Client intake, structured
A plain-language intake that becomes a structured matter record with conflict-check prompts, filed and waiting, not scribbled on a legal pad.
Industries · Law firms
The busywork of practice, off your associates' plates.
Intake, engagement letters, deadline chasing, client status updates, and a knowledge assistant over the firm's own precedents. Every message approved by a person at the firm before it goes out, under a confidentiality architecture built for exactly this kind of client.
Engagement letters & standard documents
Your templates as fillable forms: engagement letters, fee agreements, standard filings. Signature lines clear, layout intact.
The chasing, done for you
Unsigned engagement letters, unpaid retainers, missing documents from clients. Drafted in the firm's voice on a schedule, approved by a person before anything sends.
“Where is my case” answered
Drafted status updates a paralegal approves. Clients feel informed, and your associates stop losing an hour a day to the same phone call.
A knowledge assistant with privilege in mind
Answers from the firm's own precedents, checklists, and procedures. Role-aware, isolated to your firm, and never searchable from anyone else's system.
Court dates & deadlines
Calendar sync with day briefings, and records-request tracking that knows who was asked, when, and chases on schedule.
Confidentiality
The same architecture that answers medical-grade concerns.
Client isolation by construction, self-hosted infrastructure, AI under commercial API terms where your content is not used to train models, read-only AI access, and audit logs on every support touch. The details are on our trust page, in plain language you can forward to a managing partner.
Next step
See it on your own business.
A short call, a look at how your work actually flows, and a straight answer on whether this fits. No pressure, no obligation.