Client intake and engagement
Engagement letter out, identity and onboarding documents collected and chased, the matter opened and filed correctly before the first meeting.
Chargeable hours back
where they belong.
Accountants, solicitors, consultants and surveyors bill their time — and lose it to intake, scheduling, document chasing and the deadlines nobody is assigned to watch. Kaer runs that layer, with your sign-off on anything a client sees.
The parts of the practice you cannot bill for.
Document chasing
Knows what is outstanding for each client, asks for it, asks again at the right interval, and tells you what is still missing before a deadline.
Deadline and renewal watch
Filing dates, review dates, certification and insurance renewals — surfaced early enough to act, not the week they are due.
Appointment scheduling
Offers and books consultations around your chargeable time, sends the reminders, and rebooks the cancellations.
Recurring client reporting
The monthly or quarterly pack per client, assembled the same way each time, with the commentary drafted for you to review.
Fee notes and collection
Raises fee notes for completed work and chases what is outstanding, on a ladder appropriate to a professional relationship.
Answers from your file, not the internet
It reads the matter before it replies.
Kaer works from your engagement terms, your precedents and the client's own history. When it does not have grounds to answer, it says so and puts it in front of you — rather than producing something confident and wrong.
- Your policies, precedents and past correspondence are the context
- Anything it cannot ground in your file is escalated, not guessed
- Nothing reaches a client without a person approving it
Keep the judgement.
Delegate the rest.
Start with intake or document chasing — the two that cost the most hours and need the least judgement.
or see pricing