AI automation for law firms, accountants, and advisors.
Document generation in the same format you bill clients in, research agents grounded on your firm’s own matter files, and intake agents that qualify prospects so partners spend billable hours on billable work. Built for distribution, professional services, and consulting firms Benian already serves.
Where AI actually fits.
Billable people doing non-billable work
Associates drafting standard motions, paralegals chasing intake paperwork, advisors re-typing the same meeting recap into three systems. The leverage is in getting that work done without a human in the loop.
Every firm has a RAG problem
Your matter files, closed deals, and playbooks are the asset nobody else has. A chatbot grounded on that corpus, with citations, is a research multiplier that stays defensible.
Intake decides who you work with
A bad intake routes the wrong prospect to a partner. A bilingual voice or chat agent can qualify on conflicts, fit, and budget before the firm’s time gets committed.
Document generation is still manual
Engagement letters, client reports, compliance filings — most of the work is filling in structured data into a house template. Four-minute turnaround instead of forty is the realistic lift.
Named clients in this vertical.
Mid-market distribution + professional-services clients
United States & TurkeyMultiple active engagements across distribution, professional services, and home services. Named references available on request.
What we build for you.
- 01
RAG chatbot on firm knowledge
Grounded answers over your matter files, engagement history, and precedents. Cited sources per answer, tool-calling for the things that need live lookups. Starts at $500 and scales with scope.
- 02
Document generation pipelines
Form-to-PDF or form-to-docx engines for engagement letters, client deliverables, and compliance reports. Four-minute turnaround with house-branded templates.
- 03
Workflow automation on n8n
Connects the tools you already run — HubSpot, Salesforce, Clio, practice-management systems — into a single hub-and-spoke with conflict-resolved writes. $750 – $10,000 per scope.
Want this shipped for your shop?
Book a scoping callFrequently asked questions
- Yes. Chat AI engagements run on your own infrastructure when that’s a requirement: your vector store, your credentials, your audit trail. No data leaves your environment unless you explicitly allow it. This is the default posture for regulated professional-services firms we work with.
- Anything that’s a house-template filled with structured inputs: engagement letters, client update reports, compliance filings, standard motions, quarterly recaps. If the output is a branded PDF or docx and the inputs are a form or a structured intake, it’s a fit.
- Yes. Benian serves both US and Turkish clients and prefers longer-term engagements over one-off builds. Bilingual deployments (EN/ES, EN/TR) are standard rather than a premium add-on.
- Either a productized entry point (AI Sprint, 2 weeks, $3,000 or AI Audit, 4 weeks, $5,000) followed by scoped builds, or a retainer arrangement for firms that want ongoing operational automation capacity. The person who scopes the project also builds it, which keeps continuity tight.