Industry
AI employees for CA and law firms
CA and law firms spend partner and associate time chasing documents, booking meetings and tracking deadlines. AI employees for professional services handle that coordination on email and WhatsApp. Advice, filings and sign-off stay with qualified people.
Where it hurts
- Clients send documents late, piece by piece, across email and WhatsApp
- Compliance deadlines are tracked in personal notes
- Meeting scheduling eats into billable time
- Invoices for fees go unpaid without reminders
Roles for this work
AI executive assistant
An AI executive assistant takes the admin out of a founder's or manager's day. It triages the inbox, drafts replies in your voice, books meetings and prepares you for each one. It drafts; you decide what gets sent.
AI bookkeeper
An AI bookkeeper handles the routine side of the books. It collects bills from email, records them in your Google Sheets ledger, matches payments and prepares a monthly summary for your accountant. It does not file returns or give tax advice. Tally is coming soon.
AI collections agent
Chasing overdue payments is necessary, repetitive and easy to put off. An AI collections agent, hired on Staff.work as a finance staffer, checks your invoice sheet every morning, writes polite reminders matched to how late each invoice is, and sends them once a manager approves.
AI appointment setter
An AI appointment setter turns a 'yes, let's talk' into a meeting on the calendar. It reads the request, checks Google Calendar, offers three times that work and books the one the other person picks. If a request is unclear, it hands it to a teammate instead of guessing.
An example workflow
- 1
On a schedule, the staffer checks the client tracker for pending documents
- 2
It writes a polite request listing exactly what is missing
- 3
A manager approves the batch and it goes out by email or WhatsApp
- 4
Documents that arrive are recorded against each client in Google Sheets
- 5
Two days before a deadline, it tells the responsible associate what is still open
Questions
Will it give clients tax or legal advice?
No. Set it to hand every advice question to a qualified person. It handles coordination, records and reminders.
Is client data kept separate?
The staffer works in the sheets and folders you connect, everything it produces belongs to your firm, and every action is in the work log.
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