A tidy office desk in warm light, a closed folder and a pen neatly placed, a window with soft daylight, no people in sharp focus, no readable text or signage.
Accounting and legal firms

Spend your time on the case, not the paperwork.

AI for accounting and legal firms.

AI routes client questions by WhatsApp, tracks case documents, and reminds clients before a deadline.

Examples

A look at how it works.

Clients ask a question and send a document on WhatsApp.

Illustrative example
Filings this week6+1
Documents pending4-2
Client questions11+3
Avg. response time12 min

Filings by day — sample data

Mon: 2Tue: 3Wed: 1Thu: 4Fri: 2Sat: 0Sun: 0MonTueWedThuFriSatSun
Filings by day — sample data
Mon2
Tue3
Wed1
Thu4
Fri2
Sat0
Sun0

A dashboard with this week's filings and pending documents.

Illustrative example
This week's filings — sample data
Due dateClientDocumentStatus
Nov 10Client 1Bank statementPending
Nov 12Client 2ID copyReceived
Nov 14Client 3Power of attorneyPending
Nov 15Client 4InvoicesReceived
Nov 18Client 5Signed contractReceived

This week's filings and document status, in one table.

Illustrative example
  1. Ledger & Lane LLP8:42 am

    Filing deadline approaching

    Client 12's quarterly filing is due in 48 hours and the case folder is missing two supporting documents.

  2. Ledger & Lane LLP10:15 am

    Deadline calendar updated

    Your AI agent rescheduled three statutory deadlines after the registry office confirmed new dates.

  3. Ledger & Lane LLP3:07 pm

    Case folder reviewed

    The automation agent flagged an inconsistency between the engagement letter and the drafted contract.

Deadline and filing alerts from the firm's automation agents

Illustrative example

Assign a case folder

Client Client 7 — Northgate Holdings
Matter type Corporate tax filing
Responsible attorney Attorney 2
Deadline Thursday, April 30

Form assigning a case folder to a responsible attorney

Illustrative example

Monthly practice summary — sample data

142Filings completed
96%Deadlines met
11 hrsSaved per week

AI agents drafted 64 percent of routine filings and routed them for partner review before the deadline.

Automated case folder assembly cut document retrieval time in half across the firm's four practice groups.

Monthly metrics for filings, deadlines, and time saved

Also helps with

  1. 01

    Deadline reminders.

    A reminder goes out before a filing deadline, not after.

  2. 02

    Document requests.

    A missing document becomes one message, not a phone call.

How we work

  1. 01

    Assess

    We watch a normal week of cases and pick what to build first.

  2. 02

    Build and launch

    We build it on your own case system and adjust until your team uses it daily.

  3. 03

    Hand over

    Documentation, training and full access — it’s yours to run.

What stays with people

Every legal opinion, every tax decision and every exception for a client — those stay with your accountants and lawyers. The agent handles question routing, document requests and reminders; it never gives legal or tax advice on its own.

A hand holding a phone with a soft chat-style screen glow near a desk with a closed folder, warm office light.
A document request sent before the deadline gets close.

Questions owners ask

Does the agent give legal or tax advice?

No. It routes questions, requests documents and sends reminders — every opinion or decision stays with your accountants and lawyers.

Does it work on WhatsApp?

Yes — clients can ask a question, send a document or confirm a deadline on WhatsApp, and it also works on the web.

Do I have to change my case management system?

No — we start from the system you already use and read from it. If it can’t connect, we’ll tell you at the first visit.

Can it track documents for several cases at once?

Yes — it keeps a checklist per case and messages a client only about what’s still missing.

Who owns what you build?

You do — it’s built on KOA, an open-source platform under an MIT licence. There are no licence fees; your team gets full documentation and access.

How much does it cost?

It depends on what is worth doing first. We agree the price after the first conversation, before any work starts, and there are no licence fees.

Is it only for firms with many clients?

No. It’s made for a small office as easily as a large one, wherever someone already answers WhatsApp between cases.

Integrations

Integrations for Accounting & legal

  • SAT/CFDIIn production
  • StripeIn production
  • Google WorkspaceIn production

and 5 more integrations

See the integrations for Accounting & legal

The agent requests the document, and your team decides the case.

Tell us about your firm
If the chat doesn’t answer, email us: hola@koalabs.ai