Introducing Hatfield, The 24/7 AI Client Service Partner for Busy Accounting and Legal Professionals

Meet Hatfield, the always-on AI client service partner for accounting and legal professionals who want to deliver exceptional client experiences without adding more to their plates.

If there’s one thing accounting and legal firms have in common, it’s the central role client relationships play in long-term success. Firms that follow the “seller/doer” model have the added pressure of one person who must serve their clients and help grow the practice. Charge hour goals and staff development further eat away at the few hours available to meet all of our goals.

We want clients to feel seen, informed, and understood. As competition intensifies, the time to develop and maintain clients’ trust becomes a critical differentiator, not a “nice to have.”

Making every client feel like they’re your top priority by remembering key milestones, following their social media pages, anticipating questions, or sharing relevant insights at exactly the right moment can feel unrealistic, especially during tax season or high-stakes cases. There’s a reason some firms are hiring client success managers to handle these critical, yet often overlooked, relationship-building opportunities.

Take a CPA navigating tax season who also manages clients with complex ownership structures. Or a law firm partner juggling active cases while tracking regulatory updates that may affect multiple clients across different industries. Even the most relationship-driven professionals don’t have the time to manually monitor everything that matters to every client.

So things get missed. A client’s birthday or tenth anniversary with the firm. A new IRS ruling that changes planning assumptions before a quarterly review. A court decision that quietly reshapes risk for a client’s pending deal.

These moments aren’t lost due to lack of care or effort. They’re lost because accounting and legal professionals are human and most days require getting 14 hours of work done in a 12-hour day.

Even the best rainmakers can’t be everywhere at once.

Until now.

Meet Hatfield, the always-on AI client service partner built specifically for accounting and legal professionals who want to deliver consistently exceptional client experiences without adding more to their plates.

Think of Hatfield as a second brain. It’s like a self-starting assistant that works the way you do, and speaks to clients the way you would. Imagine if you had someone whispering in your ear like an on-air personality, ensuring you are always on queue.

Hatfield continuously monitors your entire book of business, 24/7. It keeps an eye on client activity, social media, external events, regulatory changes, breaking news, and industry signals that matter while you’re in meetings, in court, deep in a filing, or finally getting some rest. It surfaces emerging risks, timely opportunities, and important moments before your clients ever have to ask about them.

For accountants, that might mean flagging a change in tax rules that impact a client ahead of a planning call, or noticing revenue growth patterns that signal readiness for specific advisory services. For legal professionals, it could be identifying a regulatory update relevant to multiple clients, or alerting you to business milestones that create opportunities for proactive counsel.

Here’s a preview of what Hatfield does and how it makes your life easier:

• 24/7 Client Monitoring: Tracks critical client signals, social media, external events, and regulatory or market changes in real time.
• Built to Serve You: Customized to support your individual needs and working style. Do you want notices, daily, weekly, or any other interval? Tailor it for busy season and selling season. You decide.
• Proactive Alerts: Flags urgent needs, relationship risks, and opportunities the moment they matter.
• White-Glove at Scale: Helps you deliver personalized, high-touch service to every client—automatically.
• Reputation Protection: Never miss important factors that clients expect you to notice.

The best part of it all?

Hatfield isn’t another piece of software you have to figure out or babysit. It’s not a chatbot. It’s not sales automation. And it’s definitely not another CRM. It is your partner in client service and growth.

Designed to fit real professional workflows, Hatfield integrates seamlessly into how accounting and legal teams already work, enhancing awareness without adding noise or busywork. It complements you and the way you work, too, acting as a silent partner that keeps a constant pulse on your clients so you don’t have to.

That’s what sets Hatfield apart. It’s designed to adapt to the way you work. You choose the timing, the channels you want to prioritize, and the actions that matter most. Over a short period of time, Hatfield learns from your behavior and fine-tunes its approach to match your exact workflow and communication style, making it feel less like a tool and more like a natural extension of your brain.

An Important Note: Hatfield isn’t an AI tool that replaces jobs or people.

HATFIELD IS AI FOR GOOD. It gives you the capability to connect with more clients on a human level in much less time. A quick yet thoughtful email can make a client’s day, or even their year.

Your clients don’t want to hear from a robot. They want to hear from you, and Hatfield makes that happen at the right moments without demanding more of you and your day.

When was the last time a piece of technology genuinely made your life easier?

If it’s been a while, you’re not alone. Sign up for our newsletter to be the first to know when Hatfield becomes available to you and your firm.

Currently, Hatfield is only available to core Propense clients during the development period. Want to learn more about Propense’s cross-selling solutions in the meantime? Sign up for a demo here. We can align and strengthen your accounting or legal firm’s business development efforts before Hatfield’s big launch.