AI Agents for Legal & Financial Services
Process document intake, schedule consultations, manage client communications, and automate compliance checks—streamlining operations while maintaining security and accuracy.
AI Agents Designed for Professional Services
Intelligent automation solutions that handle administrative tasks, client communications, and compliance requirements—enabling legal and financial professionals to focus on high-value work.
Document Intake Processing
AI agents collect, organize, and categorize client documents, ensuring all necessary information is captured before consultations.
Consultation Scheduling
Automate appointment booking, send reminders, and manage attorney or advisor calendars efficiently.
Compliance Automation
Automatically verify compliance requirements, track deadlines, and ensure regulatory adherence across all processes.
Comprehensive Legal & Finance Automation Features
B4G AI offers a comprehensive suite of features to streamline professional services.
Intelligent Document Management
Automatically extract key information from legal and financial documents, organize files, and flag missing information.
Smart Scheduling System
Coordinate consultations, manage multiple attorney or advisor calendars, and optimize appointment availability.
Client Communication Management
Handle initial inquiries, send case updates, and manage client communications while maintaining confidentiality.
Regulatory Compliance Tracking
Monitor compliance deadlines, track required documentation, and ensure adherence to industry regulations.
Case & Matter Management
Organize case files, track matter status, and automate workflow notifications for legal teams.
Financial Document Processing
Process financial statements, tax documents, and investment records with accuracy and security.
Solutions for Every Professional Service
B4G AI can be deployed across various types of legal and financial practices.
Law Firms
Handle client intake, manage case documents, schedule consultations, and automate routine legal processes.
Accounting Firms
Process tax documents, manage client communications, and automate financial reporting workflows.
Financial Advisory Services
Onboard new clients, process investment documents, and manage advisor-client communications.
Compliance Consulting
Track regulatory requirements, manage compliance documentation, and automate reporting processes.
Estate Planning Services
Process estate documents, manage beneficiary communications, and coordinate multi-party consultations.
Real Estate Law
Handle contract intake, manage transaction documents, and coordinate closing schedules efficiently.
Streamline Your Professional Services
Discover how B4G AI can revolutionize your legal or financial practice.
Increase Efficiency
Automate time-consuming administrative tasks to allow professionals to focus on billable work and client strategy.
Improve Client Experience
Provide faster response times and seamless document processing, enhancing client satisfaction and retention.
Ensure Compliance
Automatically track deadlines and requirements, reducing compliance risks and ensuring regulatory adherence.
See What Legal & Finance Professionals Are Saying
Hear from practices that have transformed their operations with B4G AI.
B4G AI has streamlined our client intake process. We can now handle 50% more consultations with the same team.
Document processing automation has been incredible. We've reduced administrative time by 60% and improved accuracy.
The compliance tracking features have eliminated our risk of missing deadlines. It's been a game-changer for our practice.
Ready to Streamline Your Professional Services?
Join legal and financial practices that have revolutionized their operations with B4G AI agents.