Legal AI software for intake, case management, document automation, and client communication — built around how your firm actually runs.
We have audited more than forty firms — solo, mid-market, and AmLaw 200. The specifics change. The friction points do not.
Calls and web forms hit between 5pm Friday and 9am Monday. Most firms route them to voicemail or a generic answering service that captures a name, a number, and almost nothing useful. By Monday morning, the contingency-fee opportunity has already signed with the firm that called back at 6:14pm.
Intake forms get retyped into Clio. Insurance details get retyped into the matter. Medical providers get retyped into the records-request template. The same three fields move across six systems by hand. Senior paralegals spend the back half of their day on work a first-year could do — and often does.
Records are requested, faxed back, dropped into a shared drive, then forgotten until someone notices a deadline. There is no system tracking which provider has returned what, which signature is missing, or which request needs a third follow-up. The case waits while the inbox grows.
Deadlines live in one person's head and one Outlook calendar. Filings, response windows, and statutes get tracked in the same colored block as a partner's tee time. One vacation, one resignation, one missed sync — and the firm is exposed.
Clients call to ask "what is happening with my case." Staff explains the same status three times a week. Attorneys put off the update email because it is the fourth-priority task on a sixteen-priority day. The relationship erodes quietly until a 1-star review arrives.
The senior associate who knew the judge's preferences, the working motion templates, the right deposition outline — they took a job in-house. Nothing was written down. The firm rebuilds the same playbook every three years.
Before we talk about AI, we map the machine. Every firm we work with starts here — the four operational surfaces every matter touches, and the work that happens on each.
From first touch to signed retainer. Most firms leak revenue here.
The middle of the funnel — where work actually happens, slowly.
The work the firm does to stay in sync with itself and with clients.
The firm's memory. Usually trapped in one senior attorney's head.
We do not believe in an "AI lawyer." We believe in an AI operations layer that takes the predictable, repetitive, system-to-system work off your team so your attorneys can spend their time on the work that earns the fee.
Filings, settlements, fee agreements, demand letters, dismissals. The AI drafts, organizes, and surfaces — your attorneys decide and sign.
Six systems we have deployed in production at law firms. None of them are chatbots. All of them are operational infrastructure that connects the tools you already use.
After-hours web leads are qualified, summarized, routed, and logged into the CMS before staff arrives in the morning.
Webform
Court deadlines, filings, response windows, and document requests are tracked from matter creation and surfaced before they become a problem.
CMS
Records are requested, tracked across providers, chased on a schedule, and summarized as they come in. No more inbox archaeology.
Fax / HIE
Clients get proactive, milestone-driven updates in plain English. Attorneys approve in a single click instead of writing emails from scratch.
CMS
Attorneys retrieve case procedures, internal SOPs, template motions, and prior matter context in seconds — across the firm's full corpus.
Drive
Requests, productions, and privilege logs move on a tracked rail. Nothing is "in someone's pile" — every artifact has a state.
CMS
One example of what we've shipped in the legal space.
How a Florida insurance defense firm replaced its legal case management software with an AI operating layer — automating the full litigation lifecycle from intake through billing. A legal case management software replacement for insurance defense law firms that reduced legal assistants from 6 to 1 and cut operating cost by $60K a month.
Read the case study →We do not ask firms to migrate. We build legal AI software on top of the legal case management software you already run — AI for Clio, Filevine, MyCase, PracticePanther, Smokeball, and Litify. Your CMS stays the system of record, your comms stay where staff already work, and the AI lives in the seams between them.
Not a feature, not a chatbot, not a magic button on a marketing page. The work it does is the same work your staff has always done — moved into a system where it runs reliably.
If a system is not measurably more accurate than your current process, we do not ship it. We measure before, after, and continuously — and we say so when something is off.
The best AI system is the one that disappears into your firm's actual workflow. If staff have to change how they work to use it, it is the wrong system.
Strategy, negotiation, advocacy, and anything irreversible go through an attorney. The AI is the paralegal that never sleeps, not the partner.
How we apply this in other parts of the operation.
AI for clinical documentation, claims processing, and patient operations — without disrupting the care team.
Explore →AI for claims, policy servicing, and document intelligence — reads what humans read, faster.
Explore →AI for compliance, KYC, fund administration, and advisory operations — designed for audit-grade environments.
Explore →The stuff we hear most on the first call. Don't see yours? Book a 30-minute conversation.
Book a 30-minute conversation. We'll map the highest-leverage workflows in your business and tell you whether AI is the right answer.