AI that works inside your practice, not around it.
We build AI workflows that plug into the systems your firm already runs — Filevine, Clio, or CosmoLex for matters, plus Slack, Google Workspace, and Microsoft 365 for everything around them — so intake gets answered in minutes, routine drafting gets a first pass, and partners see case status without chasing anyone.
Real integrations, not a chatbot bolted to your website.
Every engagement starts with your compliance requirements and your existing systems. The AI adapts to the firm — never the other way around.
Practice management integration
Direct API connections to Filevine, Clio, or CosmoLex, so the assistant reads and writes matter data where your team already works — no duplicate systems.
Workspace & document systems
Google Workspace and Microsoft 365 connections for firm email, calendars, and document libraries — so the assistant works from the same files and threads your attorneys do, under the same permissions.
Intake triage & lead response
New inquiries get answered, qualified, and routed in minutes instead of days. Conflicts and practice-area fit get flagged before a human ever picks up the file.
Document drafting assistance
First-pass drafts of routine correspondence, demand letters, and standard motions — pulled from your matter data and your templates, always reviewed by an attorney.
Case status digests
Automated matter summaries delivered to partners on a schedule — what moved, what stalled, and what needs attention — pulled live from your case data.
Where your team already talks
The assistant lives in Slack, Microsoft Teams, or email — your staff asks questions in plain language and gets answers grounded in firm data.
Private AI infrastructure
We deploy on Amazon Bedrock or Azure OpenAI inside your own cloud tenant, so matter data never trains a public model and never leaves an environment you control.
Compliance-first architecture
Data handling designed around confidentiality and privilege from day one. We document what the AI can see, what it can do, and what always requires a human.
Audit trails & governance
Every prompt, retrieval, and output is logged and reviewable. Role-based access, retention rules, and human-approval gates give the firm a defensible record of how AI touched a matter.
Your team asks in plain language. The assistant answers from your case data.
Intake triage, overnight lead summaries, and matter status — delivered where your staff already works, grounded in your practice management system.
Pilot one workflow. Expand what works.
- 01
Discovery & compliance review
We map your intake-to-resolution process, identify the highest-leverage workflow, and agree on data-handling rules with the partners before anything gets built — including what the model may see and where it is allowed to run.
- 02
Secure environment setup
We stand up the AI on private infrastructure — Amazon Bedrock or Azure OpenAI in your tenant — with encryption, access controls, and logging in place before a single matter touches it.
- 03
Pilot build
One workflow, built and connected to your practice management, Google Workspace, or Microsoft 365 systems, running with a small group of staff. Weeks, not quarters.
- 04
Measure & harden
We track response times, hours saved, and error rates against your baseline, then tighten guardrails based on real usage.
- 05
Expand & train
Additional workflows roll out one at a time, with training for staff and a clear escalation path for anything the AI should not touch.
What firms get back.
Intake answered in minutes
The firms that win cases first won the response-time race. Automated triage means no inquiry sits unanswered overnight.
Attorney hours back
Routine drafting and status reporting stop consuming billable-caliber time. Attorneys review instead of assemble.
Partner visibility
Scheduled digests replace status meetings. Partners see every matter that moved — and every one that did not — without asking.
Ready to put a marketing + technology team behind your business?
20-minute intro call. We'll tell you what we'd build first.