Legal Industry
Your Practice. Your Workflow. Not Clio's.
Small and boutique law firms run billing, intake, docs, and client comms across five tools that don't talk. We connect them, automate the busywork, and embed AI so your firm runs the way you actually work.
Legal Practices Run on Disconnected Tools
Your intake system doesn't talk to your billing software. Your documents live in three different places. And every deadline tracked manually is a liability.
Five Tools, No Integration
Intake in one system, billing in another, docs in a third. Nothing syncs and your team re-enters data across all of them.
Generic Practice Software
Paying for enterprise features you don't need while missing the ones you do. One-size-fits-all doesn't fit your practice.
Manual Intake & Follow-Up
Client intake, conflict checks, and follow-ups still run on email and spreadsheets. Leads slip through the cracks.
Missed Deadlines & Billing Gaps
Court dates, statute limits, and billable hours slip through manual tracking. Every missed deadline is a liability.
If this sounds like your firm, we should talk.
Book a 30 minute callBuilt for Firms and Solo Practitioners
Whether you're a boutique firm with a niche practice or a solo attorney wearing every hat, we build software that fits how you actually work.
Small & Boutique Firms
- Unified intake, billing, and matter management
- Automated conflict checks and engagement letters
- Court date and deadline tracking with alerts
- Trust accounting with compliance reporting
Solo Practitioners
- All-in-one practice management without enterprise bloat
- Client portal for self-service document access
- Automated time tracking and invoice generation
- Referral tracking and lead pipeline management
What We Build for Legal
Every tool is custom-built around your practice areas, your workflows, and your clients. No enterprise bloat.
Client Intake & Conflict Check Automation
Automated intake forms with conflict-of-interest screening, engagement letter generation, and client onboarding workflows.
Matter Management & Deadline Tracking
Centralized matter dashboard with court date tracking, statute of limitations alerts, and task assignment.
Document Assembly & Template Generation
Template-driven document generation with merge fields, version control, and automated filing.
Billing, Invoicing & Trust Accounting
Time tracking, invoice generation, and trust/IOLTA accounting with compliance-ready reporting.
Secure Client Portal & File Sharing
Encrypted client portal for document sharing, messaging, case updates, and invoice payments.
Referral Pipeline & Business Development Tracking
Track referral sources, conversion rates, and business development activities across the firm.
Connects to the Tools You Already Use
We integrate with your existing legal stack, including Clio, DocuSign, LawPay, Microsoft 365, and more. No rip-and-replace.
Rather talk it through first?
Free, no commitment. Walk us through how your firm runs matters today and we will tell you what we would build first.
Custom AI & Software That Pays for Itself
The capabilities clients ask for first. Each runs on your own tools and data, grounded in your sources, and you own it outright, not a generic per-seat AI that never sees your stack.
AI Workshops
Want to test the waters first?
Not ready to build? Start with focused AI training. Your team learns to fully leverage Claude, ChatGPT, Gemini, and Microsoft 365 Copilot on your real workflows and the tools you already use.
Every workshop is private to your team. One company per session, never a mixed room.
Explore AI WorkshopsA few things your team could put AI to work on
- Watch the client inbox and draft replies and intake responses for your review
- Auto-fill engagement letters, standard filings, and matter templates
- Reusable skills and artifacts for contract review and clause lookups your team runs again and again
- Connects directly to Gmail, Google Drive, and Office 365
Built around how your firm actually works, not how a SaaS vendor thinks it should.
Get a custom software quote in under 2 minutes, built around how your practice runs today.