Harris, Sheaffer LLP is a boutique commercial real estate law firm. Based out of Toronto, Canada, the firm faced growing inefficiencies in its billing workflow.

Employees were spending 20% of their time reviewing invoices and parsing individual payments before entering the data manually into spreadsheets for disbursement. The process was slow, repetitive, and a constant drain on capacity.

Thoughtful AI partnered with Harris Sheaffer to map the entire process and identify key points of automation. The team identified opportunities to streamline how invoice data was handled and how reports were generated.

A custom AI Agent was deployed to extract the right data from incoming invoices, organize it into a clean report, and upload it directly into the firm’s billing system.