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 add AI where it earns its keep.
Legal Practices Run on Disconnected Tools
Intake doesn't talk to billing. Documents live in three places. And every deadline tracked by hand 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.
Built for Firms and Solo Practitioners
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
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
Clio, DocuSign, LawPay, Microsoft 365, and more. No rip-and-replace.
Solutions
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.
Want to test the waters first?
Not ready to build? Start with focused AI training. Your team learns to get real work out of Claude, ChatGPT, Gemini, and Microsoft 365 Copilot, on your workflows and the tools you already use.
Every workshop is private to your team. One company per session, never a mixed room.
- Live private workshop
- Recorded webinar sessions
- Interactive online course
A 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
What every workshop covers
AI Policy Work
Set the rules
Org-Wide Skill Creation
Build the playbook
Token Efficiency
Spend less
AI Safe Use
Train everyone
Materials Provided
Keep it handy
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.
See the strategy before you commit, then build at a fixed price quoted before any code is written.