§ 01
Client intake
New inquiries get a structured intake response, conflict-check questions answered, calendar slots offered, basic documents requested — all before you've read the original email.
← All use cases
AI for professional services firms
Professional services run on relationships and on small administrative tasks. Each individually unimportant, collectively a part-time job. UltraWeb AI handles the second so you can focus on the first.
§ 01 /What it handles
The work, broken down.
§ 02
Billing reminders
Invoices that are 15, 30, 45 days overdue get the right reminder. Tone-calibrated to your relationship with the client. Escalation path before things get awkward.
§ 03
Project triage
AI keeps your matters / engagements / projects organized: deadlines, deliverables, who's blocked on whom. Asks one focused status question a day.
§ 04
Document drafting
From your templates: engagement letters, NDAs, common contracts, status reports. AI produces the first draft with the right boilerplate and the case-specific particulars filled in. You edit the parts that need judgment.
Example · A 5-person law firm
We bill our hours on substantive work. Every hour we lose to admin we never get back. We need our intake, billing, and document-drafting to just happen.
Your agent:Your AI handles the predictable parts of running the firm. Your humans focus on the legal work that's actually billable.
If a partner spends 5 hours a week on admin instead of billable work, that's $50K+ a year of opportunity cost. UltraWeb AI pays for itself many times over.