AI infrastructure for professional firms
Tediso builds custom AI agents that automate intake, documents, scheduling, and client communication — purpose-built for law firms, accounting practices, and medical clinics.
200+
Hours saved / month
40+
Workflows automated
12×
Faster client intake
30+
Systems integrated
Trusted by modern professional firms
One platform. Every workflow your firm runs.
Each agent is custom-built for your practice — connecting to the tools you already use and automating the tasks that drain your team’s time.
Never miss a lead, day or night
An always-on AI agent greets every inquiry, qualifies it, answers questions, and books the meeting — so your team only ever talks to clients who are ready to move forward.
- Qualifies & routes 24/7
- Books consultations automatically
- Syncs straight to your CRM
Generate and send paperwork in seconds
Generate, populate, and dispatch contracts, intake packets, and compliance documents automatically — pulled from your data and sent for signature without a single manual step.
- Auto-fill contracts & forms
- DocuSign & e-file integrations
- Zero copy-paste, zero errors
See exactly where every client stands
A live dashboard of pipeline, revenue, and workflow performance — with the reports you actually read delivered to your inbox on the schedule you choose.
- Real-time pipeline view
- Automated weekly reports
- Revenue & workflow analytics
Built for the firms we serve
We specialize exclusively in professional services — so our agents understand your workflows, compliance needs, and client expectations.
Law Firms
Cut intake from hours to minutes.
- Automated client intake & docs
- DocuSign + court portal sync
- Follow-ups that close leads
Accounting Firms
Deliver returns with zero busywork.
- Tax return export & e-file flow
- Canopy & QuickBooks automation
- Auto-invoicing & client emails
Medical Clinics
Reduce no-shows and admin load.
- Patient intake automation
- HIPAA-aware document handling
- Reminders & recall campaigns
We build it. You practice.
Tediso was founded with one mission: eliminate the repetitive back-office work that drains professional firms of time, talent, and revenue.
We don't sell generic software. We build bespoke AI agents that plug into your existing CRM, document tools, and calendar — automating the workflows your team does every day so your practice runs faster and costs less to operate.
Bespoke, not off-the-shelf
Every agent is built around your specific workflows, tools, and data — not a template you have to adapt.
Connected to what you use
We integrate with your existing CRM, document platform, and calendar — no ripping and replacing.
Fast deployment
Most agents are live in 2–4 weeks. We handle every integration and train your team before launch.
Continuously improving
Monthly reviews and refinements — your automation gets smarter and broader as your firm grows.
From discovery to live in weeks
A clear, proven process. You’re never in the dark — and you go live faster than you expect.
Discovery call
We map your workflows and pinpoint the highest-value automation — in 30 minutes.
Custom build
Our engineers build your agent, integrated with the tools you already use.
Launch & integrate
We deploy live, connect your systems, and test in parallel before you go full live.
Ongoing optimization
Monthly reviews and refinements so your automation keeps getting sharper.
Real firms. Real hours back.
“What took our paralegals 3 hours per intake now happens in under 5 minutes. The ROI was obvious within the first month.”
Marcus R.
Managing Partner, Personal Injury Law
“Tax season used to mean 12-hour days just on document prep. Tediso handles the entire delivery workflow now. We got our evenings back.”
Sandra L.
CPA, Boutique Accounting Firm
“Patient intake is completely seamless — no clipboards, no manual entry. My staff finally focuses on patients instead of paperwork.”
Dr. Priya K.
Clinic Director, Family Medicine
See it running on your workflow
Book a free 30-minute discovery call. We'll map your highest-value automation opportunity and show you a live demo built around how your firm actually works.
Call
(555) 400-2200
hello@tediso.ai
Coverage
Serving firms nationwide