AI operations for professional services firms
In research. Built for firms managing client intake, document workflows, billing cycles, and recurring service delivery.
System categories professional services firms run on
Automation opportunities we're researching
In development — catalog confirmed with design partners before launch.
In research
Client Intake Automation
Trigger intake sequences from signed agreements and route to the right team with context.
In research
Billing Cycle Alerts
Surface outstanding invoices and automate reminders at configurable intervals.
In research
Matter Status Updates
Keep clients informed at milestone events without manual drafting.
Join the waitlist
Be first to know when Clarissi opens for professional services. Design partner spots are limited.
Join the waitlist
Be first to know when Clarissi opens for your vertical. We'll also reach out if you qualify for a design partner spot.