Professional & Legal Services
Put professional time back into client work.
Amayztech modernizes client onboarding, document collection, matter and engagement setup, review workflows and operational reporting across the systems your firm already uses — so professionals spend less time coordinating work and more time delivering it.
Remove administrative friction without automating the judgement clients hire your professionals for.
- Client onboarding
- Document workflows
- Matter setup
- AI-assisted review
- Client portals
- Operational visibility
The professional work is rarely what creates the waiting
A new client says yes. Then someone sends an engagement letter, sets up a portal account, builds a document checklist, emails it, waits, follows up, follows up again, receives two-thirds of what was asked for, chases the rest, and finally hands a file to a preparer — who finds something missing.
Multiply that across a busy season and the firm's constraint isn't professional capacity. It's coordination.
Every alternative is expensive or slow. Hiring runs into a structural shortage. Outsourcing adds production capacity but, as the sector has learned repeatedly, outsourcing a broken process just scales the broken process. Upskilling works but takes quarters.
Automating the administrative sequence is the only lever that recovers senior hours this season.
What the numbers say
What the research says about firm onboarding
- ~11.4 / ~18.2 daysMedian client onboarding timebusiness days — individual / business entityAICPA survey data
- ~4.2 hoursStaff hours per client onboardedper client, on averageIndustry benchmark
- ~5.7 daysGap between "documents received" and "preparation started"at firms without automated handoffKarbon workflow analytics
- ~340,000Projected CPA shortfall by 2030practitionersWidely cited industry projection
- ~62%Finance and accounting leaders struggling to hire and retainof leaders surveyedRobert Half
The pattern: most of the elapsed time in onboarding isn't work. It's waiting, chasing, and re-requesting — which is precisely the part a workflow can absorb.
What we build
The operations we rebuild
Client onboarding and engagement setup
One triggered sequence: engagement letter, portal access, tailored document checklist, and assignment — running end to end without a person coordinating each step.
Document collection and chasing
Requests issued per engagement, tracked against a live checklist, with reminders and escalation running automatically until the file is genuinely complete.
Intake and conflict/eligibility checks
Structured intake for new clients and matters, with required checks executed and recorded as workflow steps rather than as a manual checklist.
Document classification and data extraction
Client records identified, sorted, and filed on upload, with key data extracted into the preparation file instead of keyed by hand.
Handoff to preparation
Automatic handoff once a file is complete, closing the gap between "documents received" and "work started."
Engagement status and workload visibility
Every engagement's stage and age visible without a status meeting, with jobs blocked on client documents flagged automatically.
Client portal
A live checklist per engagement, secure upload, automated reminders, and visible progress for both sides.
For law firms specifically
Matter intake and conflict checking, client and matter onboarding, document collection for discovery and due diligence, engagement letter and retainer workflow, and matter status visibility across the firm. The mechanics are the same; the vocabulary and the professional obligations differ, and we build to yours.
Provenance — regulator-grade delivery
Built by a team that automates regulated decisions
Amayztech’s supervisory technology platform runs licensing, registration, and case management for a national financial regulator, where every decision has to be reconstructable years later and defensible on appeal.
That standard is unusual in firm-operations automation, and it matters more than it first appears. Professional firms carry documentation obligations of their own — engagement scope, independence and conflict checks, what was requested, what was received, and when. A workflow built to a regulator’s evidentiary standard satisfies those obligations as a by-product rather than as an afterthought.
The standard we build to
- Reconstructable years later
- Defensible on appeal
- What was requested, what was received, and when
The evidentiary standard of the supervisory systems we deliver to a national financial regulator, applied to firm operations.
How we deliver
How an engagement runs
Map the operation
We follow one real client from acceptance to preparation-ready and quantify where the days and the staff hours go. You get this as a written finding whether or not we go further.
Redesign before automating
Steps that exist only because someone has always done them get removed rather than automated.
Build the first workflow
Usually onboarding or document collection, live before your next busy season — that timing is the point.
Extend and hand over
Remaining processes delivered in increments, with your team trained to adjust checklists and workflows as your services change.
Why Amayztech
Why firms work with us
We don't sell you a fourth platform.
Most firms already own practice management, a portal, and a document system. We connect and orchestrate them rather than adding another subscription and another migration.
We fix the process before automating it.
Automating a broken sequence produces a faster broken sequence — the same reason outsourcing disappoints firms that skip this step.
Documentation-grade by default.
Built to the evidentiary standard of the supervisory systems we deliver to a national financial regulator.
Timed to your season.
Delivery is planned around your calendar, because a workflow that lands in March is a workflow that lands next year.
Questions firms ask
Do we need to replace our practice management system?
No. Amayztech builds automation across the systems your firm already uses — practice management, client portal, document storage, and email — and orchestrates the sequence between them. Most firms don't need another platform; they need the ones they have to work together.
How is this different from what Canopy, TaxDome, or Karbon already do?
Those platforms handle work inside their own boundaries well. The friction usually sits between them — onboarding that spans several systems, document chasing that happens in email, and handoffs that depend on someone remembering. That cross-system sequence is what we automate.
Will this actually reduce chasing clients for documents?
Yes — that's typically the highest-value process to automate first. Requests are issued per engagement against a live checklist, with reminders and escalation running automatically, and the file only moves to preparation once it's genuinely complete.
How does this compare with outsourcing?
Outsourcing adds production capacity but doesn't change the process, which means a broken sequence gets executed by more people. Automation removes the administrative work altogether. Firms often do both — but automating first means you're outsourcing a process worth scaling.
Is this only for tax and accounting firms?
No. Law firms use the same approach for matter intake, conflict checking, client onboarding, and document collection for discovery and due diligence. The mechanics are shared; the vocabulary and professional obligations differ.
How long before something is live?
The first working workflow is typically live in weeks. Most firms time the first delivery ahead of a busy season so the benefit lands in the current cycle.
Can our team change checklists and workflows afterwards?
Yes. Configuration is designed as an administrative task, and handover includes training your staff to adjust requirements as your services change.
Is client data secure?
Access control, encryption, and audit logging are standard, and every document exchange is recorded. On-premises or private deployment is available where client obligations require it.
Start before the next busy season, not during it
Tell us how one client moves from acceptance to preparation-ready today. We'll map where the days and the staff hours go, and what it would take to recover them — as a written finding, before any commitment.