Law firms
Keep your lawyers on billable work
Intake, conflict searches and matter set-up run on their own, and every matter record stays current.
Built forQopia FinancialJSI Systems
- Every new matter is opened by handBy hand
- Precedent lives in a few partners’ headsBy hand
- Time and call notes never reach the matterBy hand
- Engagement letters get rebuilt every timeBy hand
Sound familiar?
Where the time goes at law firms
- Client onboarding
Every new matter is opened by hand
See howTodayConflicts, folders and billing, each started by someone different.
With usOne intake sets up the record, contract, invoice, project and welcome, and each step starts the next.
- Team knowledge base
Precedent lives in a few partners’ heads
See howToday“Have we done one of these?” goes to the same partner.
With usAn assistant that knows your firm’s documents, works inside your team’s tools, and shows its source.
- CRM updates
Time and call notes never reach the matter
See howTodayWritten up from memory that evening, if at all.
With usEvery call, meeting and email reaches the right record on its own, and deals going quiet get flagged.
- Reports and proposals
Engagement letters get rebuilt every time
See howTodayPieced together again from the last matter.
With usDrafts built from your notes, past work and approved wording, checked against your rules and ready to review.
Proof
Already running at another firm
Our closest build is for an insurance practice, also regulated: each client meeting now becomes a compliance record in the regulator’s exact format. A matter note is the same problem.
Your options
Legal workflow automation: 3 ways to do it
Option 1
Buy software
Best whenYour practice system has the feature, and the firm will use it.
Option 2
Build it in-house
Best whenSomeone in-house can set up its automations and keep them current.
Where we fit
Bring in a partner
Best whenThe work spans practice management, documents and email.
Systems worth looking at first
Clio, MyCase and PracticePanther run matters, iManage and NetDocuments hold documents, and Harvey and CoCounsel work on legal content.
What each one costs, and who keeps it running
- Buy software
- CostA subscription for each seat, and the time to set it up.
- UpkeepThe vendor, and whoever owns it on your side.
- Build it in-house
- CostTheir time now, and again each time something changes.
- UpkeepThat person.
- Bring in a partner
- CostA monthly retainer.
- UpkeepThe partner, with a named owner on your side.
Law firms
What to settle before you start
Privilege comes first: decide which tools may see client material before anything is connected. Many firms start with an AI use policy.
- Intake formChecked first
- EmailFeeds it
- Time entriesFeeds it
- PrecedentsFeeds it
Questions from law firms
Is client material safe?
It depends on the tool and plan. The AI tool register shows how each handles data.
Does it give legal advice?
No. Advice stays with your lawyers.
Do you have a law firm case study?
Not yet. The closest is in another regulated profession.
Will it work with our practice-management system?
If it can share its records, yes. We check first.
Your brief · 1 of 3
What brings you here?
See what we’d build first at a firm like yours.
Start with one process.
A working session on how your firm actually runs. You leave knowing the first process worth fixing.