Accounting and law firms
Documents arrive filed, and files are complete before the deadline
Invoices, bank statements, ID documents, deeds, letters from the tax office: your clients send everything by email, to everyone. Each document is linked to the right file, checked and filed. What is missing is requested, and the accountant or lawyer approves.
Today
Collecting documents comes before the actual work
- Invoices sent to the accountant, the assistant and the partner, each one thinking someone else has handled them.
- A client file still waiting for an ID document or a statement, a few days before the deadline.
- Documents named “scan001.pdf” to rename and file one by one.
With Loop & Roll
The firm’s processes that move forward on their own
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Each document in the right file
The sender, the company number or the file reference identify the client, even when they write from a personal mailbox.
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Documents checked
Date, amount, VAT, period, signature: each document is read, duplicates are set aside, and what is missing is noted.
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Reminders before deadlines
Before a tax return or a hearing, every client missing a document gets a reminder prepared by the firm.
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Document management and practice software up to date
Documents are named by your rules and placed in your document management or practice software, ready to process.
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To the person who handles the file
A payroll question goes to the payroll team, a letter from opposing counsel to the partner, with the useful documents attached.
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Replies to clients prepared
Acknowledgement, list of missing documents, answers to common questions: the accountant or lawyer reviews and sends.
A concrete example
A client sends twelve invoices on a Sunday
On Monday, they are filed in the client’s folder and the reminder for the missing statement awaits the accountant’s approval.
- 12 invoices received Dubois Ltd, March
- Documents checked March statement missing
- Filed in the DMS 2026 file, purchases
- Assigned to Thomas accountant
- Reminder prepared before the VAT return
How we go about it
We find where the time goes, then we automate it.
The same method in every company: an AI audit to measure, workflows that run, the time saved shown every month. The first audit is free.
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Product 1 · Identify
The AI audit First audit free
An interview agent talks with each team, by voice or on screen, for about half an hour. It analyses their emails. A senior consultant completes it when needed.
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Product 2 · Automate
The Loop & Roll platform
Each opportunity you keep becomes a workflow that runs. It reads emails, extracts what matters, keys it into your tools and prepares replies as drafts.
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Then · Measure and extend
The time saved, every month
A dashboard for you and your teams shows the time saved each month. Every six months, a new audit finds the next automations, or fixes and improves the ones in place.
We do not replace anyone
For the whole firm
We take away the tedious tasks so that your teams can make the most of their skills.
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Accountants and lawyers
Complete files from the start. Time goes to review, advice and the law, not to filing.
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Assistants
Fewer forwards, renamings and reminders written one by one. Everything is tracked in one table.
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Partners
A view of the files missing documents before the deadlines, and more time for clients.
Workflow library
Workflows from our library for this
Ready-made examples from our business library. Yours start from them, or are built to measure when they do not exist yet.
- Follow-ups and reminders Official Remind signers who have not signed on Yousign When a Yousign signature request is activated, waits 3 business days, checks again whether it is still ongoing, and if so drafts a courteous... OpenAI Yousign
- Sync with your tools Official Yousign signed document filed in Google Drive As soon as a Yousign request is completed, downloads the signed PDF and files it in the Google Drive folder you choose, then tells the team... Google Drive Microsoft Teams Yousign
- Follow-ups and reminders Official Unpaid invoices: reminders with a graded tone Every weekday morning, lists the invoices of your Table that are unpaid and at least 7 days overdue (columns invoice_number, client, email,... OpenAI Slack Tables
- Data extraction Official Log supplier invoices in an Excel table on SharePoint Each PDF invoice is read, the AI extracts supplier, number, date, due date and amounts, and a row is added to your Excel table hosted on Sha... Microsoft Excel OpenAI
- Data extraction Official File signed contracts in SharePoint with their key dates A signed contract arrives as a PDF: it is stored in your SharePoint legal library, then the AI extracts the parties, subject, effective date... OpenAI SharePoint
- Notifications Official Signature completed: case marked as signed, owner alerted When Yousign reports a completed signature, finds the case in your table using the external id of the request (columns Case, Owner, Status),... Slack Tables Yousign
Integrations
Works with your tools
Accounting and law firms
Your questions
Where do we start?
With a free audit. An interview agent talks with each team for about half an hour, by voice or on screen, and analyses their emails with their consent. You get the opportunities ranked by gain and effort, in hours and euros. You choose, a first prototype runs, and you approve it before it goes live.
Does it work with our practice or case management software?
Documents go to your document management system, your bookkeeping tool or a shared folder your software already picks up. If it accepts direct exchanges, we feed it directly.
Do our clients receive automatic messages?
Only the ones you allow, such as an acknowledgement of documents received. Reminders and replies are drafts that the accountant or lawyer approves.
Professional secrecy applies to our files. Where does the data go?
Your data stays with you, with the AI of your choice, including AI hosted in France or a local model. Only the emails within a workflow’s scope are read, and every action is logged.
How many documents are still missing from your files this month?
We start with a free audit: how your clients send their documents, and what can be filed and chased on its own. Book a demo.