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ECHELON
AI for Law Firms

Reclaim 5–10 billable hours per attorney, every week.

Nearly half of a lawyer's day goes to non-billable admin — intake, deadlines, status updates, billing. Echelon builds the AI systems that handle that work so your team focuses on what they bill for. We build it, run it, and stay on as your operations partner.

Encrypted & audited · ABA 1.6 by design·Clio · MyCase · PracticePanther · Smokeball

The unbilled hours, in one figure

48%

of a typical lawyer's eight-hour day is spent on non-billable administrative work — intake, status updates, deadline tracking, document drafting, and billing.

The math, by the firm

What admin work actually costs your firm.

None of this comes from us. These are the public benchmarks the legal-ops community has been tracking — and that we've seen play out inside every firm we've worked with.

48%

of a lawyer's day spent on non-billable admin work

Industry surveys (legal ops, 2026)

5–10

billable hours per attorney lost to manual workflows each week

PathOpt: Professional Services AI Billable Hours, 2026

$200K+

lost annually per attorney at typical billing rates

Derived: 8 hrs/wk × $400/hr × 50 wks (industry-avg billing rate)

What we'd build for your firm

Six systems we ship into most firms.

These are the systems that consistently free 5–10 billable hours per attorney per week. Your engagement covers as many or as few as your firm actually needs — every build is custom to your practice areas, your tech stack, and how your firm runs.

Recovers

~6 hrs/wk per intake coordinator

Automated client intake

New inquiry comes in — by web form, email, missed call, or referral. Captured, qualified against your ICP, ushered through conflict screening, and ready for the engagement letter before a human touches it.

Action chain

1. Lead capture2. ICP qualification3. Conflict pre-screen4. Engagement letter drafted

Recovers

~3 hrs/wk per attorney

Matter status updates

Clients call to ask 'what's happening on my case?' because nobody's updating them. We draft and send proactive status updates in your firm's voice on the cadence you set — pulled from the matter activity in your practice management system.

Action chain

1. Pull matter activity2. Summarize in your voice3. Send via secure portal4. Log to matter notes

Recovers

~2 hrs/wk per matter

Deadline & task tracking

Court deadlines, statute-of-limitations dates, filing windows, and client commitments tracked automatically. Tiered reminders go to the right person at the right time — not the entire firm cc'd on everything.

Action chain

1. Ingest court rules2. Calculate triggered dates3. Tier reminders 30/14/7/1 day4. Escalate on miss

Recovers

~4 hrs/wk per attorney

Document drafting & review

Routine documents — retainer agreements, demand letters, basic discovery responses, intake forms — generated from your firm's templates. Long discovery PDFs come back with a structured summary in under a minute.

Action chain

1. Pull template2. Apply matter data3. Attorney review4. E-sign + file

Recovers

~5 hrs/wk firm-wide

Billing & invoice cycle

Time entries reviewed for completeness, invoices generated and sent on schedule, payment reminders escalate before things go cold. Trust-account accounting stays separate and clean.

Action chain

1. Review time entries2. Generate invoices3. Send + remind cadence4. Reconcile + trust separation

Recovers

~30 min per new matter

Conflict checks

Conflict screening against your full historical client and adverse-party database — every new inquiry, automatically. The partner sees only the matters that actually need a human conflict call.

Action chain

1. Pull new party data2. Cross-reference DB3. Score conflict risk4. Surface only ambiguous cases

From kickoff to live

90 days, in five phases.

This is the typical shape of a law-firm engagement. Phase 1 usually goes live by week 4 so the firm sees value immediately. Everything else layers in over the sprint.

01

Week 1

Discovery & systems audit

We map your current intake, matter, billing, and deadline workflows. Identify what's eating time and where the firm is leaking money. Confirm integrations.

02

Week 2–4

Build phase 1: intake + matter status

Live: automated intake (web/phone/referral) wired into Clio or MyCase; matter status updates drafting from real activity.

03

Week 5–7

Build phase 2: deadlines + documents

Live: court-rule-aware deadline tracking, tiered alerts, document drafting against your firm's templates.

04

Week 8–11

Build phase 3: billing + conflicts

Live: invoice automation with trust-account separation, full conflict-check ingestion against firm history.

