An AI assistant for the work your firm doesn't bill for.
DeskIQ installs a private AI assistant on your own computer, connects it to your inbox and calendar, and tunes it to how your practice actually runs: inbox triage, client follow-ups, scheduling, intake prep, reminders. Every outbound message stays approval-based, and client data never leaves your machine.
The work that doesn't show up on an invoice.
In a small professional firm, the billable work is the easy part. It's everything around it that quietly eats the day: chasing documents, rescheduling, drafting the same three emails, prepping for the next call, remembering who you owe a reply. Hiring an admin is a real commitment. Another SaaS subscription is another login nobody uses. DeskIQ is the third option: someone sets up an assistant that does that work, tests it against your real habits, and leaves you running it.
CPAs & bookkeepers
Day-to-day support around the engagement, not just the books.
- Inbox triage and reply drafts for client questions
- Missing-document and signature follow-ups
- Engagement-letter and deadline reminders
- Post-tax-season catch-up and client check-ins
Solo & small law firms
Help with the routine correspondence and intake, with nothing auto-sent.
- New-client intake prep and conflict-check checklists
- First-draft correspondence and status updates
- Calendar and court-date reminders
- End-of-day summaries of what moved and what's owed
Advisors & consultants
Meeting prep and follow-through so nothing slips between sessions.
- Pre-meeting briefs pulled from email and notes
- Post-meeting recaps and action items
- Client follow-ups and recurring check-ins
- Research summaries and task capture from any channel
Why a private install, not another login.
Professional firms carry confidentiality obligations that most AI tools weren't designed around. DeskIQ is built so the answer to "where does our client data go?" is "nowhere it didn't already live."
What the first week looks like.
The goal isn't a demo. It's a working assistant handling real inbox, calendar, reminder, and follow-up work before the week is out.
1. Discovery
A 30-minute call to confirm your firm type, team size, existing tools, confidentiality requirements, and the workflows costing the most time. We tell you honestly whether DeskIQ is a fit.
2. Install
We configure the assistant on your hardware: the messaging channel, model routing, account connections, and the first two or three workflows specific to your practice.
3. Handoff
You learn how to approve drafts, ask for summaries, add reminders, and adjust the assistant's behavior. After that, the optional Care Plan keeps everything tuned.
Help us build the proof, get the founding rate.
DeskIQ is new, and a new high-touch service earns trust one reference at a time. So the first three professional firms get a founding rate in exchange for letting us tell their story.
- $149 setup (vs. $299 Solo list) and your first two months of Care Plan free, then the standard $129/user/mo.
- In exchange: a named written case study, a short testimonial, two warm introductions to peers, and willingness to take a reference call from a future prospect.
- Limited to the first three firms. After that, list pricing. No rolling discount.
Start with one discovery call.
Bring the workflow that's wasting the most time: email triage, follow-ups, scheduling, intake prep, reminders, or client communication. Thirty minutes, no slide deck, and a straight answer on whether DeskIQ is a fit for your firm.