For consulting, accounting, legal & financial advisory
Your billable hour is your inventory. Stop spending it on admin.
Your AI workforce handles intake, scheduling, document collection, billing, follow-ups, and marketing — so the only hours you log are the ones that bill.
The math of your industry.
36%
of a partner's week spent on non-billable administrative work
$420
the average billable hour for mid-market professional services
$78K
annual revenue lost per partner to administrative drag
The ROI for your business
What Sentica is worth to you.
An actual runbook
The 'new client intake' runbook.
From first email to signed engagement letter, without a human touching the process — until the partner reviews the file.
{
"trigger": "inbound_inquiry_email_or_form",
"agents": ["ava", "claire", "sam"],
"autonomy": "execute_with_partner_review",
"steps": [
{
"step": 1,
"agent": "ava",
"action": "schedule_30min_consultation",
"within": "24h"
},
{
"step": 2,
"agent": "ava",
"action": "send_intake_questionnaire",
"via": "secure_portal"
},
{
"step": 3,
"agent": "claire",
"action": "conflict_check",
"against": "client_database"
},
{
"step": 4,
"agent": "claire",
"action": "draft_engagement_letter",
"template": "standard_msa",
"autonomy": "draft_for_review"
},
{
"step": 5,
"agent": "sam",
"action": "open_matter_in_billing_system",
"tool": "clio"
},
{
"step": 6,
"action": "queue_for_partner_review",
"items": ["intake_summary", "draft_engagement", "conflict_report"]
}
]
}Your core team
The agents that matter most for Professional Services.
- Handles inbound calls and scheduling
- Runs intake questionnaires via secure portal
- Schedules and reschedules client meetings
- Reminds clients about document deadlines
- Confirms meetings the day before
- Drafts engagement letters from templates
- Runs conflict checks
- Tracks compliance deadlines and filings
- Organizes signed contracts and matter files
- Escalates non-standard redlines to partners
- Sends invoices on your billing cadence
- Chases past-due with personalized follow-ups
- Reconciles trust accounts daily
- Tracks WIP and realization by partner
- Forecasts cash flow
- Nurtures referral relationships
- Publishes thought leadership content
- Manages your LinkedIn presence
- Runs newsletter campaigns to your book
- Responds to inbound RFPs with first drafts
Design Partner · Private Beta
"I got 12 hours a week back. I used 9 of them billing client work and 3 of them on my kids. I don't think there's a higher endorsement than that."
Managing partner, 8-attorney boutique firm in the Midwest · Sentica design partner since Q1
Anonymized at the partner's request. Verified results, real business.
Questions from Professional Services owners.
Is Claire actually practicing law?+
No. Claire drafts from your templates and queues everything non-standard for a barred attorney's review. Her default autonomy mode is 'draft for review,' not 'execute.' Anything that requires legal judgment goes to a human attorney.
What about confidentiality and conflicts?+
Per-tenant isolation means your client data never touches another tenant's agents. Conflict checks run automatically against your client database before any work begins. Audit logs satisfy bar requirements.
Does it work with Clio, MyCase, PracticePanther, QuickBooks?+
Yes. We integrate with the major practice management and billing tools used in legal, accounting, and consulting.
How does Sentica handle privileged information?+
All data is encrypted at rest (AES-256) and in transit (TLS 1.3). Privileged matter data is tagged and access-controlled to only the agents and humans with explicit permission. Full audit trail of every access.
See your version of this.
A 30-minute demo, configured for a Professional Services business like yours.
Book a Professional Services demo