Primrose Consulting
Your Local AI Partner
AI for professional services

Every billable hour
lost to admin
is an hour we give back.

Primrose Consulting builds AI systems purpose-built for law firms, accounting practices, and real estate teams — from 24/7 client intake to document drafting, invoice reconciliation, and status updates. No new practice software to learn. No long contracts.

✅ Works alongside your existing practice software ✅ Live prototype in 14 days ✅ Free audit, no sales pitch
AI
AI Client Intake Agent
Harrow & Bell Law
Live
Hi! Thanks for reaching Harrow & Bell Law. How can I help?
9:22 AM
I need a consult about a residential lease dispute
9:22 AM
Got it. I can book a free 15-minute consult with our residential team — Wednesday 2 PM or Thursday 11 AM?
9:23 AM
Consult confirmed — Wednesday 2 PM. Intake form sent by email automatically.
40%
more client capacity, same headcount
$1,200+
avg. monthly value recovered per firm
14 days
from contract to live prototype
6
AI systems built for professional services
WHY PROFESSIONAL SERVICES, WHY NOW

The gaps we keep seeing in the back office

Every firm runs differently, but the same four leaks show up almost everywhere.

Leads go cold waiting for a callback

A same-day response often wins the client; a two-day response usually loses them to a competitor who called back first.

%

Billable hours lost to admin

Intake forms, repetitive client questions, and document drafting eat hours that should go to paying client work.

$

Invoices sit unreconciled at month-end

Manual matching delays cash flow and pushes client billing later than it needs to be.

Clients chase you for status updates

Instead of getting automatic updates, clients call and email to ask "where do things stand" — more admin, less billable time.

AI SOLUTIONS FOR PROFESSIONAL SERVICES

Built around how your firm actually runs

Six systems, mapped to the client journey and the operations behind it — deploy one or several, in any order.

01 · INTAKE

AI client intake & CRM follow-up

Captures every lead 24/7, routes by practice area, and follows up automatically so no inquiry goes cold waiting on a callback.

  • • 24/7 intake chatbot across web, phone, and text
  • • Automatic routing by practice area or agent
  • • CRM follow-up sequences for every new lead
02 · DOCUMENTS

Document review, drafting & summarisation

Contract summarisation for legal, listing descriptions for real estate, and first-draft documents ready for review — not replacing judgment, saving time getting to it.

  • • Contract review & summarisation (legal)
  • • Listing descriptions & document drafting (real estate)
  • • First-draft correspondence for staff review
03 · BILLING

Invoice processing & reconciliation

Automated invoice matching and reconciliation cuts month-end close time and reduces billing errors that slow down cash flow.

  • • Automated invoice matching & reconciliation
  • • Billing error flagging before invoices go out
  • • Faster month-end close
04 · UPDATES

Automated client status & deadline updates

Case, transaction, or project status texts go out automatically — so clients stop calling to ask, and staff stop dropping everything to answer.

  • • Automated status updates by text or email
  • • Deadline & milestone reminders
  • • Document-request follow-ups
CROSS-INDUSTRY ADD-ON
05 · REPUTATION

Reputation & review management

Your Google rating is often the first thing a prospective client sees. AI keeps it current without adding staff.

  • • AI-drafted responses to every Google & Yelp review
  • • Automatic review-request texts after engagement close
  • • Sentiment tracking to catch a bad pattern early
Add-on to any plan, from $400/mo
06 · WORKFLOW · CUSTOM BUILD

Document-heavy workflow automation

For firms ready to go further: automated contract redlining and closing-package assembly, scoped to your specific practice area and document sets.

  • • Automated contract redlining
  • • Closing-package / transaction document assembly
Scoped individually — talk to us about your systems
PRICING

Same transparent plans, tailored to your firm

No hidden fees. No long-term lock-in. Start with an audit and scale at your own pace.

AI Jumpstart

Understand your firm's AI opportunity before committing to implementation.

$2,500
one-time project fee
  • ✓ Deep-dive AI readiness audit
  • ✓ 90-day prioritised AI roadmap
  • ✓ ROI estimates for each use case
  • ✓ Tool and vendor recommendations
  • ✓ Credited toward Build project
Get started
MOST POPULAR

AI Build

End-to-end implementation of 2–3 AI systems for your firm.

$10,000
per project · starting price
  • ✓ Everything in Jumpstart
  • ✓ 2–3 AI systems built and deployed
  • ✓ Staff orientation and training
  • ✓ Live in 14 days, guaranteed
  • ✓ 30-day post-launch support
Book your audit

AI Partner

Ongoing monitoring, optimisation, and continuous improvement every month.

$2,500
per month · cancel anytime
  • ✓ Monthly performance report
  • ✓ System monitoring and updates
  • ✓ Prompt and workflow optimisation
  • ✓ Reputation & review monitoring included
  • ✓ Priority email support (1 business day)
  • ✓ Quarterly strategy review call
Get started

All projects start with a free 30-minute discovery call. Book yours today →

COMMON QUESTIONS

What firm owners ask us

Does this replace our practice management software?

No. Our systems work alongside your existing case management, billing, or transaction software — we connect to what you already run rather than replacing it.

Can it handle confidential client documents?

Yes, under strict access controls — we scope exactly what the AI can see per engagement, and nothing is shared beyond what's needed for the task.

Will clients know they're talking to AI during intake?

Always disclosed upfront, with a fast handoff to a team member for anything substantive or sensitive.

How quickly will we see results?

Intake and follow-up automation typically shows results within the first two weeks. Document and billing automation build over the first 60–90 days.

GET STARTED

Ready to see what AI can do for your firm?

Book a free 30-minute AI audit. We'll identify your top 3 opportunities — intake, documents, billing, or reputation — and give you a clear picture of ROI, with zero obligation.

No commitment required · Responds within 1 business day · Belle Mead, NJ

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