Gini

Gini for Professional services

Serve more clients, not more paperwork.

Gini is an AI coworker that lives in your firm's Slack. It runs intake, document prep, and client follow-ups, so your professionals spend their time on billable expertise.

Try for freeWhat it runs for professional services firms

One seat per workspace · live in Slack today, Teams by invite

A morning in your firm

matters

Invited to this channel

G
GracePractice manager9:12 AM

@Gini what's due across matters this week?

GiniApp9:12 AMWorking

Going through open matters, filings, and what clients still owe us.

Read every open matter's deadlinesclio · 47 matters
Check which client documents are missingdrive · 9 gaps
Draft the chases and confirm the filingsgmail · 9 drafts

Three filings due Thursday, two of them waiting on client signatures I've chased twice. Nine document requests are drafted, and the Kesler deadline moves to Friday if the extension is granted.

clio · mattersdocusign · pendinggmail · client threads

Nothing slipped · 9 requests for your OK

The first week

Three jobs to hand over first

Pick the one you repeat every week. Gini does it end to end, shows its work in the channel, then offers to keep running it on a cadence.

01

After each intake call

Client intake

Turns the intake call into a structured summary, opens the matter file, and lists what's missing.

02

On request

Document prep

Drafts the standard documents from the matter details in the firm's own format, ready for review.

03

Daily, 8:00

Deadlines and follow-ups

Chases outstanding client items, confirms filings, and flags the deadline two days out.

It reaches the tools professional services firms already run on

Scoped per person · revocable in one click

Clio

Practice mgmt

Gmail

Email

DocuSign

Signatures

Google Drive

Documents

Google Calendar

Deadlines

QuickBooks

Billing

Notion

Templates

Google Sheets

Matter tracking

Plus 200+ more integrations. Gini only reaches what you connect, with the permissions of the person who connected it.

The difference

A chatbot answers a question.
Gini runs the matter.

Professional-services work is buried under intake, documents, and follow-ups. Gini runs that layer in Slack.

Client intake

An assistant

“Here's an intake questionnaire.”

You still do the work

Gini

Turned the intake call into a structured summary, flagged the missing documents, and opened the matter file.

Intake clean · nothing missing

Autonomous, not unsupervised

How security works

Only the channels you invite it to

No workspace-wide ingestion. Remove Gini from a channel and its access ends with the membership.

Approval before anything leaves

Money moving, anything client-facing, anything sent on your behalf: it drafts, then waits for a one-tap OK.

Your data never trains a model

Encrypted in transit and at rest, isolated per workspace, and deletable whenever you ask.

Questions

FAQ

Day one

Hire Gini for your firm

Two minutes of setup, then one job. Nothing to migrate, nobody to train, and one seat covers the whole workspace.

1

Invite Gini to #matters

Install from the Slack app directory. It arrives like a new teammate and sees only the channels you add it to.

2

Connect Clio, Gmail, and DocuSign

Each connection is scoped to the person who made it and revocable in one click.

3

Hand it “Client intake”

Gini runs it, shows its work in the channel, then offers to keep it on a cadence.

Try for freeBook a demo

On Teams? It's rolling out by invite. Ask for a spot and we'll hold it.

Gini runs other kinds of company too

Same coworker, different week