Client and matter intake
Turn inquiries into structured matter records, conflicts-check inputs, and engagement-ready summaries without retyping the same details across systems.
We help small and mid-size law firms use AI inside intake, document review, drafting, and billing workâthen build the repeated parts that should not keep moving by hand. Confidentiality, privilege, and conflicts are built into the workflow from the start.
The billable work is analysis, strategy, and advice. AI is most useful on the work surrounding it: the intake forms, the document handling, the same summary written a fourth time, and the time entry nobody wants to reconstruct on a Friday.
Turn inquiries into structured matter records, conflicts-check inputs, and engagement-ready summaries without retyping the same details across systems.
Build a repeatable first pass that surfaces clauses, dates, obligations, and deviations from your standard, with the citation back to the source so a lawyer can verify it fast.
Work from the firm's templates and prior filings rather than generic output, so the first draft already sounds like your practice and follows your clause preferences.
Reconstruct defensible time entries and billing narratives from the work that actually happened, in the format your billing system and your clients expect.
We map one repeated workflow: who owns it, where the information comes from, what is privileged, and what must stay under a lawyer's review.
We work with your attorneys and staff inside the firm's real tools, so people leave with workflows they understand well enough to supervise and change.
If a process should run without someone driving every step, we build the connections, the automation, and the review points that keep a person accountable.
We define what each workflow may access, which matters are in scope, where information is allowed to travel, and what stays out of the system entirely. Your obligations set the boundaries; we build inside them and write down what was decided.
No. These workflows prepare, organize, and draft. The lawyer reviews and owns the work product.
No. We build around the systems you already run and the way your firm already files things. Replacing core software is a separate decision and rarely the first useful step.
Pick one recurring process with clear inputs and a clear output: new client intake, a document type you review constantly, or the billing narrative your team rebuilds every month.
We will tell you whether it needs training, a build, or nothing at all.