iPilot for Professional Service Firms.

Your firm's best people are spending half their day on work that doesn't bill.

The intake form gets filled in. The follow-up email gets written. The engagement letter template gets copied, modified, sent. The document request list gets assembled for the hundredth time. Scheduling gets rescheduled.

It's all important. None of it is the reason you trained for a decade. iPilot takes the repetition off their desks without taking the judgment off the firm.

What we install for professional services

New client intake with qualification and routing

Structured conversation that captures facts, flags conflicts, and sends real prospects to the right person.

Document request automation

Personalized, trackable, nudged at the right intervals.

Engagement letter and template drafting

First drafts from a short brief, always attorney-reviewed.

Scheduling and consultation booking

Integrated with Clio, Calendly, Google Calendar, or whatever you're on.

Compliance-aware email response drafts

In your voice, respecting disclosure language, in your drafts folder.

Life-event and deadline-triggered outreach

Tax deadlines, policy renewals, estate-planning anniversaries. The firm never forgets again.

Built with your regulatory world in mind

We do not give legal, medical, or financial advice through an AI. Full stop. iPilot systems in professional services are designed to collect information, schedule humans, draft under human review, and automate the administrative work around a regulated practice. Never the regulated practice itself.

We sign BAAs, NDAs, and data processing agreements. We configure zero-retention mode with our AI providers. We structure every workflow around a human approval gate where it matters.

Built for regulated practices

Solo and small law firms. Accounting practices. Financial advisors and insurance agencies. Wealth management teams. Consulting firms. Any professional practice with 3 to 50 people where the administrative overhead is eating billable time.

Real People.

Right now, everyone selling AI is a stranger on Zoom with a stock photo and a Calendly link.

We're not that.

We drive to your office. We walk your operation. We shake your hand. When something needs fixing six months in, the same person who installed it picks up the phone.

You work directly with an experienced member of the iDesign team. We learn the business, explain the choices, manage the details, and stay accountable through delivery and follow-up. Technology may support the process. It never replaces the relationship.