Client intake
From first contact to opened matter, with fewer forms and fewer dropped details.
Lawyers should spend their time on legal judgment. We build tools for the work around it: intake, documents, tracking and billing, with attorneys reviewing what matters.
One intake flow collects the details, runs your conflict check steps and opens the matter.
Software pulls dates, parties and key terms into your systems for a person to confirm.
Time entries get checked against client billing rules before a partner has to find the problems.
Every project starts by looking at how your team actually works, so yours may look different.
From first contact to opened matter, with fewer forms and fewer dropped details.
First drafts of routine documents from your approved templates.
Summaries with links to the source text, so an attorney can verify them quickly.
Key dates in one place, with reminders that reach the right people.
Flag entries that break client guidelines before the invoice goes out.
A secure place for clients to check status instead of calling.
Lawyers remain responsible for AI-assisted work. ABA Formal Opinion 512 covers competence, confidentiality, client communication, supervision and fees, and state rules vary. We design for attorney review and work with your firm's ethics guidance. This isn't legal advice.
Contracts, forms, invoices, reports. The information your business needs is locked inside PDFs, and someone has to read each one.
Read moreYou just won the work. Now come the forms, follow-ups and handoffs. It's your client's first real experience of you, and it often feels like chaos.
Read moreThe request went out on Monday. By Friday, nobody knows who has it. The person who needs to approve it never saw it, or forgot.
Read moreNo. We build tools that organize, draft and check. An attorney reviews the work and makes the legal calls.
Usually not. We build around it and connect the gaps between it and your other tools.
A few sentences is plenty. We'll tell you honestly whether custom software makes sense.