Intake agents that answer and screen new inquiries, document processing for the files clients send, a private AI on your firm's own documents with access controls, research agents that draft summaries with citations, and security testing to protect client confidences.
More conversations. More clients. A fuller calendar.Inquiries that go cold
Potential clients call several firms. Whoever answers and schedules the consultation first usually gets the case.
Documents everywhere
Clients send photos, scans and email attachments. Paralegals spend hours naming, sorting and summarizing them.
AI without guardrails
Lawyers want to use AI, but public tools raise confidentiality questions your firm can't answer.
How it works
We set things up the way your team already works, inside your existing tools where possible.
Discovery call
We learn how work comes in today, which tools you use and where time and money slip away.
Proposal
A written scope and timeline, with the rules, scripts and approval steps agreed with your team.
Build and test
We build on your tools, connect your systems and test with real scenarios before anything goes live.
Launch and improve
We go live, train your staff and review results with you on a regular schedule.
Legal advice and judgment stay with your attorneys. The systems handle intake, documents and first drafts.
Intake agent
Answers calls and web inquiries, asks your screening questions, runs a basic conflict check against your list and books consultations.
Document processing
Client documents read, named, sorted into the matter and summarized for the attorney.
Private AI on your documents
A private assistant that searches your templates, briefs and knowledge, with matter-level access controls and audit logs.
Research agents
First-draft research memos and case summaries with every source cited, for an attorney to verify.
Client portal
Clients upload documents, sign forms and see matter status without calling.
Security review
Security audit of your website, portals and AI tools, with a fix plan.
Each solution has its own page with what you get and example deliverables.