Understand what AI can do for your firm before you spend a dollar on it.
PacifAI is an AI consulting and custom software company. We teach professional firms what AI can really do, then build software around how your firm already runs. Built inside Clio, QuickBooks, TaxDome and the tools you already run, with a person at your firm approving anything that matters.
Free. 20–30 minutes. Phone or Zoom. It's a lesson, not a pitch.
Start with the basics- A person approves anything that reaches a client.
- Built around software you already pay for.
- Confidential by design.
Review queue
Estate plan, Ruiz
Engagement letter
Nguyen LLC formation
Draft ready for review
Patel lease review
Waiting on client documents
Ortiz probate
Conflict check cleared
Matter
Estate plan, Ruiz
Our fee for this matter is a flat fee of $3,450, due when you sign.Source 1
- Source 1Fee matches consult notes.
- Source 2Scope taken from the engagement template.
Activity
Reviewed by attorney
Signed by client
Busy-season queue
2025 return, Alvarez household
Tax organizer
Bauer Dental, S corp
4 of 11 documents in
Kim household
Reminder drafted
Ruiz Farms
Ready for preparer
Matter
2025 return, Alvarez household
14 of 17 documents received.Source 1
- Source 1Checklist built from last year's return.
- Source 2Receipts checked against the portal upload log.
Activity
Reminder sent for the 1099-B
Three items left, routed to the preparer
Renewals, next 90 days
Marlow Bakery
Renewal review
Sorensen Bakery, BOP
Renews in 74 days
Hale family, home and auto
Exposure check drafted
Pine Ridge HOA
Waiting on board minutes
Account
Marlow Bakery
The policy renews in 90 days. Coverage limits are unchanged; the premium is up on last year.Source 1
- Source 1Producer checks the limits against the policy file.
- Source 2Van count taken from the vehicle schedule.
Activity
Approved by producer
Sent to client, ahead of any competing quote
This week's reviews
Okafor family
Meeting prep sheet
Moreno household
Agenda drafted
Ward trust
Notes pulled
Becker household
Recap awaiting approval
Household
Okafor family
Since the last review: the rollover is complete and the beneficiary form is still unsigned.Source 1
- Source 1Each item cites the custodian statement.
- Source 2Open items taken from the last meeting notes.
Activity
Reviewed by advisor
Sent to client before the meeting
Open requests
4B, Larkspur Court
Maintenance request
Maple Court 12
Lease renewal drafted
Canyon View 2A
Inspection scheduled
Elm Street duplex
Owner report ready
Unit
4B, Larkspur Court
Tenant reports no hot water since 10 pm. Marked urgent; the on-call plumber was paged.Source 1
- Source 1Routed by the vendor list and the lease.
- Source 2Spending limit taken from the owner's agreement.
Activity
Triaged as urgent, vendor paged
Owner notified, approved by manager
Example of a custom workflow. Illustrative; names fictional.
AI, explained plainly.
Think of AI as four parts. It's the same picture we draw on the free briefing.
“We'd like to do the will and the trust before June. A flat fee is fine. What do you need from us?”
The brain
It understands and decides. It reads a messy email thread, form or voicemail and works out what's meant.
In the example: Works out the client wants a will and a trust, at a flat fee, signed before June.
The binder
Your firm's knowledge: fee schedules, templates, past matters, policies. It looks things up instead of guessing, so it can say “I don't know.”
In the example: Pulls your engagement-letter template, your fee schedule and the conflict list.
The hands
The tools it's allowed to use: email, calendar, Clio, QuickBooks, TaxDome. They turn answers into finished work.
In the example: Drafts the letter in Clio, queues the conflict check and holds a signing time.
You're the boss
You decide what it does alone, what needs approval, and when a person takes over.
In the example: An attorney reviews the engagement letter before anything reaches the client.
When you tried ChatGPT, you met the brain. The value comes when all four work inside how your business already runs.
Learn more about AI for your firmWhere AI saves time and money.
AI replaces costs you already pay. None of this work is billable.
- Intake and engagement
- One name typed into three systems, then a letter drafted from scratch and chased for a signature.
- What AI does about itEnters it once, queues the conflict check and drafts the letter for review.
- Document chasing
- Three reminders for one W-2 in busy season.
- What AI does about itSends reminders on a schedule and tracks what's missing.
- Retyping between systems
- From the portal into QuickBooks, from email into the practice system.
- What AI does about itMoves it between the tools you already use.
- Status updates and after-hours inquiries
- “Any update on my matter?” mid-afternoon. The 8 pm inquiry a competitor answers first.
- What AI does about itAnswers from your records and replies to new inquiries at any hour.
Your numbers.
Pick the closest firm type, then change any number. Rough numbers are fine.
Loading the calculator.
How we work.
Step 1: Free AI briefing
Learn. Free, 20–30 minutes.
A plain-English lesson on what AI can and can't do for a professional firm.
Step 2: Profit Leak Audit
Find. About 10 days.
We find where your firm loses time. Find 3× the fee or it's refunded; the fee is credited to a build signed within 30 days.
Step 3: Custom build
Build. Quoted in writing.
Custom software inside the tools you already run, with a review step.
Step 4: Ongoing support
Improve. Billed monthly.
We keep it running and adjust it as your tools and rules change.
After the audit you choose: do it yourself, hand the plan to anyone, or have us build it.
See what's in the auditQuestions firms ask first.
Is the free briefing a sales pitch?
No. It's a lesson on what AI can and can't do for a professional firm. If there's a fit, we'll explain the audit at the end. If not, you keep everything you learned.
Is this an app we subscribe to?
No. We build custom software around how your business runs, and connect the tools you already use.
Is our data safe?
We keep as little as possible outside your own tools. Training rules depend on each AI service's terms, so we name every service and its terms in writing before work starts, and you decide.
Can it make things up in front of a client?
Nothing it drafts reaches a client until a person at your firm approves it. It answers from your documents, shows its sources and routes to a person when it isn't sure.
Does it work with Clio, QuickBooks, Applied Epic…?
Usually. We build around the software you already pay for. If a tool has no way to connect, the audit tells you before you spend anything on a build.
What does it cost?
The briefing is free. Audit and build prices are quoted in writing.
Learn what AI can do for your firm. Free, 20–30 minutes.
It's a lesson, not a pitch. If there's a fit, we'll explain how the audit works at the end. If not, you keep everything you learned.
Takes 30 seconds, opens Google's booking page.