AI Automation for Law Firms & Accounting Offices

Qualified leads only. Your time is too expensive for anything else. TechReason builds intake and workflow automation for professional services firms that eliminate unqualified inquiries and let your team focus entirely on billable work.

What we automate

• AI intake chatbot that qualifies prospects on practice area, budget, and urgency before any staff involvement
• Automated client onboarding document collection and deadline reminders
• Secure client portal with file upload, status tracking, and encrypted messaging
• Local SEO for high-value keywords — “estate attorney near me,” “CPA for small business”
• Automated billing reminders and invoice follow-up sequences
• Conflict check automation and new matter intake workflows

Professional services firms lose an average of 30% of their billable hours to non-billable admin work. Automating these tasks directly recovers hours that go straight to the bottom line.