Industries · Lg
AI for legal operations and modern law firms.
Most firms aren't losing matters to lack of talent. They're losing them in the predictable gaps between systems — the intake that came in at 7pm, the medical records that took six weeks, the deadline nobody flagged. The AI work here is operational infrastructure, not a chatbot.
Where the leverage lives
You're losing time in predictable places.
Across the firms we map, the same friction points keep showing up. They're not strategic questions — they're operational ones, which is why AI moves the needle here.
- 01 Friction point
After-hours intake leak
Most plaintiff and PI inbound arrives outside business hours. Whoever responds within thirty minutes is who the matter belongs to.
- 02 Friction point
Paralegal data entry
Hours per paralegal per day re-typing client intake, transcribing medical records, copying fields between systems that should already be talking to each other.
- 03 Friction point
Medical records cycle time
Records request → fax confirmation → arrival → indexing → review. The cycle is long enough that opposing counsel knows it.
- 04 Friction point
Calendar tracking risk
Statutes, depositions, hearings, response windows. The exposure is concentrated and rarely monitored at the firm level.
- 05 Friction point
Client status communication
The single biggest driver of complaints, refund demands, and bar grievances is silence. Most firms still send updates manually, in batches, when someone has time.
- 06 Friction point
Institutional knowledge
When a senior associate leaves, the trial strategy, opposing-counsel notes, and case-history lookups leave with them.
The operational surface
Every workflow touches four surfaces.
We map your real lifecycle against these four. AI lands where the surfaces meet — the handoffs, the queues, the data movement.
Intake
- Web form qualification
- After-hours triage
- Conflict-check automation
- Engagement letter drafting
Case Operations
- Deadline calendaring
- Discovery orchestration
- Medical records pipeline
- Document indexing
Communications
- Client status engine
- Opposing-counsel correspondence
- Internal handoffs
- Refund-risk alerts
Knowledge & Search
- Firm-wide case search
- Opposing-counsel intel
- Precedent retrieval
- Trial-prep packages
How we think about it
AI is infrastructure, not a replacement for your attorneys. Repetitive work goes to the system. Judgment, strategy, and any communication that touches a client passes through a human — every time.
What we actually build
Production systems, not chatbots.
Each system is scoped to the workflow it replaces and the system it integrates with. Built in your environment, owned by you.
- 01
AI Intake Qualification
Webform + phone intake routes itself: qualification questions, statute-of-limitations flag, conflict check, signed engagement letter. The matter is open before counsel sees it.
- 02
Litigation Timeline Automation
Pulls deadlines from filed pleadings into the case management calendar. Sends the lawyer a Monday-morning packet of the week's exposure.
- 03
Medical Records Pipeline
Records request → tracking → arrival → OCR → structured chronology. The records hit the file as a timeline, not a stack of PDFs.
- 04
Client Status Engine
Pulls case state from the CMS, drafts a status update in the firm's voice, queues it for paralegal approval. Clients hear from the firm on a cadence, not when they call.
- 05
Firm Knowledge Assistant
Search across past matters, briefs, settlement values, opposing counsel notes. Senior associates leave; their work stays searchable.
- 06
Discovery Workflow Orchestration
Document review queueing, privilege-log drafting, deposition-prep summaries. Coordinates the work; doesn't make the calls.
Fits the stack you already run
No rip-and-replace.
We build on top of your existing tools. If yours isn't listed, it still probably has an API or an export — the Blueprint identifies the integration path before any code is written.
Case Management
- Clio
- MyCase
- PracticePanther
- Filevine
- Smokeball
- Litify
Communications
- Gmail / Workspace
- Outlook
- RingCentral
- Twilio
- DocuSign
- PandaDoc
Documents & Storage
- Google Drive
- OneDrive
- Dropbox
- Box
- iManage
- NetDocuments
Workflow & Data
- Zapier
- Make
- n8n
- Airtable
- Notion
- internal CRM
Questions, answered
The questions we hear most on the first call.
How long until the first system is in production?
Most firms see a first system live inside the first month after the blueprint signs off. Subsequent modules ship in 4–8 week cycles.
What about confidentiality and privilege?
Every system runs against your data in your environment. No client data leaves the firm. Models are configured to refuse to summarise across-matter unless explicitly authorised.
We use [obscure case management software] — does that disqualify us?
Probably not. Most CMS platforms expose an API, an export, or both. If integration is genuinely impossible, the Blueprint surfaces that before any code is written.
Will AI write legal documents?
We deliberately don't build systems that file or send anything without human sign-off on the language. AI drafts; a lawyer signs.
Same approach, different language
The shape rhymes across industries.
Get started
The first call is free. The first conversation matters.
You'll talk to Sam directly. We'll map the highest-leverage workflow in your business — no preamble, no slide deck.
Path A
Book a 30-minute discovery call
Pick a time that works. We'll use the 30 minutes to map the highest-leverage workflow in your business.
Path B
Send a message
Prefer async? Describe what you're working on and we'll respond within one business day.