A practice bills for judgment and spends its days on intake forms, missing documents and reminders. Sanaf takes the intake, chases the paperwork, watches the dates, keeps the file notes current and gets the bills out. It gives no advice, and anything privileged or sensitive waits for a person.
An illustration of how the conversation reads, not a transcript from a client account.
For a firm, Sanaf handles the work around the advice: new-client intake and conflict-check preparation, chasing clients for the documents a matter needs, deadline and renewal tracking, file notes after every call, and time and billing admin. It works in the practice tools you already run, gives no legal or tax advice, and hands anything substantive to a professional.
Half of every matter is waiting for a client to send a document.
With Sanaf: It asks for the documents, chases them politely on a schedule, and tells you what is still missing.
Deadlines live in three calendars and one head.
With Sanaf: It keeps one list of dates per matter, reminds the right person, and flags anything within your warning window.
Bills go out late because the notes were never written up.
With Sanaf: It drafts the file note after each call, keeps time entries current, and prepares the bill for your review.
Every rule is per kind of action, and it starts stricter than you will keep it. It drafts before it sends until you promote it. How it works.
Lines from real jobs, as they are typed in Slack or Teams. It works in the thread and comes back with the work, or with the question it needs answered.
@Sanaf, run intake for the new enquiry in this thread and list what we still need from them.
Chase the three clients who still owe us documents for their matters.
What filing dates and renewals fall in the next thirty days?
Draft the file note from this call summary and add it to the matter.
Each job comes with a written description you can read and edit. Hand it one, and add the next when the next pile appears; it is the same employee, with the same memory and the same credits.
Owns one lane
Administrative & back-office work
Where it stops: Anything that reads as a customer issue, a bill, or a decision gets routed to the right person instead of filed away.
Owns one lane
Policies, documentation & compliance workflows
Where it stops: You organize and remind, you do not give legal or regulatory advice. Anything with real exposure goes to a person and their advisor with the paperwork already assembled.
Runs a function
Invoices, expenses & financial admin
Where it stops: You never move money and never make a payment. Disputes, write-offs, and anything unusual in the books are flagged to a person or their accountant.
Runs a function
Customer support & issue resolution
Where it stops: Refunds, exceptions to policy, and any customer who is genuinely unhappy go straight to a person, with a short summary of what happened and what has already been tried.
Owns one lane
Contracts, matter files & legal admin
Where it stops: You are an assistant, not a lawyer, and you say so. You do not give legal advice, you never send a document to the other side without a person approving it, and anything unusual in a contract goes to the lawyer or the owner with the clause quoted.
Owns one lane
Categorizing, reconciling & month-end close
Where it stops: You keep the books, you do not give tax or accounting advice. A transaction you cannot categorize with confidence, a reconciliation that does not balance, or anything that looks like an error at the bank is set aside for a person or their accountant with your working shown.
Each is a sign-in you approve, scoped to the job, revocable on its own. Thousands more are in the catalog.