Solution
Legal · Accounting · Professional services
Business Intelligence Platform
A business intelligence platform for legal, accounting, and professional services operations: it turns the unstructured documents your teams already produce into structured facts and a systematic view of where every matter stands. Backed by a shipped case study — in a 30-case live pilot it matched the firm’s documented stage baseline on 26 cases, and 200+ live cases flowed through it in its first three months.
Status lives in people’s heads
In legal, accounting, and professional services operations, the state of the work is maintained by hand. Staff watch shared drives for new documents, rely on information passed between team members to know whether a matter has advanced, and update statuses manually.
The result is an operation with no systematic view of movement through its own pipeline — where each case, engagement, or client file stands, and when new documentation shows it has moved.
What the platform does
The platform turns the unstructured documents your operation already produces into structured facts and deterministic state updates. Your team changes nothing about how it operates: documents land in the same drive they always did, and the system picks them up, reads them, and applies what it finds to the record.
The architecture rests on one principle: unstructured documents, probabilistic fact extraction, deterministic state transitions. AI extracts the facts, held behind confidence gates — deterministic code owns the state transitions. Anything the system cannot resolve becomes an explicit, typed anomaly instead of a silent guess. That separation is why the system can be trusted with operational state.
What you gain is systematic visibility into movement through your pipeline — a live, derived view of where the work stands, built for the way your operation already runs.
The proof
iQonAi built this system for a California law firm that tracked case status by hand. The full case study covers the architecture, the pilot method, and the measured results.
26 of 30
pilot cases matched the firm’s documented stage baseline — 4 correctly tracked ahead on new documents, 0 behind
200+
live cases through the system in its first three months — all new intake now flows through it
Terms
- Fee
Starts at $15,000
- Timeline
Starts at 6 months
An estimate, scoped on the call. The exact timeline depends on what we find in scope.
Buying a solution includes gathering the requirements needed to tailor it to your operation — not a full operational deep dive.
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