Client intake
Client details land in one record from the first form. No retyping intake.
A back office for law and accounting firms that handles intake, booking and billing.
Retyping intake, returning calls to book consults and chasing invoices eat billable hours. Xaedros does them so the firm bills for the work.
What Xaedros runs for you, so you can stay with clients.
Consultations
Consultations book and confirm themselves. Skip the callbacks.
Follow-up
Prospects who have not booked or signed get followed up on time.
Invoicing
Invoices send and payments collect online, with overdue ones chased.
Busy season
Reminders go out on schedule when every client needs the same thing at once.
One record
Every conversation and appointment on the client's record, for whoever picks it up next.
From first message to paid, so you can see every step.
The same system runs every step, so nothing falls between tools. How Xaedros works.
A prospect reaches out.
Intake is captured into one record from the first message.
A consultation is booked.
It lands on the calendar with a confirmation.
The engagement starts.
Follow-ups and reminders run on schedule.
The invoice is paid.
It goes out online and is followed up until it is paid.
Running in a real business today, so you can see it work.
Tidy Up Services runs every lead, booking, invoice and pay run through Xaedros. The same system is set up around how your business works. Read the case study.
- 29Hours of admin back each week at Tidy Up
- 6 of 7Steps from lead to payment that run on their own
Xaedros for law and accounting firms, answered.
Does Xaedros replace my practice management or tax software?
No. It runs intake, scheduling, follow-up and billing communication around the systems you already use for case files and returns.
Can I control what the AI sends to clients?
Yes. You choose what the AI may send on its own, and every customer-facing message goes through a review gate first.
How much does Xaedros cost?
Xaedros Lite is $49.99 a month: the AI you already use, connected to your customers, schedule and invoices, with monthly limits and charged when you start. The Full plan is $499 a month after a 14-day free trial, with setup by our team and no monthly limits. Compare the plans.
Can I run it from ChatGPT or Claude?
Yes. Connect Xaedros to Claude or ChatGPT and check the calendar, look up a client or draft an invoice from the chat. See how to connect.