Matters, documents, and deadlines, with a confidentiality obligation on all of it. Privilege decides who may see a file, so it is where any workflow has to start. Build on that and intake, drafting, docketing, and billing all move faster.
Built for
Litigation firms
Corporate & transactional
Insurance defense
Trusts & estates
ALSPs
In-house legal teams
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The Challenge
The matter looks closed. The file says otherwise.
Intake, conflicts, deadlines, and the file that has to hold up later. The list reads complete, the standard sits with whoever handled the last one, and the dates in the record disagree with the document that set them.
Intake form completeOn file
Conflicts check runCleared
Conflict waiver signedNo copy
Engagement letter countersignedSigned
Closing set assembledPending
Without an agent
With an agent
01The gaps
One item on the list has nothing behind it.
It reads complete until someone asks for the document that was never saved.
02The position call
The standard is whatever the last reviewer decided.
There is no written position, so the client hears a different answer each time.
“Can we take this position?”
Last quarterYes
Last weekNo
This oneWaiting
With AI in the mix
The agent cites your own precedent, so the second answer matches the first.
118 prior matters read
03The real deadline
The date in the record isn’t the one that governs.
Someone reads the signed copy line by line to prove which deadline actually counts.
Signed copy30 days
Matter record45 daysΔ
The file30 days
With AI in the mix
All three30 days
Read against the signed copy, with the language behind every difference cited.
…and many more use cases
Capabilities
The AI our clients actually put to work
Not a product menu. These are the capabilities we design, prototype, and ship inside your operation, in whatever combination the work calls for.
Document & data extraction
Any document you handle, turned into usable data.
Intake packets, contracts, discovery sets
Checked against your conflicts rules
Written to your systems
Agentic workflows
Multi-step work that runs start to finish.
Engagement letters assembled for review
Docketing and deadlines tracked
Exceptions routed to a person
Decision support
Faster calls, with the evidence already attached.
Your intake criteria, encoded
Conflicts surfaced up front
Judgment stays with attorneys
Risk, compliance & audit
Oversight that builds its own paper trail.
Privilege-aware routing, with review
Deadlines flagged before they slip
Actor, time, and reason logged
Reporting & analytics
Reporting that renders from the source, not by hand.
Built from live matter data
Prebills and profitability on demand
Your team reviews, not rebuilds
Conversation & voice
Client conversations handled in plain language.
Client status inquiries answered
Full context from your systems
Resolved or escalated cleanly
Your own operating platform
The interface your team has always dreamed of. It now costs less to build than to keep renting your way around it.
One interface, not six logins
No per-seat bill as you grow
AI inside the work, not beside it
Most firms put three or four of these to work. A Jumpstart finds which ones earn their place, on your own files, before you commit to a build.
Case studies
The pattern, proven where the stakes match
We haven't published a law-firm case study yet. The pattern is the one we build every day in other regulated work. Documents in, deadlines tracked, every action on a defensible record.
You already have confidentiality duties, conflicts rules, and clients who audit their bills. We build inside your rules. That shapes the work from day one, instead of becoming a checklist at the end.
We build to your rules
Your approval chains and record-keeping rules go in from day one. If your policy says a person signs off, the system enforces it.
Not our first rodeo
Our team has worked with personal data, SOC 2 requirements, and records a regulator can ask for. Yours won't be the first security review we've answered.
You own everything we build
The code, the accounts, and the documentation are yours. Nothing to hand back at the end, and the architecture is your IP to use forever.
Where to start
One workflow, one team, or the whole firm
Some firms arrive with one process that's breaking. Others want to rebuild how the business runs. We meet you where you are.
Start here
AI Jumpstart
A few weeks to map how a file really moves, audit your stack, your data, and your controls, and find where AI pays back. Delivered with a working prototype on your own files, before anyone commits to a build.
Your prototypes built into production software by a lean team that stays through launch, rollout, and your first audit on the new system. The code is yours, in your own accounts.
No. The AI reads, extracts, assembles, routes, and checks. It gets a draft in front of an attorney with the source documents attached, but the legal judgment stays with your attorneys, and every decision that needs a person and a documented reason gets one. Every automated step is stamped with what happened, when, and why.
How do you handle privilege and confidentiality?
Everything we build runs in your systems and your accounts, under your rules, from day one. Client files never leave your control, access follows the ethical walls you already maintain, and we design to your confidentiality obligations the way we design to any other control: as a build requirement, not an afterthought.
Our documents go back decades, in every format. Is that a problem?
It's the normal starting state. Almost every firm we meet has a document estate spanning decades of formats, scanning quality, and filing conventions, and modern extraction handles the messy ones alongside the clean ones. Part of the early work is auditing what you actually have, so nothing gets built on assumptions about your files.
Can this help with billing without upsetting clients?
In our experience it does the opposite. Clients who audit their bills are asking for cleaner prebills, entries that match the engagement letter, and no surprises at invoicing, which is exactly what the system produces. Write-downs shrink when problems surface at time entry instead of at month end, and collections improve when the bill is right the first time.
Where do firms start?
Usually with intake, docketing, or billing, because that's where the pain is most visible and the payback is fastest. A Jumpstart maps how work really moves through your firm, audits the stack and the data, and finds which one pays back first, proven with a working prototype on your own files.