Practice agents for accounting, engineering and legal firms
Four agents run the operational side of client work: one handles intake and document chasing, one tracks filing deadlines per client, one cleans up time and billing before invoicing, and one keeps engagements on track. Built with professional-services specialists, packaged for the marketplace.
Four focused agents. Deploy the whole suite, or the agents you need.
Runs client intake and chases the documents you are waiting on.
Tracks filing and statutory deadlines per client so nothing is missed.
Cleans up time entries and billing before invoicing to reduce leakage.
Keeps engagements on track with reminders, status and next-step nudges.
From new client to clean invoice, deadlines never slip
Onboards & chases docs.
Watches every date.
Keeps work moving.
Cleans up invoices.
What ships when the Professional Services Suite launches
Document and workflow agents over your practice and matter data.
REST API, email/document capture, and connectors for common practice, DMS and billing tools.
Drafts and reminders require professional review; client confidentiality is enforced.
Runs in your cloud account. Client and matter data stays yours and confidential.
Fewer missed deadlines, faster intake and less write-off at billing.
Per-seat or per-client metered billing through the marketplace.
Shaped by accounting, engineering and legal practice specialists on the 3ai agency platform.
Collaborating agents
Deadlines tracked
Clean billing
The Professional Services Suite is coming to the AWS and Google Cloud marketplaces. Contact us to join the early-access program.
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