Book a 30-minute call
Let's identify the first workflow your AI colleague could take on.
In 30 minutes, we will look at where recurring work consumes your firm's capacity, identify a suitable starting workflow and show you how FlowLeap executes it with your team remaining in control.
- Practical solutions
- No fancy terminology
- Just real-world use cases your firm can implement
Book your call
What happens on the call
- 1.You describe your current practice pain points and resource bottlenecks
- 2.We agree which recurring workflow the AI colleague would take on first
- 3.Select a couple of clients to run the controlled trial with
- 4.A short product demo showing how the AI colleague executes the workflow and escalates uncertainty
SOME OF THE BRANDS WE WORK WITH
- Hubdoc
- Draftworx
We work inside the systems your firm already runs. Nothing gets migrated.
How it works if you go ahead with trial account
One workflow
We start with one recurring workflow and a small client group, to prove accuracy before scope.
- ~2 weeks
Shadow mode
The colleague works beside your team while your people review everything it produces.
It learns
Your approvals and corrections become firm-specific rules and memory.
- By month 2
Firm-wide rollout
Once you trust it, proven workflows widen to more clients, periods and practice areas.
Questions we get asked
No. FlowLeap works inside the tools you already run. Your stack stays, your processes stay.
Accuracy is the fixed requirement and coverage is the variable. Early on it takes a smaller share of the work and gets that share right, then widens as it earns it. A confident wrong answer costs more than an unanswered item.
You do. Your SOPs, mapping logic and client configurations are yours, documented and exportable. Each firm is isolated and we don't train on your processes to serve anyone else.
No. It removes mechanical preparation so your accountants spend their time on review and advice. Every firm we work with is trying to add capacity, not cut people.
A few hours in the first two weeks to walk us through the workflow, and access to the systems it touches. We carry the build. Recording someone doing the job once is usually enough, so you don't need written SOPs.
The trial runs about two months. The first two weeks are shadow mode on one workflow and a small client group, with your team reviewing everything. From there we widen workflow by workflow only once you're satisfied with accuracy. Commercial terms are agreed on the call, once we know which workflow you're starting with.
Your data stays in your systems. We read what a workflow needs when it needs it, and we don't hold a second copy elsewhere. Nothing goes to a client without a person approving it.