Elevate Your Practice with Intelligent Automation
Transform your professional services firm with AI-powered tools that handle client intake, automate documentation, and free your experts to focus on high-value advisory work.
AI Solutions for Professional Excellence
Purpose-built AI tools that understand the unique demands of professional services, from client confidentiality to complex project management.
Client Intake Automation
Streamlined onboarding with AI-powered document collection, conflict checking, and engagement letter generation that reduces intake time by 60%.
Document Intelligence
Extract key information from contracts, filings, and client documents. Generate summaries, identify risks, and organize files automatically.
Smart Scheduling
AI-optimized calendar management that coordinates client meetings, manages availability, and reduces scheduling conflicts.
Client Communication Hub
Automated client updates, secure messaging, and intelligent response suggestions that keep clients informed without consuming partner time.
Matter Management
Track projects, manage deadlines, and coordinate team resources with AI-powered workflow automation and status tracking.
Business Intelligence
Real-time dashboards on utilization, realization rates, client profitability, and practice performance metrics.
Professional Services We Serve
Our AI solutions are tailored for various professional service disciplines, each with unique workflow requirements.
Law Firms
Client intake, document review, case management, and billing automation for legal practices of all sizes.
Accounting Firms
Tax document processing, client communication, engagement management, and deadline tracking for CPA firms.
Management Consulting
Proposal generation, project tracking, resource allocation, and client reporting for consulting firms.
Financial Advisory
Client onboarding, portfolio reporting, compliance documentation, and meeting scheduling for wealth managers.
HR Consulting
Candidate management, client communication, project tracking, and deliverable automation for HR consultancies.
Marketing Agencies
Client intake, project management, creative briefs, and campaign reporting for marketing and creative agencies.
Why Professional Firms Choose B4G AI
Our solutions are designed by professionals for professionals, understanding the unique demands of client service, confidentiality, and quality expectations.
Trusted by Leading Firms
See how professional services firms are transforming their practices with B4G AI
Client intake that used to take 2 hours now takes 15 minutes. Our associates spend their time on substantive work instead of chasing documents.
The document intelligence features have transformed how we review contracts. We catch issues faster and provide better advice to clients.
Our utilization rate went from 65% to 82% in six months. The AI handles the administrative work that was eating into billable hours.
Ready to Transform Your Practice?
Join leading professional services firms that are delivering better client service while improving profitability.