Fee-earners spend hours on intake, document assembly and chasing — work that is repetitive, risky and unbillable.
Sound familiar?
- Enquiries answered late because nobody has triaged the inbox
- Engagement letters and standard documents assembled from the last version
- Conflict checks and KYC done by hand, inconsistently
- Deadlines tracked in heads and spreadsheets
- Partners cannot see the state of every matter without asking
What we build for law firms and professional services
Intake and conflicts agent
Reads the enquiry, extracts the parties and matter type, runs the conflict check against your records, drafts the response and engagement letter, and queues both for approval.
Document assembly
Engagement letters, NDAs, standard agreements and court forms generated from matter data with a review step, e-signature and automatic filing to the matter.
Deadlines, follow-ups and hand-offs
Every stage of a matter has an owner and a timer; reminders, escalations and client updates run from the practice system.
Firm operating brief
A weekly one-page view of matters, WIP, receivables and capacity, with the three decisions that need a partner.
An example workflow
New enquiry to signed engagement
An enquiry sits in a shared inbox; a paralegal reads it, checks conflicts in a spreadsheet, drafts a letter from a template and waits for a partner to review.
The agent classifies the enquiry, runs the conflict check, drafts the letter with the correct terms and fee scale, and the partner approves in one click; the signed letter files itself and the matter is opened.
Typical result: same-day engagement letters; conflicts checked every time, not most times.
What it costs
One workflow — usually intake or document assembly — mapped with the risks and the fixed price.
An intake agent or document-assembly build with approval steps, live in three to six weeks.
Monitoring, changes when your templates or systems change, monthly improvements.
All prices in USD. Every engagement starts with a free audit and a written, fixed-price scope; the first stage ships a working slice on your data in week one, and anything that does not run as scoped is fixed free for 30 days after launch.
Questions
Is it safe to let AI touch client matters?
The AI drafts and checks; a fee-earner approves anything that leaves the firm. Every action is logged, data stays in your systems, and models are accessed through APIs that do not train on your data.
Which practice management systems?
Clio, Actionstep, LEAP, Smokeball, PracticePanther, Xero and HubSpot among others; anything with an API, and document systems such as iManage, SharePoint and Google Drive.
Can it handle our precedents?
Yes — your templates stay as ordinary documents with merge fields, so lawyers can change the wording without touching the automation.
How do you handle confidentiality?
Least-privilege access, written data-flow documentation, no copies of client data outside your systems, and an NDA before we see anything.
Do you need access to our systems?
Only what the workflow touches, granted by you, documented, and removable at any time. Credentials stay in your accounts; we never keep copies.
What if AI is not the right answer for us?
Then we say so in the audit. Many problems are solved better by a form, a rule or a direct integration than by a model — and those cost less.
Where is data processed?
In your own accounts and the tools you already use. AI models are called through business-tier APIs that do not train on your data; personal data is minimised or redacted before it leaves your systems. See our security and data page.
Next step
Send a short description of the process that takes the most time, or map it in the Process X-ray and attach the result. You will hear back within one business day with questions, a workflow sketch and an honest view on whether it is worth automating.