Notes on first wins

Short pieces on where AI agents can take work off small and mid-sized firms, written by Shri K.

• Law · 3 min read

  How Ontario law firms can use AI to keep clients updated

  Service is the largest complaint category at the Law Society of Ontario. An AI agent can draft client updates from the file, and a lawyer approves each one before it goes out.

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• Accounting · 3 min read

  How accounting firms can use AI to chase missing client documents

  Canadian accounting firms are doing more work with the same number of people. An AI agent can track what each client still owes and prepare the follow-ups, with staff approving each one.

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• Engineering & architecture · 3 min read

  AI agents for RFP responses at engineering and architecture firms

  Most engineering and architecture teams already use AI chat tools to write proposal content. An AI agent goes further: it runs the repeat steps of each bid and hands your team a package to review.

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