24/7 client intake
An AI receptionist answers new-matter calls, gathers the details you need for conflict checks and books consultations — clearly identifying itself as a virtual assistant, not a lawyer.
More consultations, fewer lost leads
Industries · Law, accounting & professional services
AI for law firms, CPA firms and professional-services firms
Your firm sells expertise and trust. We help you use AI to win back hours on intake, drafting and document review — with confidentiality protected by design, not by hope.
- In-person setup & training
- English & Spanish
- Privacy built in
Why firms are adopting AI — carefully
Clients expect faster turnaround and predictable fees, while firms must protect privileged, financial and personal information at every step.
In many firms, staff are already experimenting with AI on their own — which is exactly the risk. A firm-wide approach replaces scattered personal accounts with approved tools, a clear policy and technical guardrails, so the benefits arrive without the exposure.
Accounting and tax firms have a parallel obligation: under the FTC Safeguards Rule, tax preparers must maintain a written information security program that includes multi-factor authentication. The IRS offers a template in Publication 5708, and we help firms turn that paper plan into working controls.
Concrete use cases
What AI can do for law firms, cpa and accounting firms, and professional-services firms
Practical, proven applications — set up and supported locally, with security from the start.
Document review and summaries
Summarize contracts, leases, depositions or financial statements inside approved, firm-controlled AI tools — never consumer accounts.
Hours of reading reduced to minutes
Drafting assistance
First drafts of letters, engagement agreements, memos and client updates from your own templates, always reviewed by a professional.
Faster turnaround on routine work
Deadline and task tracking
AI extracts dates and obligations from documents and email, then proposes calendar entries and tasks for staff to confirm.
Fewer missed dates
Client document collection
For CPA firms: secure, automated requests and reminders for tax documents, with incoming files classified and filed to the right client.
A calmer tax season
Confidentiality guardrails
Data loss prevention keeps client data out of unapproved AI tools, backed by SSO, MFA and an AI policy aligned with your professional rules.
AI you can defend to clients
Example scenario
Tax season at a Palm Beach County CPA firm
An illustrative example of AI supporting a small accounting practice from January to April.
Illustrative example — names and details are hypothetical.
-
January
The firm’s portal sends each client a personalized document checklist, with automatic reminders until everything arrives.
-
February
Incoming W-2s, 1099s and K-1s are classified and filed to the right client folder automatically; anything missing is flagged.
-
March
After-hours “did you get my documents?” calls are answered by the AI receptionist, which checks status and books callbacks.
-
April
Staff draft extension letters and client summaries in approved AI tools — and data loss prevention blocks an accidental paste of Social Security numbers into a personal chatbot.
Professional obligations we design around
We build AI programs that respect the rules your firm already lives by. (General information, not legal advice.)
- Florida Bar Ethics Opinion 24-1: protect confidentiality, supervise AI output, bill fairly and follow advertising rules for client-facing chatbots.
- Attorney–client privilege and work product: approved tools, firm-controlled data and access limited to the matter team.
- FTC Safeguards Rule for tax preparers: a written information security program, MFA and encryption.
- Record retention and e-discovery: AI-generated drafts and logs stored where the firm can find and preserve them.
- Client consent where third-party AI processing of confidential information requires it.
How we help
Services for law firms, cpa and accounting firms, and professional-services firms
Secure AI Use for Employees
Stop data leaks into ChatGPT and other AI tools with Cloudflare One.
AI Consulting & Training
Strategy, staff training and an AI policy that fits your business.
AI Receptionist & Voice Agents
Answer every call 24/7 in English and Spanish, and book appointments.
Identity & Access Management
SSO, MFA and passkeys with Microsoft Entra ID, Okta or Google.
Questions & answers
Law, CPA & Professional Firms: common questions
Can Florida lawyers use generative AI?
Yes, with safeguards. Florida Bar Ethics Opinion 24-1 (January 2024) says lawyers may use generative AI if they protect client confidentiality, supervise and verify the output, avoid improper billing and follow advertising rules for client-facing chatbots. We help firms implement those safeguards with approved tools, policies and data protection. (General information, not legal advice.)
Is it safe to put client documents into ChatGPT?
Not into a personal or free account. Firms should use business or enterprise AI services with contractual data protections, configured with firm accounts and single sign-on — and back that up with data loss prevention so mistakes are caught.
Can an AI receptionist handle legal intake calls?
Yes, for scheduling and gathering intake details. It should identify itself as a virtual assistant, never give legal advice, and pass anything sensitive or urgent to your staff. Intake summaries arrive in your inbox or practice-management system.
Do CPA firms need a written information security plan?
Tax preparers are covered by the FTC Safeguards Rule, which requires a written information security program with specific safeguards such as MFA. IRS Publication 5708 provides a helpful template; we help firms implement the technical controls behind it.
How do we write an AI policy for our firm?
Start with which tools are approved, what may never be entered, review and verification requirements, client-disclosure rules and who approves exceptions. We draft it with your partners and align it with your professional obligations.
Other industries
More South Florida industries we serve
Medical & Dental Practices
HIPAA-aware AI for scheduling, intake and follow-ups.
Real Estate, Condos & HOAs
Owner requests, records and leasing on autopilot.
Home Services & Contractors
Never miss an emergency call — even mid-hurricane-season.
Hospitality, Restaurants & Clubs
Reservations, events and guest questions handled instantly.
Marine & Yacht Services
Service requests, quotes and scheduling for marinas and yards.
Financial Advisors & Insurance
Client service automation with security and compliance first.
Ready when you are
Let’s talk — over coffee in Boca, or at your office.
Tell us what’s slowing your business down. We’ll explain, in plain English, where AI, automation and better security can help — and where they can’t.