Take the repetitive work out of running your firm

Takes every new lead from first contact to signed retainer. It runs your standard intake: the survey, the document collection, and the follow-up, across email, text and other channels.

Where your team fits: Your team steps in only when a lead asks for a person or raises a privacy or security question.

When a new client joins the portal, the workflow matches them to their case, records the case number and switches their portal access on. No one has to open the client record and toggle settings by hand.

Where your team fits: Fully automatic. No one on your team touches it.

Handles text conversations with clients and prospects across many cases and case types. It connects to the firm’s texting platform, works out what each person needs and keeps the conversation going until the request is resolved.

Where your team fits: Questions it can’t answer, and any conversation with privacy or security implications, go to your team.

Answers the common questions that flood a firm’s general inbox, like case status updates and general inquiries, over email and text. Every exchange is saved to the client’s record.

Where your team fits: Anything it can’t answer is passed to a person with the conversation attached.

Keeps clients informed as their case moves. At each milestone, it follows your communication plan and reaches out by email, text or phone with the update they should hear.

Where your team fits: Your team can review and approve any message before it goes out.

Checks every document a client uploads against what their case requires. It reads the file, summarizes what’s in it and scores how confident it is that the document proves what it needs to.

Where your team fits: Your team only sees the exceptions the workflow isn’t confident about.

Lets attorneys and paralegals ask questions of long, multi-page documents in a chat. It finds the data points or answers they need and shows where in the document each one came from.

Where your team fits: Started by a person, and every answer includes its source so it’s easy to verify.

Files incoming pleadings and documents in the right place. It matches each one to the right client and case, then saves it to the correct matter location, organized the way your firm organizes it.

Where your team fits: Your team reviews the filing in the case management system.

Reads scheduling orders as they arrive from the courts, applies your firm’s local rules and puts the deadlines and meetings on the right attorneys’ calendars.

Where your team fits: Attorneys review the finished calendar entries.

Handles scheduling for client conferences once opposing counsel is ready. It sends invitations, reconciles calendars with the conference details and reminds clients as the date approaches, so attorneys know when to prep them.

Where your team fits: Your team no longer tracks schedules by hand, and attorneys get what they need to prepare clients.

Given a case theory, it gathers and analyzes the underlying materials, like customer agreements, prior filings and company background, in one pass. It works within the parameters your attorneys set.

Where your team fits: Attorneys supply the case theory and use the research it produces.

When a core system can’t keep up with message volume, some client communications don’t go out. This workflow takes a list of the missed items, delivers each one and updates the client records.

Where your team fits: Your team exports the list, and the workflow does the rest.

Assembles a demand letter from what’s already in the client’s case record, adds external research to validate and position the demand, and creates supporting imagery for the narrative.

Where your team fits: An attorney approves the final document before it goes to opposing counsel.

Runs your content program every week. It researches the market, recommends what to write, drafts articles in multiple languages and publishes to your website with one click or automatically, then reports on search and AI-answer performance.

Where your team fits: Your team approves topics, edits articles, schedules or publishes, and keeps overall control of the program.

Researches the market each week to see which case types competitors are pursuing. It analyzes how their case focus and volume compare and emails stakeholders a summary, along with the ad copy and messaging competitors use.

Where your team fits: Fully automatic. The report simply lands in your stakeholders’ inboxes.