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Now live for US Law & CPA Firms

Your Firm's Brain.
Always On.

A private AI trained on your firm's documents.
Your team asks questions in plain English.
It answers instantly, with sources.

Leanos Assistant
What were the payment terms we agreed with Miller & Associates?
The payment terms with Miller & Associates are Net 30 with a 2% discount for early payment within 10 days. Late payments incur a 1.5% monthly interest charge.
Contract_Miller_2024.pdf | Page 3
When does this contract expire?
The contract with Miller & Associates expires on December 31, 2025. There's an automatic renewal clause unless either party provides 60 days written notice.
Contract_Miller_2024.pdf | Page 7

See it in action

Watch how Leanos assistant transforms your document workflow in minutes

Trusted by accounting and
legal teams across the US

Harrison & Cole Summit Accounting
Sterling & Associates Meridian Financial
Blackwell Law Atlas CPA
Crawford & Hayes Pinnacle Tax

Sound familiar?

Hours lost every week

Your team spends 2-4 hours per week just searching for information that already exists somewhere in your files. That's $124,800/year in lost billable time for a 10-person team.

New hires take forever to ramp

Every new associate or accountant needs weeks to learn where things are. You answer the same questions. Again. And again.

One missed document = real risk

A contract clause buried in a 200-page PDF. A compliance update from 2022. One missed detail can cost you a client, or worse.

Meet your firm's always-on
AI assistant.

Private. Secure. Trained on YOUR documents.

1.

You upload, we index your documents

PDFs, Word docs, emails, contracts, procedures, everything. Our AI expert organizes and indexes your entire knowledge base in a private, secure environment.

2.

Your AI assistant goes live

In 7 days, your team has access to a chat interface. They ask questions in plain English. The AI answers with the exact source and page number.

3.

We train your team

A 1-hour onboarding session gets everyone up to speed. We're available for 30 days after launch to ensure full adoption.

Leanos Assistant
What's our standard engagement letter for new audit clients?
Here's the standard engagement letter template for new audit clients. It includes scope of services, fee structure, and liability limitations as per our 2024 guidelines.
Templates/Engagement_Letter_Audit_2024.docx
Show me the fee structure section
Section 4 - Fee Structure:

• Fixed fee for annual audit: Determined based on scope
• Hourly rates for additional services: Partner $350/hr, Senior $200/hr, Staff $125/hr
• Payment terms: 50% upfront, 50% upon completion
• Travel expenses billed at cost
Templates/Engagement_Letter_Audit_2024.docx | Page 2

Built for firms that can't afford
to lose information.

100% Private & Local

Your data never leaves your infrastructure. No third-party access. No training on your documents. Full data sovereignty.

20-Second Answers

From question to answer in under 20 seconds. With the source document and page number attached.

Any Document Type

PDFs, Word, Excel, emails, Google Docs, Notion pages: if it contains text, we index it.

Context-Aware

The AI understands your firm's specific terminology, client names, and internal processes. Not generic, yours.

Team Training Included

We onboard your entire team. No IT department needed. If your staff can use Google, they can use this.

Always Up to Date

Add new documents anytime. The AI learns from them automatically. Your knowledge base grows with your firm.

What is search time actually
costing you?

The hidden cost of "Where's that file?"

Every time someone on your team spends 15 minutes digging through folders, emails, or asking colleagues for a document, that's billable time evaporating.

For a typical 10-person firm, we've calculated an average of $124,800 per year lost to document searches alone.

Use the calculator to see your ROI.

10
4h
$60
Weekly cost of search time $2,400
Annual cost $124,800
Your investment $6,000
Payback period 8 weeks
ROI Year 1 6.5x

What our clients say

★★★★★

"We used to spend Friday afternoons just digging through old client files. Now we ask the AI. It's like having a paralegal who has read every document we've ever produced."

JR

James R.

Managing Partner, Coastal Law Group

★★★★★

"Setup was done in 5 days. My team was using it by day 6. The ROI was visible within the first week: we stopped losing time on document hunts."

SM

Sarah M.

Controller, Meridian CPA Partners

★★★★★

"I was skeptical. My firm is small, 8 people. But at $6,000 for something that saves us 10+ hours a week, it paid for itself in the first month."

DK

David K.

Founding Partner, Blackwell & Associates

Ready to stop losing time in
your own files?

Book a free 45-minute demo. We'll show you the system live, with documents from your industry.

Trusted by US accounting & legal firms

Questions we get asked.

Yes. Your documents are processed and stored in a private environment that you control. We never use your documents to train any external AI model. Your data stays yours.

PDFs, Word documents, Excel files, emails, Google Docs, Notion pages, and most text-based formats. If it contains text, we can index it.

We go live in 7 business days from the moment we receive your documents.

No. Once set up, the system runs on its own. Adding new documents is as simple as uploading a file. We train your team during onboarding.

We commit to a 90% answer accuracy rate. If we don't hit that target within 30 days, we keep working until we do, at no extra cost.

Yes. The system supports unlimited concurrent users within your firm.

You can add documents at any time. We handle the re-indexing as part of post-launch support, or we can set up automatic indexing for certain folders.

We offer a free 45-minute live demo where we show the system working with sample documents from your industry. Book yours below.