Firm admin, handled. Judgment stays with your lawyers.
New matters, deadlines, prebills and the paperwork around them, working inside your matter system.
Watch a new matter opened. Conflicts always go to a lawyer to clear.
It reads the request, captures the client and every party named, runs the conflicts search with their aliases and related entities, and drafts the engagement letter on your terms. A clean search goes to the intake lawyer to sign off. A hit waits for conflicts counsel with the history laid out.
This is how it usually runs. Yours follows your own steps and approvals, set with the people who do the job.
23 agents for the admin around the work. Intake, dates, billing and paperwork.
- Business Operations
New matter intake
Takes a new matter from request to opened, with the conflicts search ready for a lawyer
What’s included - Compliance & Audit
Deadline docketing
Reads court notices, proposes each deadline and queues it for the clerk to confirm
What’s included - Finance
Prebill review
Checks every prebill against the client’s guidelines, and suggests edits for the partner
What’s included - Business Operations
Request intake
Gets internal requests approved and done
What’s included - Customer Support
Shared inbox triage
Sorts the shared inbox and answers the routine mail
What’s included - Compliance & Audit
Contract obligations
Pulls every obligation and date out of your contracts
What’s included - Compliance & Audit
Filing calendar
Keeps every filing on time, with an owner
What’s included - Business Operations
Contract review
Checks each contract against your standard terms
What’s included - Compliance & Audit
Access reviews
Runs quarterly access reviews across your systems
What’s included - Compliance & Audit
Vendor risk reviews
Runs security checks on every new vendor
What’s included - Finance
Invoice matching
Matches invoices to POs and receipts
What’s included - Finance
Collections follow-up
Chases overdue invoices every morning
What’s included - Finance
Budget vs actual
Explains each month’s variances to budget
What’s included - Business Operations
The Friday report
Has the weekly report ready by Friday
What’s included - Business Operations
Internal questions
Answers how-do-I questions from your docs
What’s included - Sales & Marketing
Proposal generator
Turns a discovery call into a proposal
What’s included - Sales & Marketing
Inbound lead brief
Researches and routes every new lead
What’s included - Sales & Marketing
CRM clean-up after calls
Updates each deal from the call
What’s included - Customer Support
Customer onboarding
Runs each new account’s setup checklist
What’s included - HR
New hire onboarding
Turns a signed offer into day one
What’s included - HR
Offboarding
Closes every account on the last day
What’s included - Sales & MarketingProfessional services
Engagement letter drafting
Drafts the engagement letter from the proposal, and flags any non-standard terms
What’s included - FinanceProfessional services
Timesheet and WIP check
Chases missing time before billing, and flags WIP that’s running over budget
What’s included
Every agent here is already built, and each one has a full page. Bring the one you want to a call.
Confidential, and on the record.
Advice comes from lawyers
Agents gather, track and draft. Anything that needs legal judgment goes to a lawyer.
Every date has an owner
A reminder well before it is due, and a nudge to the supervising lawyer if nobody confirms.
Confidential by design
Agents read only the matters each job needs, on the firm’s own AI account, and every access is logged.
What people ask.
Does it give legal advice?
Where do our files live?
Our process isn’t quite like this. Will it still work?
Can we start with more than one?
What does it cost to run once it’s live?
Which admin job keeps lawyers off billable work?
Bring it to a 30-minute call. You’ll leave with a fixed price and a plan.
- 3 to 6 weeksto live, then 30 days of tuning
- $12,500fixed, per agent
- Yours to keepno license fees