Grow2.ai builds intake-and-triage agents for legal and accountancy practices. Typical outcome: first-reply latency drops from 6+ hours to under one minute, conflict-checks are pre-populated before the partner sees the file, and after-hours inbound stops leaking to competitors. HubSpot/Clio-aware, GDPR-strict, deterministic refusal contract.
Legal and accountancy work fails at the same point every time: intake is partner-bottlenecked, the partner is in court or with a client, and a high-value enquiry sits unread for half a day. Grow2.ai builds an agent that runs intake, performs the conflict check, structures the matter, and books a paid scoping call — without ever offering legal or financial advice.
Best fit: 4-30 fee-earner firms with a structured practice list (litigation, M&A, tax, HR), running Clio / Bitrix / Helpdesk, with web/email intake leaking value after 17:30. Mostly EU + UK firms.
Legal/accountancy variant: structured intake, conflict pre-screen, scoping-call booking. Deterministic refusal contract — never offers advice.
▸ Module catalogue — for the full scope, metrics and pricing of M-01 Lead Hunter.
Populates Clio / Bitrix matter records: practice area, urgency signal, conflict flags, suggested partner.
▸ Module catalogue — for the full scope, metrics and pricing of M-04 CRM Scribe.
ClioBitrix24HubSpotCalendlyMicrosoft 365 CalendarOn something else? Grow2.ai builds the integration during the 14-day pilot — that's part of the engagement, not extra.
Grow2.ai writes an explicit refusal contract during the Day 0–1 workshop with the managing partner. The agent has a finite list of things it can answer (firm hours, fee structure at the bracket level, conflict pre-screen questions, scoping-call booking) and refuses everything else with a graceful escalation to a fee-earner. We test the contract against ~80 adversarial prompts before go-live.
The agent collects the prospective client's full legal name, any related entities they mention, and the matter type. It runs a structured query against your Clio (or equivalent) conflict database before the partner ever sees the file. Hits are flagged; the partner reviews. Misses save 8–12 minutes of triage per enquiry.
Grow2.ai's default deployment for legal is on a per-firm isolated VPC inside EU-Central, with PII encrypted at rest under a per-firm KMS. Conversation logs follow your firm's data-retention policy (typically 7 years for matter intake). The agent contractually never trains on your data and refuses to disclose information about another client.
A 30-minute call to scope the workflow and the contractual KPI for legal, accounting & professional services. Grow2.ai will tell you on the call whether your number is achievable in 14 days — or not.