FOR LAW FIRMS, FINANCIAL ADVISORS, ACCOUNTANTS & CONSULTANTS
Qualify every lead. Validate every doc. Reach every client.
We help law firms, financial advisors, accounting firms, and consulting practices use AI to qualify leads, draft client communications, analyze documents, and validate evidence — so your billable time goes to billable work.
THE PROBLEM
Your expertise is the product. Stop spending it in tools instead of with clients.
Professional services firms run on partner time. Here's where most of it gets wasted.
Lead response is too slow
By the time a partner sees a new inquiry, three competitors have replied.
21x higher qualification with 1-min response vs. 30 minutes
Drafting eats client-facing time
Engagement letters, client updates, and intake responses pile up — drafting them eats away at time with the client.
Billable hours buried in document editing
Knowledge is locked in inboxes
Past memos, prior matters, and client docs sit buried across inboxes, drives, and old DMS folders.
People know it exists; finding it costs hours
Document analysis can't keep up with caseloads
Whether validating evidence for a matter, vetting client submissions, or reviewing engagement materials, manual review doesn't scale.
Off-the-shelf tools don't speak your firm's language or case context
WHAT WE BUILD
Four workflows we deploy in 30 days or less.
Qualify leads before a partner ever sees them
Inbound prospects get an immediate, personalized response and pre-qualification — routed to the right partner only when they're ready.
21x higher qualification with 1-min response vs. 30 minutes.
First drafts in your firm's voice
Engagement letters, status updates, and client correspondence drafted from your templates and tone — partner edits, then sends.
Cuts drafting time 40–60%.
Read 100 pages in 5 minutes — and flag what matters
Contracts, financials, and engagement docs analyzed for risk, anomalies, and key terms.
Cuts document review time by 60–80%.
Validate evidence and exhibits at scale
AI analyzes case files, depositions, and supporting documents to determine what qualifies as valid proof for a specific matter, applying your firm's standards.
What took a paralegal a week takes hours.
TOOLS WE PLUG INTO
We work with the tools you already have.
REAL RESULTS
What this looks like for firms like yours.
MASS ARBITRATION LAW FIRM, RALEIGH NC
25–30 hrs/week of paralegal capacity returned. 7–10x ROI.
Two custom AI workflows return 25–30 hrs/week of paralegal capacity to the firm — roughly $150,000 of recovered productivity per year, on an investment that paid back 7–10x.
~200 hrs/year
(~$100K billable value) saved per employee with generative AI
Up to 44%
of legal work hours can be automated with AI
30–50%
less time spent searching internal docs
COMMON QUESTIONS
What you need to know about Pivot180.
How do you handle client confidentiality?
Every deployment is built on infrastructure that supports your duty of confidentiality. No client data is used to train shared models. Your firm controls what's in scope.
Does this replace our practice management or advisor platform?
No. We work with the systems you already have — Clio, Filevine, NetDocuments, Wealthbox, Redtail, and others. The list above is a sample, not a limit. We layer AI on top of your existing stack.
Will partners actually use this?
Yes — because they don't have to learn anything. The fastest wins (intake routing, document review, knowledge search) run silently inside tools partners already open.
How fast can we go live?
Most workflows are tested, deployed and live within 15–30 days.
What does it cost?
The audit is free. Implementations vary by scope. Our typical professional services project pays back inside the first quarter. Fixed scope and price before any work starts.
Do you offer ongoing support after we launch?
Yes. We don't sell-and-walk — once your workflows are live, we offer three support tiers (Essential, Performance, and Premium) covering reliability, optimization, and fully managed AI operations.
See our support tiers →