⚖️ Automation for Legal & Professional Services
Custom automation for law firms and professional service teams drowning in intake, document review, and status updates.
We design and build the specific automation your team needs — not a generic chatbot bolted onto your website. Built by an engineer, run lean, priced for a small or mid-size business rather than an enterprise vendor contract.
Start here
Tell us about the workflow that’s eating your week
Four fields, 30 seconds. We’ll reply with what we’d actually build — no call required to get that.
Got it — thanks.
We'll read through what you sent and reach out soon with a concrete read on what we'd build.
Where the time goes
What’s probably slowing your team down today
Intake starts with a form nobody reads carefully
New client details arrive by email, phone, or a generic web form, then get manually re-typed into your practice management system before anyone can act on them.
Document review eats associate and paralegal hours
Contracts, discovery documents, and case files get read line by line to pull out dates, parties, and obligations that a first pass could surface automatically.
Clients call because they don't know what's happening
A case sits in a queue for days and the client's only way to find out is to call the front desk, which pulls staff off billable work to answer 'any updates?'
What we’d build
Automation solutions for legal & professional services
AI intake agent
A voice or chat agent that takes new client details the moment they come in, asks the right qualifying questions for your practice area, and drops a structured record straight into your case management system.
Works alongside Clio, MyCase, or whatever you already run — no rip-and-replace.
Document extraction & summary
Upload a contract or discovery file and get key dates, parties, obligations, and flagged clauses pulled out automatically, with the source page cited so a human can verify in seconds instead of re-reading the whole document.
Client status updates on autopilot
When a matter moves to a new stage internally, the client gets a plain-language update automatically — by email or SMS — without anyone stopping to write it.
Conflict and capacity checks before you say yes
A quick automated check against existing matters and current caseload before a new client is accepted, so intake decisions happen with the full picture instead of after the fact.
How it works
From first conversation to running automation
- 1
We map your actual intake and document workflow
A short working session where we watch how a matter really moves through your firm today — not how the org chart says it should.
- 2
We build one workflow first, not six
Pick the single highest-friction step — usually intake or document triage — and we build and test that piece against real (anonymized) examples from your practice.
- 3
You review before anything goes live
Nothing routes to a client or gets filed automatically until you've approved how it behaves on real cases.
- 4
We hand it off with a plain explanation, not a black box
You get documentation of exactly what the automation does and doesn't do, so it's not a mystery system only we can maintain.
We build with attorney-client privilege and data confidentiality as constraints from day one — including where documents are processed and stored — and work within the ethical rules your bar association sets for use of automated tools. We're not your compliance counsel; your firm's ethics obligations remain your firm's to own.
Common questions
Before you reach out
Will this replace our paralegals?
No — it removes the repetitive first pass (re-typing intake forms, skimming for dates) so your paralegals spend their time on judgment calls instead of data entry.
What happens to client data during processing?
We scope data handling and storage location with you before writing a line of code, and default to the tightest option that still lets the workflow function — we'll walk through this explicitly for your jurisdiction.
We already pay for practice management software. Does this replace it?
No — it connects to what you already use. The goal is removing manual steps around your existing system, not migrating you to a new one.
How long before something is actually working?
We scope a first working version around a single workflow rather than the whole firm at once, so you see something real early instead of waiting on a big-bang rollout.
Ready to see it built, not just described?
Tell us the one workflow you’d cut first. We’ll respond with a concrete build outline, not a sales deck.