Industry
Intake, status, and billing, off the attorneys' desks.
We build into the practice management system your firm already runs, so new matters get answered in seconds, clients hear from the firm on schedule, deadlines are tracked, and invoices are chased, with an attorney approving every consequential step.
The problem
A new client calls at 6pm and gets voicemail. A paralegal spends Monday morning telling clients their matter has not moved. Invoices go out late because nobody had time to build them. The firm bills for the hours the administrative work eats first.
What we install here
Four modules, mapped to how firms run.
Each module has an owner team, an outcome, and hard limits. They connect to each other on one layer, so the second one installs faster than the first.
- 01Inbound ResponseFor your front desk and sales teamEvery call, form, and referral answered in seconds in the firm's voice: conflict screening questions asked, the matter type captured, the consult booked into the attorney's calendar.See the module
- 03Follow-upFor your revenue teamMatter status updates sent at each milestone from real activity, unsigned engagement letters chased, and unpaid invoices worked on schedule with trust accounting kept separate.See the module
- 04Operations and VisibilityFor leadershipOne screen for open matters, deadlines by court rule, work waiting on an attorney, and receivables, read-only on the money.See the module
Also on the layer
Installs on the same connections once the first system is live.
Built into the tools you already run
- Clio
- MyCase
- PracticePanther
- Smokeball
- NetDocuments
- DocuSign
- LawPay
- QuickBooks
- Outlook
- Gmail
- Twilio
How it goes live
Six steps, the same on every install.
We start with how your company runs, not with software. Nothing gets ripped out, and nothing gets migrated.
- 01Map the operationWe sit with the people doing the work and follow leads, quotes, money, and messages through the tools that carry them today.
- 02Set the scope and the priceYou get the outcome, the boundaries, and one set price in writing before anything is built. It moves only if the scope does.
- 03Connect your stackWe build into the CRM, inbox, phone line, and payment tools you already run. The first working build is in your hands within two weeks.
- 04Run in review modeThe system reads real events and prepares real work. Your team approves every result before it goes out, and we make a round of changes every week.
- 05Grant narrow authorityProven, routine actions start running on their own, inside limits, with escalation rules and a full record.
- 06Launch and run itWe take it live, watch it in production, and stay on to run and improve it every month.
Questions
What firms ask first.
Can the system handle confidential client information?
Client data stays in your environment and is segregated per matter. The system reads only the matters it is scoped to, every action is logged, and nothing about your clients is used to train a shared model. We build to your security requirements and document every connection.
Will it send anything an attorney has not seen?
No. It answers intake questions, books consults, drafts status updates from real activity, and chases signatures and invoices. Anything with legal judgment, a fee, or a filing deadline waits for an attorney. The approvals are set in writing before launch.
Does it work with Clio, MyCase, or PracticePanther?
Yes. We build into the practice management system you already run and read and write matters, contacts, time entries, and documents both ways. Nothing gets migrated. If you run something custom, we build the connection and verify it before anything depends on it.
Are court deadlines really tracked?
Deadlines are computed from the court rules you tell us apply and shown to a person with the rule beside the date. The system reminds and escalates; an attorney confirms. It is a second set of eyes on the calendar, not a replacement for one.
What does it cost?
One set price in writing after mapping, changed only by a scope change. Ongoing operation is a separate monthly line, disclosed with the build price. We do not publish fees.
Your first department
Bring the process you still run by hand.
One mapping call. You leave with the system design, the price in writing, and the date it goes live. The first build lands in two weeks.
Case studies
Three installations, and what changed inside them.
Names withheld, every number from a system running in production.
Read the case studies