AI Packages for Springfield Professionals
Clear scope. Measurable ROI. Pick the package that fits your firm, or start with a free discovery call.
How It Works: Discover → Assess → Build → Empower
For Law Firms
Every package includes integration with your existing practice management tools, team training, and 30-day support.
See how these work for law firms →
AI Quick Win
Smart Intake: new clients in your PMS in 60 seconds, conflicts checked automatically.
- ✓Automated client intake form that feeds directly into your practice management system
- ✓AI-powered conflict check on every new inquiry
- ✓Integration with Clio, MyCase, or PracticePanther
- ✓Hands-on team training session + recorded video
- ✓30-day post-launch support
Ideal for: Firms spending 4+ hours/week on intake and conflict checks
Book a Free CallPractice Accelerator
The full assessment-to-automation package.
- ✓AI Readiness Assessment with written report
- ✓2–3 automations (intake + scheduling + email/doc processing)
- ✓Full workflow mapping across your practice
- ✓Implementation and integration with existing tools
- ✓Team training and adoption support
- ✓30-day post-launch support
Ideal for: Firms with 10–50 employees losing 15+ hours/week to manual processes
Book a Free CallFull Practice Transformation
Comprehensive AI across your entire practice.
- ✓Complete AI strategy for all practice areas
- ✓Custom automations across intake, research, drafting, billing, and client communication
- ✓AI-assisted legal research and document drafting workflows
- ✓Client portal intelligence
- ✓Full team training program
- ✓Quarterly optimization reviews
Ideal for: Firms committed to becoming AI-powered practices
Book a Free CallFor CPA & Accounting Firms
Every package includes integration with your existing accounting software, team training, and 30-day support.
See how these work for CPA firms →
AI Quick Win
DocScan Express: W-2s, 1099s, and K-1s extracted and organized automatically.
- ✓Client document upload portal with automatic AI extraction
- ✓W-2, 1099, and K-1 data pulled into structured, tax-prep-ready format
- ✓Missing document tracker with automated client reminders
- ✓Integration with your existing accounting workflow
- ✓Hands-on team training session + recorded video
- ✓30-day post-launch support
Ideal for: Firms losing 50+ hours per tax season to manual data entry
Book a Free CallSeason Saver
Built for tax season survival.
- ✓AI Readiness Assessment with written report
- ✓2–3 automations targeting tax season bottlenecks
- ✓Document processing + client communications + workpaper automation
- ✓Integration with your existing accounting software
- ✓Team training and adoption support
- ✓30-day post-launch support
Ideal for: Practices losing 200+ hours every tax season to manual processes
Book a Free CallFull Practice Transformation
Comprehensive AI across tax, audit, and advisory.
- ✓Complete AI strategy across tax prep, audit, and advisory
- ✓Automated workflows for document processing, analysis, and reporting
- ✓AI-assisted financial analysis and anomaly detection
- ✓Client portal intelligence
- ✓Full team training program
- ✓Quarterly optimization reviews
Ideal for: Firms committed to becoming AI-powered practices
Book a Free CallOngoing Support
After your initial project, keep your AI running at peak performance with a monthly retainer.
Maintenance
Monthly check-in, monitoring, minor adjustments, priority support
Growth
Everything in Maintenance + 1 new automation per quarter + quarterly strategy review
Enterprise
Dedicated AI partner. Unlimited support, continuous optimization, new automations as needed, monthly strategy sessions
Training & Workshops
Want to upskill your team before committing to a project? We offer standalone training.
- ✓Half-day or full-day hands-on AI workshops
- ✓Executive AI briefings for leadership teams
- ✓Prompt engineering and AI tool training
- ✓Department-specific sessions (operations, client services, billing)
- ✓Free Lunch & Learn — 45-minute AI demo for your team, no cost
We Serve Six Industries
We work with businesses across six industries. Explore our industry guides to see how AI applies to your business, and book a call to discuss your needs.
Not Sure Where to Start?
Book a free discovery call. In 30 minutes, we'll identify your biggest time drains and recommend the right approach for your firm.