01
Client intake and engagement
Engagement letter out, identity and onboarding documents collected and chased, the matter opened and filed correctly before the first meeting.
EngagementOnboarding
- Answers from
- Your file
- Gate
- Anything client-facing
Who this is for
The hours between the billable ones.
Intake, chasing the documents, watching the deadlines, filling next week's diary and writing the fee notes — none of it goes on a timesheet, and all of it has to happen. It runs from your file and your rules, and every client-facing thing still waits for your signature.
The parts of the practice you cannot bill for.
02
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.
OutstandingReminders
03
Deadline and renewal watch
Filing dates, review dates, certification and insurance renewals — surfaced early enough to act, not the week they are due.
DeadlinesEarly warning
04
Appointment scheduling
Offers and books consultations around your chargeable time, sends the reminders, and rebooks the cancellations.
BookRemindRebook
05
Recurring client reporting
The monthly or quarterly pack per client, assembled the same way each time, with the commentary drafted for you to review.
MonthlyQuarterly
06
Fee notes and collection
Raises fee notes for completed work and chases what is outstanding, on a ladder appropriate to a professional relationship.
Fee notesCollection
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.
