FirstPass Early Access: AI-Powered Document Review is Here
We're opening early access to FirstPass, our AI-powered document review tools for accounting and legal professionals. Sign up today and get 5 free analysis credits.
We’re excited to announce that FirstPass is now available in early access. After months of development and refinement, we’re ready to put our AI-powered document review tools in the hands of accounting and legal professionals.
What is FirstPass?
FirstPass is a suite of AI tools designed to automate the initial review of complex documents—the kind of work that typically consumes hours of senior-level expertise on repetitive, low-value tasks.
We’ve built two specialized products:
FirstPass Tax
Designed for accounting firms handling corporate tax returns, FirstPass Tax transforms the traditional partner review process. Upload your T2 or 1120 documents, and our AI performs a comprehensive first-pass analysis in about 90 seconds—work that would typically take an hour or more.
The system cross-references documents, verifies calculations, and flags inconsistencies. But it goes beyond error-checking: FirstPass Tax also identifies planning opportunities (like capital dividend availability) and highlights risks that warrant deeper discussion with your client.
FirstPass Legal
For legal professionals, FirstPass Legal automates structural and completeness checks on legal documents. Upload your documents, and our AI immediately analyzes them against proven templates, delivering actionable insights and clear guidance on potential areas of concern.
No more manual searching through lengthy documents. FirstPass Legal gives you a clear starting point so you can focus your expertise where it matters most.
Why Early Access?
We believe the best products are built in collaboration with the people who use them. Early access gives us the opportunity to work closely with forward-thinking firms who want to be at the forefront of AI-assisted document review.
Your feedback during this phase directly shapes the product. Every suggestion, every edge case you encounter, every workflow improvement you identify—it all helps us build something that truly fits the way you work.
What You Get
Early access users receive:
- 5 free document analysis credits to experience FirstPass firsthand
- Direct access to our team for questions, feedback, and support
- Priority consideration for feature requests
- Early adopter pricing when we move to general availability
Ready to Try It?
We’re working toward general availability in the first half of 2025, but you don’t have to wait. FirstPass is ready for you to use today.
Prefer a walkthrough first? We’re happy to provide a personalized demo. Just get in touch and mention you’d like to see FirstPass in action.
The Bottom Line
Your senior partners’ time is too valuable to spend on repetitive document reviews. FirstPass handles the tedious first pass, so your experts can focus on the strategic work that drives value for your clients.
We’re not trying to replace professional judgment—we’re giving it a head start.
Questions about FirstPass or early access? Contact us or connect with us on LinkedIn.