Client intake, conflict checks, document drafting, and deadline tracking across cases, matters, and engagements — automated, audit-logged, and reviewed by the humans who own the file. Built for firms that bill in six-minute increments and answer to a bar or board.
No abstract pillar talk. Each row is something we hear on every discovery call, and the exact play we run when you say "yes."
Every new client eats hours of conflict checks, intake forms, and engagement letters — whether it's a litigation matter, a tax engagement, or an audit kickoff.
Conducts new-client intake conversationally, runs conflict checks against your full matter and engagement history, and opens the file in Clio, PracticePanther, or Karbon.
Standard motions, engagement letters, audit memos, and SOWs slow the whole firm down — and seniors end up rewriting junior work anyway.
Drafts standard documents in your firm's voice; surfaces precedent on demand, with the cite, in Word or Excel — not a separate app no one opens.
Calendaring across matters and engagements is error-prone, and the cost of error is malpractice insurance, IRS penalties, or both — not just a sorry email.
Calendars statutory, contractual, and filing deadlines across every matter and engagement, and warns at 14, 7, and 2 days — with escalation to a partner if unacknowledged.
Junior staff redraft from scratch — motions, audit memos, opinion letters — because the brief bank or workpaper library is buried in shared drives no one has indexed since 2019.
Trained on your precedent, brief bank or workpaper library, and house style — drafts motions and audit memos, summarizes depositions and prior-year files, and finds the cite without leaking confidential client data to a public model.
A 30-minute call. We'll show you which two plays move the needle first, what they cost, and how fast we ship.