6 practical AI plays from real legal, accounting and finance owners, newest first. Each one links to the owner’s own post, with the result, the steps and a prompt you can copy.
He searched 35 hours of video footage in about 2 hours, work that is normally out of budget for a client, and built a summary from stills and verified transcribed statements.
Nick Mermiges is a South Carolina litigator who owns his law firm. He uses Claude with saved skills and example libraries to search large volumes of evidence, find patterns of conduct, pull direct quotes from case law, and automate low-level drafting from each case’s facts.
By Nick Mermiges, Esq. (@NicoTheGreco), His law firm (South Carolina litigation) · Source
Legal, accounting and financeChatGPT and other AI assistants (as the referral source)
Five inventors found her patent firm through AI assistants like ChatGPT; none used the free online patent check. After she removed it and put “book a call” up front, the first inventor signed the NDA and sent an 80%-complete disclosure.
Langmei is building Tao IP, a patent law firm. She thought a free self-serve patent check was the most useful thing on her site, but every inbound lead booked a call or sent an inquiry instead, and they wanted to know who the attorney was before sharing anything. She took the tool down and made the calendar the first step.
By Langmei (@langmei_eth), Tao IP (patent law firm) · Source
Saves attorneys 4–5 hours a day (over $100,000 per year); turns away 10–15 unqualified leads a day; earlier interview: about $16,000 booked in the first two weeks.
Achint Singh of Belong Law (US work and E-2 visas) wired a Grok Bot chain to his Netlify form: when a lead fills it out but doesn’t book, a voice agent calls within minutes in his cloned ElevenLabs voice, qualifies them, texts a calendar link, and logs the call in Attio.
By Achint Singh (@theachintsingh), Belong Law (immigration / E-2 visas) · Source
Saves somewhere around 20 to 30 hours a month; first trusted skill took a couple of days to build.
Books & Bots Advisory (@BooksAndBotsAI), a financial controller with 21 years in accounting, wrote about 50 Claude skills for NetSuite close work — balance sheet recs, accruals, CEO deck, budget vs actual, 13-week cash forecast — with Phase 1 matching today’s output exactly and Phase 2 teaching Claude what “wrong” looks like.
By @BooksAndBotsAI (Books & Bots Advisory), Financial controller / month-end close for small businesses on NetSuite · Source
A firm performance report that took 20 hours a month now updates every 24 hours on its own.
Ben Curtis, CPA, co-founder of Good Measure (a 12-person cloud accounting firm in Knoxville), described what he needed to Claude in plain English. Claude wrote a Google Apps Script that pulls data from Gusto and Karbon and refreshes the report daily, so the saved hours go to client work.
By Ben Curtis, CPA, Good Measure (Knoxville, TN) · Source
Two New York lawyers filed a brief citing court cases ChatGPT had made up. A federal judge fined them and their firm and ordered letters to every real judge named in the fake rulings.
By Steven A. Schwartz and Peter LoDuca, Levidow, Levidow & Oberman · Source
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A couple of plays you can use today, plus a quick look at the rest, so you can win back missed leads, cut hours of admin, and stop money leaking out. Real results from real businesses. Free, 2 minutes with your coffee.