For Partners & Billable Professionals
Stop doing $50/hr work on a $500/hr schedule.
Partners, principals, and billable professionals deploy an agentic back office to handle intake, prep, and operational execution, so your hours go to client relationships and revenue.
Uptick Systems provides AI automation for law, accounting, and consulting practices: agentic workflows for intake, conflict checks, file prep, and time capture. The $999 assessment finds the automations that protect billable hours; builds are $7,000 per workflow with $300/month operations.
Sound Familiar?
The math of your week doesn't work, and hiring won't fix it.
Your rate is $500/hr. Your Tuesday looks like $50/hr.
Intake, conflicts, and billing setup eat the margin on every new matter.
Prep for client meetings happens the night before, if at all.
Billable hours leak because capturing them is itself unbillable.
What We Deploy
An agentic workforce, built around how you already work.
Protect the Rate
Intake & Ops, Automated
Intake, conflict checks, engagement letters, and billing setup run themselves, so operational cost stops scaling with every new matter or engagement.
Show Up Sharper
Client Prep, Compiled for You
Briefing packets compiled from email, documents, and CRM before every meeting. Walk in knowing more than your notes.
Bill What You Earn
Time Capture & Compliance
Billable hours reconstructed from calendar, email, and document edits. Deadlines, filings, and attestations tracked with a full paper trail.
Battle-Tested Workflows
The Partner Stack
The workflows partners deploy first, proven across legal, accounting, and consulting practices.
- 01Hours → minutes per matter
Matter & Client Intake Pipeline
Conflict check, engagement letter, and billing setup, automated from first contact to open file.
- 02Walk in fully briefed
Client Briefing Agent
Pre-meeting research compiled from email, documents, and CRM. Walk in knowing more than your notes.
- 03Zero missed dates
Deadline Sentinel
Court dates, filing deadlines, and statute alerts unified into one digest with escalation rules.
- 04Recovered billables
Time-Capture Assistant
Reconstructs billable hours from your calendar, email, and document edits, before they leak.
- 05Your IP, compounding
Knowledge Base Builder
Turns engagement documents into reusable firm IP automatically: precedents, playbooks, and proposals.
These are teasers, not the menu. Every engagement starts by mapping the workflows worth building for your practice, then pricing them at $7,000 each to build and $300/mo to operate.
Book a Partner CallHow an Engagement Works
No pitch decks. No 40-page reports. Shipped systems.
Discover
We map where your hours actually go, find the bottlenecks worth automating, and agree which workflows to build first, each with a clear SOP and success metric before anything ships.
Deploy
Your workflows go live at $7,000 each: wired into the tools you already use, with your voice, your rules, and your boundaries. You own everything we build.
Operate & Compound
$300 per active workflow covers monitoring, optimization, reliability, and small iterations. We retire what doesn’t pay and expand what does: leverage that compounds instead of shelfware.
Prefer to start smaller?
Start with a diagnosis, not a commitment.
The $999 AI Workflow Assessment is a one-time diagnostic: a 45-minute call, then a report mapping 5–10 hours of weekly savings to off-the-shelf tools you can deploy yourself. Money-back guarantee. No retainer. Assessment fee is fully credited toward any workflow build. Every assessment is delivered personally, so capacity is capped at 8 per month.
A Note from the Founder
I’ve been the solo technical co-founder scrambling to ship before cash runs low. I’ve also been the professional managing a practice where every hour of admin costs me billable revenue.
An agentic workforce isn’t a chatbot or a task manager. It’s the team you can’t afford to hire yet, or the COO you don’t have bandwidth to manage.
It codes, researches, operates, and qualifies, with your authority and your voice, so you show up to high-stakes moments with shipped product, not slides, and to client meetings with focus, not firefighting.
Vaughn DiMarco, CTO @ Uptick Systems
Not Your Lane?