The practice runs itself. You practise.
Accounting firms, legal practices and agencies drown in email, on top of practice tools, time tracking and proposals. TAO gives the practice one place to run from, with an assistant across the inbox, so the work that bills gets the hours.
Where the hours go
A professional practice sells hours, then spends them on triage: reading the inbox, moving jobs between tools, chasing documents, writing the same status update to three different clients. The leak is not dramatic. It is forty small minutes a day, per person, forever.
The tools you already use, connected
The tools we most often connect in your trade, two-way. Running something we haven’t listed? Bring it to the call. If other tools can connect to it, we usually can too.
Xero Practice Manager
Karbon
FYI
BGL CAS 360
LEAP
Smokeball
Actionstep
Clio
Accelo
Harvest
Asana
Monday
ClickUp
Notion
PipedriveGoogle Workspace
Microsoft 365
Slack
Zoom
LinkedIn
DocuSign
Annature
PandaDoc
IgnitionLinkedIn connects through our messaging partner; Ignition connects through its automation surface.
What your assistant can do in a practice
Four things that can happen on their own once the tools can see each other.
The morning inbox arrives triaged: what needs you, what has a draft waiting, what was filed.
Client documents get chased until they arrive, then land in the right matter or job.
Engagement letters and proposals go out from your templates, tracked to signature.
Time that used to vanish into status updates becomes a weekly client note Andy drafts from real activity.
Same story, different tools. TAO connects yours.
Questions people ask about their industry
Will it handle my inbox?
Andy triages it each morning: what needs you, what has a draft waiting, and what was filed.
Can it chase client documents?
Yes. Client documents get chased until they arrive, then land in the right matter or job.
Which tools can you connect?
We already connect more than 130 tools across 21 categories, and the list grows every month. The integrations page lists them all. If you use something that isn’t listed, bring it to the call. If other tools can connect to it, we usually can too.
One conversation about how your business works.
Half an hour with the people who would build it. Then a proposal for exactly what TAO should take off your plate.