A Monday at the practice
8still on your desk0taken over
- 08:50
Reception is on one call and the second line rings out: someone who has put off ringing a solicitor for weeks, or a company that needs its accounts filed by Friday. They try the next firm.
An AI receptionist answers the calls reception can't take. It says it's an AI, asks the questions your intake needs (for a solicitor, the other party's name for the conflict check), flags anything urgent and books a consultation.
AI phone receptionist - 09:30
A form filled in over the weekend. It waits until someone has a minute, and the person has emailed other firms too.
Each enquiry gets a reply within a minute with a link to book a consultation, and the right person at the practice hears about it. Three follow-ups go out over the next week unless the practice marks it booked.
Follow-up sequences - 10:30
Someone opens the last engagement letter, changes the names and hopes nothing from the last client survives. The ID check is a photo of a passport in an email.
The client fills in a form. The engagement letter is drafted from your own template, sent for e-signature, and the ID check runs. A partner approves every letter and makes the AML decision.
Onboarding pack - 11:30
Bank statements, the signed form, last year's accounts: asked for twice by email, promised, not sent. Someone keeps a list in their head of who still owes what.
Each client gets a checklist for their job and an upload link. Reminders go out until the set is complete, each upload is checked to be the right document, and staff are told when it's all in.
Document chasing - 12:30
Another call from the same client. Nothing has changed since the last one, and saying so still takes time.
When a file moves to its next stage the client gets an email saying so, in your words. Nobody has to ring.
Matter updates - 14:30
Unpaid. The partner who did the work doesn't want to be the one who chases it.
Three reminders go out after the due date, each with a link to pay. A partner hears when one is still unpaid.
Follow-up sequences - 15:30
A trainee asks how the practice handles a client who wants to pay in cash. Someone stops to find the AML policy in a folder or an old email.
Staff ask your own office manual, policies and precedents and get the answer, with the document it came from.
Internal knowledge base - 17:00
The client is pleased. Nobody asks for a review; it isn't done, or nobody remembers.
When a file closes the client gets an email with your Google review link. Replies come to the practice.
Review requests
What does your Monday cost?
The calculator puts your own numbers on enquiries that go cold, hours chasing documents and onboarding paperwork, in euro a year, and shows which build pays for itself first.
Try the practice calculatorIllustrative. The times and jobs are typical of a small solicitor's or accountant's practice, not taken from any one firm. Engagement letters come from your own templates and a partner approves each one; nothing here gives legal or tax advice. Every build named here is on the price list.