Client intake and conflicts
New matter details captured once and pushed into your practice management system, with a conflicts check run before anyone spends time on the file.
Law Firms
You went to law school for the law — not for everything stacked around it.
Intake forms that get rekeyed into the practice management system. Engagement letters assembled by hand from the last matter that looked similar. Time entries reconstructed on Friday from memory. We automate that work end to end and keep it running.
What we automate
The work that keeps coming back
These are the processes we see eating the most time in this line of work. You do not have to take all of them, and we start with whichever one is costing you most.
Document assembly
Engagement letters, standard motions, and closing sets drafted from your own precedent library and your matter data — not from a generic template.
Discovery and document review
Large productions sorted, deduplicated, and first-pass reviewed for responsiveness and privilege, with everything flagged for a human queued in one place.
Billing narratives and prebills
Time entries drafted from the work that actually happened, written to your client's billing guidelines, and assembled into a prebill ready for a partner to review.
Three ways in
Start where it makes sense for you
The same three levels of scope apply here as everywhere else. Most engagements start in the middle and move outward.
-
01
Govern what you already run
If your team is already using AI tools on this work, we put structure around it first: house rules your tools load automatically, reusable playbooks, and a data-handling policy that is actually enforced.
-
02
Automate a workflow — or several
The most expensive process on the list below, built and wired into the systems you already use, run alongside your current way of working until it is proven, then switched over.
-
03
An agent that owns the role
For work that is less a workflow than a job: an agent that handles the function end to end, with defined authority over what it decides alone, what it escalates, and to whom.
Not sure which one you need? That is the first conversation — tell us what is eating your week and we will tell you whether it can be automated and roughly what that takes.
Who else we help
Other industries we work with
Different systems, same pattern: repetitive, deadline-driven work that still gets done by hand. If yours is not listed, the pattern usually still holds.