05

Week 12+

Operate + improve

Weekly metrics, monthly review with the partner team, new agents shipped as the firm grows. You own every outcome.

Integrations

We work inside the systems your firm already runs on.

Clio leads the legal practice management market with 250+ documented integrations — we plug straight into your existing stack. If you're on MyCase, PracticePanther, Smokeball, or something custom, we build the connector. No rip-and-replace.

Practice management

ClioMyCasePracticePantherSmokeballRocket Matter

Document + e-sign

NetDocumentsiManageDocuSignPandaDoc

Comms

OutlookGmailMicrosoft TeamsSlackTwilio

Billing + trust

QuickBooksLawPayTrustbooksCosmoLex

Research

WestlawLexisNexisFastcase

Built for legal compliance

Confidentiality, privilege, and bar rules — by design.

The compliance burden is real and we know it. Here's the short version of how we build to it.

Compliance pillar

Attorney-client privilege

Client data is segregated per matter with row-level security. Agents only touch the matters they're explicitly scoped to. Full audit logs.

Compliance pillar

ABA Model Rule 1.6

Confidentiality preserved by design. We don't train shared models on your data. Encryption at rest and in transit, least-privilege access, and full audit logs.

Compliance pillar

State bar advertising rules

Client-facing copy is reviewed by your firm before any campaign goes live. We can route any external communication through partner approval.

Compliance pillar

ESI & discovery readiness

Every agent action is logged with timestamps, prompts, and outputs — discoverable, auditable, and exportable if needed.

A note on bar rules: State bar requirements vary. Anything client-facing is reviewed by your firm before it goes live, and we document our process so it's reviewable if your state bar ever asks. We're not your ethics opinion — we're the operations layer underneath.

FAQ

Questions law firms actually ask.

Direct answers — not marketing.

Can AI handle confidential client information?+
Yes — with the right architecture. We use isolated, per-firm data layers, no shared model training on your content, row-level security per matter, and full audit logs of every agent action. We build to ABA Model Rule 1.6 requirements with encryption, least-privilege access, and full audit logging. Privileged communications never touch shared infrastructure.
Will our state bar allow AI-assisted client communication?+
Most state bars permit AI-assisted communication as long as an attorney reviews material outbound messages and confidentiality is preserved. We design our agents around that — drafts are surfaced for partner review on anything substantive, and the audit log shows exactly what the agent generated and what the attorney approved.
How does this integrate with Clio / MyCase / PracticePanther?+
Direct API integrations. Clio in particular has 250+ documented integrations and a stable API — we plug into matters, contacts, time entries, and document storage. MyCase, PracticePanther, Smokeball, and Rocket Matter all have working integration paths. If you're on something custom, we build the connector.
What about attorney-client privilege?+
Privilege is preserved by design. Agents only operate within the scope you grant them, all communication stays within your secure data layer, and we don't expose privileged material to external services. The agents are tools — privilege protections apply to their use the same way they do to a paralegal using practice management software.
Can the agents be customized to our practice areas?+
Yes — that's the entire premise. A PI firm intake looks nothing like an M&A intake. Every engagement starts with mapping your practice areas, the case shapes you handle, and the workflows that move them. Agents are built from your templates, your voice, your matter taxonomy — not a generic legal SaaS.
How long does setup take?+
90 days from kickoff to a fully operational system in most cases. Phase 1 (intake + matter status) typically goes live in weeks 2–4 so the firm sees value almost immediately. Phases 2 and 3 (deadlines/docs and billing/conflicts) layer in over weeks 5–11. We then stay on as your operations partner.
What about court filing deadlines? Are you really tracking them?+
Yes — but with explicit handoff to a human attorney before any filing action. Our deadline system ingests jurisdictional court rules, calculates triggered dates, tiers reminders at 30/14/7/1 day, and escalates to a named attorney on any miss. We don't file for you; we make sure nothing slips between you and the docket clerk.
Selective engagements · accepting now

Ready to give your attorneys their week back?

Book a 30-minute strategy call. We'll walk through your current intake, deadline, and billing workflows, identify where the billable hours are leaking, and show you exactly what we'd build first.

No commitment·30-minute call·You own every result