AI workflows for intake & drafting
From the first inbound call to the final document, we connect your intake, case management, and document tools into one live data layer, with AI agents that qualify leads, follow up across channels, and draft the first pass.
Every hour on admin is an hour not billed
Leads lost to slow follow-up
Prospective clients call several firms and retain whoever responds first, often within minutes.
Intake and matters in silos
Calls, web forms, emails, and case files live in separate systems that don't sync.
Drafting eats billable hours
First-pass documents, intake summaries, and letters are still written by hand.
One live data layer, then AI on top
We pull phone, SMS, intake forms, case management, and documents into one live record per matter. AI qualifies and follows up on new leads, drafts first-pass documents from matter context, and tracks every deadline.
Purpose-built for legal & law firms
Multi-channel speed-to-lead
Voice, SMS, and email respond and qualify inbound leads in seconds, logged straight to your CRM.
AI document drafting
First-pass drafts, intake summaries, and client letters generated from matter context in minutes.
Matter & deadline tracking
Court dates, filing windows, and license renewals tracked automatically, per matter.
Intake analytics
See where cases come from, which convert, and where leads leak across the whole firm.
Plugs into the tools you already run
We don't ask you to rip anything out. We connect to the software you already use, the industry tools plus the finance and CRM systems everyone runs, and reconcile it into one live layer.
DocuSign
Twilio
Salesforce
QuickBooksWhat it's worth to you
See it in real builds
Multi-channel speed-to-lead into any CRM
An AI system that answers, qualifies, and follows up on every inbound lead across voice, SMS, and email, deployed for law firms including Fridman Law Firm.
TimeSentry: AI timesheets for lawyers
AI time tracking that reads Gmail, calendar, and Clio to draft billable timesheets, with financial intelligence on top. Built end to end.
Working builds you can open in your browser
Each one runs on sample data with a guided tour. Read what it does and who it is for, then open it.
Packaged for your world
Questions legal & law firms teams ask first
What can AI automate in a law firm?
Intake that answers and qualifies every call and enquiry in seconds, first drafts assembled from your own precedents and the matter file, matter status updates that write themselves, time captured from email and calendar, and deadlines read from orders and calendared automatically.
Is client data safe?
Privileged information stays inside your own tenancy, your Microsoft 365 or Google Workspace, your own storage, with access scoped per person and per matter. Models are called under enterprise agreements where your data is not used for training and is not retained. We put this in writing before anything is built.
Does it work with Clio, MyCase or Filevine?
Yes. We connect to the practice management system you already use, plus email, calendar and your document store, and reconcile one live record per matter. The firm keeps working where it already works.
Will AI write our documents?
It produces first drafts in your house style from your precedents and the facts on record, with the gaps flagged. Lawyers edit and decide. Nothing goes out without a person approving it.
What does a first engagement look like?
One system, scoped to a few weeks, with a definition of done agreed up front. Intake response is the most common starting point for firms that lose leads after hours; drafting for firms where document work dominates the matter.
Turn every inbound into a retained client?
Tell us what you have in mind. We'll come back with the highest-ROI path to get there.
Book a free callor write to us at [email protected]