Where Nebraska law, CPA, and A&E firms actually get billable hours back
Engagement intake, document review, workpaper tie-outs, RFP drafting — quietly faster, fully reviewable, with the attorney or CPA making every call that matters.
Text Rosey · Schedule a call →Where the work shifts
Concrete before/after for professional services.
- Conflict checks done by hand from a master spreadsheet, then someone has to draft the engagement letter from scratch before the clock starts
- Associates billing by the hour against a discovery set that runs ten thousand documents, tagging by eye and hoping for consistency
- Tax workpapers tied out by a staff accountant going line by line between the return and the supporting schedules, with half a day gone on a busy-season Friday
- RFP responses and fee proposals started from a blank page every time — the proposal lead pulling from memory, the project manager assembling qualifications from last year's submittals
- A conflict report runs against the full matter history in seconds; an engagement letter draft is ready for attorney review before the client call ends
- A first-pass relevance and privilege review tags the set overnight; associates work from the flagged subset, with every tag reviewable and defensible
- Outliers flagged with the source document cited — accountant reviews the exceptions rather than confirming the ones that are already right
- A first draft in the firm's voice, built from prior proposals, win summaries, and past project sheets, lands in the partner's or principal's queue for review and tailoring
Use cases we ship inside professional services firms
Engagement intake & conflict checks
- Input
- New matter intake form + full matter history
- Work
- Run conflict search, flag hits for attorney review, draft engagement letter from matter details
- Output
- Conflict report with engagement letter draft ready for partner review
- Saved
- 45–75 min per new matter
Document review at scale
- Input
- Discovery or due-diligence document set
- Work
- First-pass relevance tagging, privilege flagging, hot-document identification
- Output
- Prioritized review set with tags for attorney QC
- Saved
- 60–80% reduction in documents attorneys touch directly
Tax workpaper review
- Input
- Tax return + supporting schedules + prior-year workpapers
- Work
- Cross-reference figures, flag variances, cite source documents for each exception
- Output
- Exception report for accountant review rather than a full line-by-line pass
- Saved
- 2–4 hours per complex return in busy season
RFP, fee proposal & qualifications drafting
- Input
- RFP or solicitation requirements + prior winning proposals or past submittals + firm bio and project experience
- Work
- Draft response in the firm's voice, map requirements to capabilities, pull relevant project experience and team qualifications
- Output
- First-draft proposal or qualifications statement for partner or principal review and tailoring
- Saved
- 3–5 hours per proposal or submittal
What 90 days looks like for a professional service firm
Two weeks of conversations with partners and practice group leads to understand where billable time is going sideways — and to establish confidentiality boundaries up front, including firm-only data segregation and confirmed no cross-tenant data leakage before a single document is ingested
6–8 weeks building against the firm's actual matter history, document management system, and practice area priorities
Hands-on with associates, staff accountants, and admins; written runbooks that travel with the matter team
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