Brightward modernizes the back office of law and accounting offices.
Law and accounting offices and insurance agencies spend the week on intake, document collection, correspondence, and billing, mostly reading and retyping. We simplify and automate that work with AI, on the systems you already run, and the professionals approve everything before it goes out.
Workflows we improve
Each engagement takes on one of these at a time.
- Intake.New matters and clients read, conflict checks run, engagement letters drafted, and files opened in the system you keep them in.
- Document collection and review.Client documents requested, chased, organized, and summarized for the professional who has to act on them.
- Correspondence.The inbox read, routine replies drafted, and deadlines and follow-ups logged where the office looks for them.
- Billing.Time and expenses assembled into invoices, exceptions flagged for review, and collections followed up.
- Renewals and filings.Policy renewals, annual filings, and the certificates and notices that come with them, prepared ahead of the date.
Who it’s for
Law and accounting firms and insurance agencies with a few professionals and an office that keeps them moving, where nobody’s job is technology. A partner or principal buys the engagement. The office manager, paralegal, or account manager who lives in the paperwork runs what gets built. We’re taking our first engagements and still learning where a professional office spends its week.
Where else we work
Any office that runs on documents, approvals, and outside parties is work we take on.
Want to use AI to improve what you offer customers and how you deliver it?
Let’s talk.
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