Firms lose hours a day to intake, matter setup, document generation, and billing hygiene. We build the automation layer that keeps attorneys billable and clients well served, without touching privileged judgment work.
New matters wait on manual setup, documents get drafted from scratch, and billing hygiene is a monthly scramble.
Intake questionnaires and conflict checks sit in inboxes for days.
Matter setup is retyped across the PMS, drive, and calendar.
Time gets captured late and invoices go out slower than they should.
We start where the friction is loudest, prove the ROI, then connect the next workflow. Same operating layer, growing coverage.
AI intake with conflict checks and clean handoff to the right practice.
Auto-create matter, folder structure, and calendar in your PMS.
Draft from your templates and precedents with attorney sign-off.
Passive time capture and invoice assembly with review workflows.
Scheduled matter updates and portal messages.
Utilization, realization, and pipeline dashboards.
Privilege, confidentiality, and unauthorized-practice risk make careless AI a malpractice issue.
Privilege-aware data handling, scoped access per matter, attorney sign-off on client-facing outputs, and audit trails on every automated action.
Clio, NetDocuments, iManage, Outlook, and the productivity tools your team already lives in.
“Intake used to take a week. Now it's the same day, and our timekeepers stopped losing hours at month-end.”
Anything else, book a free 30-minute scope call. We'll audit intake-to-invoice and tell you where automation pays back first.
Yes. Data is scoped, encrypted, and never used to train foundation models.
No. Attorneys review and sign off on client-facing outputs.
Clio, NetDocuments, iManage, and others.
Client-facing outputs are attorney-reviewed by design.
Three to five weeks for the first flow.
Pick a time below. We'll map the first workflow worth automating and outline what a working system looks like for your team.