the third reminder.

None of it needs judgement. It needs a list, a schedule and someone who never forgets to follow up.

Where we'd start: document chasing for one filing season

The outcome is binary (the document arrived or it didn't), the deadline is fixed, and the risk is low: it asks, it never advises. One job, one number, live in 4 weeks. If it moves the number, we add the next one.
Playbook · No. 0777

Document chasing for one filing season

Time to live
4 weeks
Measured on
Clients complete by the deadline, reminders sent by staff
Graded
Monthly, on your real cases, failures listed
Hand-off
What it can't settle goes to a person
Readyplaybook
Honest fit check

This isn't for you if…

We'd rather say so on the first call than after you've paid for anything.

  • You have a few dozen clients and a good assistant. Keep the assistant.
  • You want AI to give advice. Ours asks for documents; your people advise.
  • Your practice software has no way in at all. We'll check before you pay anything.
  • You want it live a week before the deadline. Start a season early.

Tell us the job your team hates. We'll tell you if AI can do it.

A 30-minute call with the people who would build it. No technical knowledge needed: just describe the job, how often it happens, and how you check it's done right.

Book a 30-minute callEmail us the job