White Tower SystemsBook an AI Workflow Audit
← All industries

Small law firms, CPAs, tax preparers, bookkeepers

Client Intake Automation for Law and Accounting

Professional firms lose time chasing incomplete client packets. A guided intake portal creates one checklist, one status, and one place to see what is missing before work starts.

Book an AI Workflow AuditDescribe Your Workflow

Before

“New clients send documents in pieces across email threads.”

After

One guided intake collects every document, complete before you start.

Where automation helps

Start with the workflow that leaks the most time.

  • Guided client checklists by matter, engagement, or service type
  • Secure upload flows with status and reminder automation
  • Document review queues with optional AI extraction and summaries

Related capability

Document and Knowledge Systems

Document processing, AI-assisted summaries, and searchable knowledge — so what your business knows stops living in heads and inboxes.

View Service

Audit first

Find the smallest useful system for your version of this.

The free AI Workflow Audit maps one workflow, estimates where automation pays off, and flags where custom software is not worth the cost.

Book an AI Workflow AuditCompare Pricing