AI for professional firms
AI agents and process automation for accounting, law, insurance, real estate and consulting firms. Less admin, faster client responses.
- Client upload · 6 files from Dana Lee · 7:42pm
- Read each file: two W-2s, a 1099, three receiptsDrive
- Renamed and filed them in Dana's 2026 return folderDrive
- Checked the intake checklist: brokerage statement missingKarbon
- Updated the return status to “Docs in review”Karbon
Ready for you · nothing sent yet
Email to Dana confirming what arrived and asking for the brokerage statement.
Where the hours go.
Accounting and bookkeeping firms, law offices, insurance agencies, real estate teams and consultancies tell us the same three things.
Billable people doing admin work
Partners and senior staff spend hours on intake, scheduling, status emails and chasing documents.
Client documents arrive in a mess
PDFs, photos and email attachments come in every format, and someone has to rename, sort and file each one.
The same information typed twice
Proposals, engagement letters, invoices and the CRM all need the same client details, entered by hand.
What we'd set up first.
AI Agents
Reads client uploads and emails, files documents in the right folder and drafts replies to routine status questions.
Fixed quote after a free call
Process Automation
Turns a signed proposal into the client record, engagement letter, first invoice and kickoff tasks.
from $500 setup + $99/mo
AI Strategy & Consulting
Maps how work moves through your firm and ranks what to automate first, plus an AI use policy for your team.
Fixed quote after a free call
AI Receptionist & Chat
Answers new inquiries by phone or website chat, screens them and books qualified consults on your calendar.
from $300 setup + $199/mo
A day with Wrenwork.
A sample day once it's set up. Nothing on this list needs you to open an app.
- 7:30amOvernight client uploads are already renamed, sorted and filed. Two missing forms have a reminder drafted.
- 9:15amA prospect fills in your contact form. The agent screens it and offers three consult times.
- 11:40amA client signs a proposal. The engagement letter, invoice and project tasks are created automatically.
- 2:00pmThree “where are we at?” emails get drafted replies from your project tracker, waiting for a quick OK.
- 5:30pmYour weekly pipeline report lands in your inbox. Nobody built it by hand.
Questions we hear.
We handle confidential client data. Is this safe?
We use business-grade AI providers that don't train on your data, limit what each agent can access and document it all. We can also keep sensitive steps fully inside your existing systems.
Will it send things to clients without review?
Not unless you want it to. Most firms start with agents that draft and file, and a person approves anything that goes to a client.
Does it work with our practice management software?
Many tools, like Karbon, Clio, HubSpot, Microsoft 365 and Google Workspace, can connect. We check yours on the first call and tell you what's possible.
Can you train our team on AI tools too?
Yes. Our consulting includes hands-on sessions on using AI assistants well, and a simple policy on what's OK to share.