Legal Services
The first firm to answer is the firm they retain.
Less admin. More billable hours.
Without it: partner hours go to intake forms and file notes, and the work that actually bills waits until evening.
Where the hours actually go.
Law firms and solo practitioners lose revenue to non-billable overhead — intake, scheduling, document prep, billing follow-up, and deadline tracking. The work that doesn't require a JD shouldn't consume the time of someone who has one. We automate that work.
What we take off your plate
Client intake automation: qualification, scheduling, and document collection
Document drafting and template population from intake data
Deadline and calendar management with automated alerts
Billing, invoice generation, and collections follow-up
Client status communication and matter update automation
New business and referral tracking workflows
Go deeper
AI Intake for Law Firms
The phone and the calendar. Not the file.
We answer every enquiry, screen it against your practice areas, book the consult, and chase the ones that went quiet. We do not open the matter file — conflicts, documents, billing narratives and anything reading as advice stay with your attorneys, which keeps privileged material inside the firm where it belongs.
What runs on its own — and what never does
Front office only
Runs on its own
4- Phone answering & lead screening, 24/7
- After-hours and overflow call capture
- Consultation scheduling against real availability
- Follow-up on enquiries that went quiet
The phone and the calendar, nothing else
Stays inside your firm
6- Conflict search and clearance
- Client documents & intake files
- Engagement letters & retainers
- Time capture & billing narratives
- Matter strategy & status
- Legal advice and fee disputes
Your attorneys, your practice management system
We answer and we book. We never open the file — conflicts, documents, billing and anything reading as advice stay with your attorneys. The intake agent screens and schedules; it does not give legal advice.
AI for Law Firms
What this looks like across litigation, family law, and transactional practice
AI use among legal professionals has already reached 69%¹ — the gap now is less about adoption and more about which firms have built real workflow automation versus which are using it ad hoc, case by case.
Personal Injury & Litigation
Case value often hinges on medical record retrieval and treatment-timeline tracking — work that's high-volume, deadline-driven, and rarely billable. The system requests, organizes, and flags gaps in records automatically, and tracks statute-of-limitations and discovery deadlines without a paralegal maintaining a separate spreadsheet.
Family Law
Intake here is emotionally sensitive and document-heavy at the same time — financial disclosures, custody schedules, correspondence logs. Automated intake collects and organizes what the case actually needs before the first meeting, so attorney time goes to the client, not the paperwork.
Business & Transactional
Contract drafting, redlines, and closing checklists are repetitive by nature but still require accuracy. The system populates templates from intake and deal data and tracks outstanding signatures and conditions, flagging what's still open before a closing date slips.
Questions we get every time.
What does it cost?
We do not publish a price, because the honest one depends on what we find. It starts with a scoping call on your real workflows — what you run, where the time goes, and which single automation is worth the most to you. You get a defined deliverable and a fixed price out of that, and you approve the scope before anything gets built.
Do I have to replace Clio, MyCase, or PracticePanther?
No — it runs on top of the practice management system you already use, reading and writing to it instead of replacing it.
Does this touch legal judgment or case strategy?
No. It handles intake, document assembly, scheduling, and billing follow-up — the work around the case, not the practice of law itself.
Is this realistic for a small or solo firm, not just a large one?
Yes — the build is fixed-scope regardless of firm size (see how we work), and the highest-leverage use cases are usually the ones eating the most partner or paralegal time, which is often more acute at smaller firms.
What about confidentiality and privilege?
Every engagement is scoped around your existing data-handling requirements before anything is built — this isn't a generic AI tool pointed at client files without controls.
Sources
- 1.8am, "2026 Legal Industry Report"
Related reading
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Tell us what's slipping. We'll tell you what to build.
A short call on your actual operation — no deck, no discovery phase, no obligation.