Tiger Tail builds AI systems for accounting firms, consultancies, and advisory practices — from client intake to document review to proposal generation. Strategy and implementation under one roof, built specifically for firms with 10–200 people.
Partners and senior associates spend nearly half their time on tasks that don't require their expertise. We've seen it in every firm we've worked with.
These aren't generic "AI assistants." Each one is a custom system built on your data, integrated with your existing stack, and owned by you when we're done.
Every inbound inquiry — phone, email, web form — runs through an intake agent that captures the right info, runs conflict checks against your existing client list, and books the right partner.
Pulls scoping notes from your discovery calls, drafts engagement letters and SOWs against your firm's templates, and flags clauses that deviate from your standards before they go out the door.
A private chat agent trained on your firm's playbooks, past engagements, templates, and policies. Associates get answers without interrupting partners; partners stop answering the same questions for the tenth time.
Pulls scope from discovery, pricing from your historical engagement data, and bios from your team profiles to produce a first-draft proposal in under five minutes. Partners review, polish, send.
Every engagement starts with a paid four-week diagnostic. By week five, you have a working system in production — not a slide deck about what we might build.
Stakeholder interviews with partners, ops leads, and the people doing the actual work. We map the workflows where AI moves the needle.
We embed in your tools — CRM, matter management, billing, email. We see how data flows today and where the leaks are.
You get an AI Readiness Scorecard, a prioritized list of recommendations, and an ROI model — all grounded in your real data.
We hand you a phased implementation plan, then we build it. First system in production in 2–4 weeks. You own everything we build.
We were taking five to eight days to get a proposal out the door, and we were losing deals because of it. Tiger Tail built us a system that turns a 30-minute discovery call into a first-draft proposal before the call notes are even cold. Our partners review, edit, and send — same day.
Tiger Tail connects the systems your firm already runs on. No rip-and-replace. No new logins for your team. Just better workflows on top of what you already use.
Don't see your question here? Bring it to the Speed Audit — we'll answer straight, no sales pitch.
Book a 15-minute Speed Audit. We'll walk through the highest-leverage AI opportunities for a firm your size — and tell you straight if we're not the right fit.