01
Client information & documents
Collect requests and attachments, identify missing details, and prepare follow-up for your team to review.
AI & automation for law firms
Open new matters with less chasing and re-entry.
We connect the steps between an incoming request and a complete, reviewed matter record. Your team spends less time collecting the same information and moving it between tools.
Where we can help
Less administration between the request and the work.
02
Matter preparation & setup
Prepare client and matter fields from the information already collected. Route review questions and update records after the required approvals.
03
Reports & administrative checks
Bring matter, billing, or records exports together. Flag differences and reduce the work of assembling recurring management reports.
See an example
From an email to a prepared matter record.
Follow a request through preparation and review. Then see what happens when a possible related-party match needs a lawyer’s attention.
Try the walkthrough →Synthetic data. No live systems connected.
- 1
Collect the request and extract the relevant details.
- 2
Prepare the record and identify questions for review.
- 3
Record the required approvals before creating the matter.
A useful starting point
Choose a process you can measure.
Start with a process that repeats often enough to create meaningful administrative work. A firm administrator or managing partner can help identify the delays, the staff involved, and the tools already available.
What we can compare before and after
- Staff time spent collecting and re-entering information
- Time from a complete request to a reviewed matter record
- Missing details and corrections after setup
- Requests waiting for a person’s response
We agree on the measures before building. Results depend on the process and how the team uses it.
Working with your team
We work with your administrator, lawyers, and IT provider. Lawyers and authorized firm personnel retain conflicts, client-acceptance, and other professional decisions. Our work covers administration; we do not provide legal advice or automate legal strategy, final filings, or deadline calculations.
Data, access, and review →Start with a conversation
Bring one recent example of the work.
Free introductory call. Discovery, when needed, is $1,500. Scoped builds start at $5,000.