AI agents for law and accounting that capture leads, qualify fast, and book more meetings

Stand up a working AI agent on HubSpot Breeze AI or OpenAI Agent Builder. Clear outcomes. Hours-first pricing. A delivery playbook built for speed and control.

Schedule a 30-Minute Strategy Call

Industry Snapshot

What the market is seeing

Attorneys using AI-based tools
30.2%

with 54.4% citing time savings as the top benefit

Source: ABA
AI expected to save time
4-12 hrs/week

Knowledge workers expect 4 hours/week now, 12 hours/week by 2029

Source: Thomson Reuters
AI improved response times
92%

CRM leaders report improvements, with 77% expecting AI to handle most tickets by 2025

Leaders piloting GenAI
85%

Service leaders plan to explore or pilot customer-facing conversational GenAI in 2025

Source: Gartner

What You Get

Track A: HubSpot Breeze AI Agents

Fastest Time to Value

Breeze Agent Quickstart

$650

Strictly scoped so you get one working agent live in HubSpot fast. We configure one Breeze agent, connect your existing CRM records and knowledge base, set tone and escalation, then embed on your site or inbox.

  • Light enablement includes a Do and Don't card plus success checks
  • Cost to run uses HubSpot AI credits with usage alerts
Upsells you can add later
Breeze Plus

5-10 hours @ $250/hr

Custom actions, email scripts, reporting

Knowledge Base Fast Fill

5-20 hours

Raise answer quality the agent can cite

Track B: OpenAI Agent Builder

Flexible & Custom

Agent MVP

$2,500 - $5,000
10-20 hours

We design a multi-step flow, build one agent with optional sub-agents, add tool calls for document search or simple API actions, and ship a versioned prompt and evaluation harness.

  • Cost to run is pay-per-use for tokens and any external APIs
  • Controls include model tuning, truncation, and guardrails to manage spend
Common MVPs for law and accounting
⚖️
Legal Intake Aide

Asks clarifiers and drafts a routed summary for the right practice team

📊
Accounting BD Scout

Compiles firm dossiers and drafts tailored intros for partners

📄
Document Q&A

Over briefs, SOWs, and engagement letters with cited answers

Yes, we build one-off, bespoke agents

Have an edge case or a never-before-seen workflow? We design custom agents with tool stacks and multi-agent reasoning for unique processes.

Fee Estimate Copilot

Pulls rate cards and past matter budgets

Conflict Check Helper

Interrogates defined systems of record

Event Follow-up Engine

Analyzes attendee behavior and nudges partners to act

Custom Builds Framework
🔧
Tooling

Connect to your specific APIs, databases, and internal systems

🧠
Reasoning

Multi-agent coordination for complex decision workflows

🛡️
Guardrails

Evaluation hooks and cost controls built into every custom build

Pricing and Packaging

Breeze Quickstart

$650

One working agent, fast

  • Configure one Breeze agent
  • Connect CRM & knowledge base
  • Set tone & escalation
  • Embed on site or inbox
  • Do & Don't card
  • Success checks

OpenAI Agent MVP

$2,500 - $5,000

10-20 hours + usage

  • Multi-step flow design
  • One agent + optional sub-agents
  • Tool calls for docs/API
  • Versioned prompts
  • Evaluation harness
  • Model tuning & controls

Support Retainers

Ongoing tuning & support

Support Lite $1,250/mo 5 hours
Core $2,500/mo 10 hours
Growth $5,000/mo 20 hours
Scale $10,000/mo 40 hours

Scope Guardrails

Single rack rate: $250/hour across all work
Deposit on signature: Pay upfront to kickoff
Front-load cap: We never deliver more than 2x hours paid to date
Visible hours burn: Track spend in real-time
Mini addenda: Simple change process for scope adjustments

Add-Ons Available

Integrations

By complexity range
Knowledge Base Fast Fill

Content prep & optimization
ABACUS

For accounting firms
LIMO

For law firms

How It Works

1

Discovery and Scoping

Confirm outcomes, channels, and content sources. Scope Sprint selects Track A or B, pins assumptions and exclusions, and confirms hours or the $650 Quickstart.

2

Reverse Demo and Contract

We demo the exact flow and handoff paths. You pick Support Lite, Core, Growth, or Scale. We finalize deposit and front-load cap, then move to kickoff.

3

Build, Test, Launch

Breeze Quickstart ships fast once inputs are ready because it's configuration-first. For OpenAI builds, we deliver inside quoted hours with a sandbox test suite and evaluation hooks. Support keeps tuning, dashboards, and usage checks active.

Front-load cap and visible burn-up ensure cost control

Outcomes and Metrics to Track

⚡

Faster Lead Capture

Always-on qualification with human handoff that includes transcript and next-step context

📅

More Booked Meetings

Always-on response and intelligent routing increases conversion rates

📉

Lower Ticket Volume

Repeat questions get answered as your knowledge base improves over time

✅

Cleaner CRM Data

Audit-friendly logs for each agent action improve data quality

Key Performance Indicators

Deflection Rate
Track % handled by agent
Handoff Quality
Context passed to humans
Meetings Booked
Calendar conversion rate
Response Time
First response speed

Cost per qualified conversation tracks ROI across both tracks

Frequently Asked Questions

Will this get expensive?

Breeze uses credits with usage alerts. OpenAI is pay-per-use with model controls and truncation. We start small, measure, then scale.

Do we need developers?

Not for Breeze Quickstart. For custom actions and multi-system work, we add scoped tools or integrations under the same hours-first model.

How fast can we go live?

Breeze Quickstart typically ships same day or next day once inputs are ready. OpenAI MVPs ship inside the quoted hours with a test suite and versioned prompts.

How do you keep this aligned with our brand and process?

We encode tone and guardrails, set up citations where needed, and ship short docs and checklists for your team. You see every task and how it ties back to outcomes.

What industries do you support beyond law and accounting?

Any professional services firm with repetitive intake, research, or follow-up can benefit. We regularly scope bespoke agents for unique workflows.

Ready to deploy your AI agent?

Schedule a 30-minute strategy call to get started

Schedule Strategy Call