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Three requests from a normal Monday morning

Pick one from the inbox to see what the agent prepares before anyone on your team touches it.

Service inbox 3 waiting

Our supplier Halvorsen Supply shipped the wrong valves for a school job and now refuses a credit. About $38,000. Can someone call me this week?

Prepared by the agent

  1. Practice area: commercial contract dispute
  2. Conflict search run on 2 companies and 3 owners
  3. Hit: Halvorsen Supply, former client in a closed 2023 matter, sent to an attorney
  4. Reply drafted, consult held until the hit is cleared
Today
Inquiries arrive by phone and through the web form. Someone reads each one, keys the parties into the practice management system, runs the conflict search and chases a lawyer to clear it.
With the agent
Reads each inquiry, extracts the parties and facts, runs the conflict search, ranks the hits and drafts the reply and intake memo for your intake team to approve.
More on client intake and conflict checks

Examples use invented names and figures.

The line we keep

A lawyer reviews and signs the legal work.

Every agent we build for a law firm prepares work for a lawyer. A lawyer approves substantive work before it is released, and intake staff release only administrative messages from templates a lawyer approved. The agent never files or serves anything, and every draft shows the page or Bates number it came from so the review goes quickly.

A citation makes a draft easier to check. It does not make the draft right, and no software can guarantee privilege or error-free output. We test permissions before go-live by asking the same questions as an authorized lawyer and as someone behind an ethical wall, then checking the search results, generated answers, citations and attachments each one sees. A shared service account with broad access never passes that access through to everyone using the agent.

ABA Formal Opinion 512 and Texas Opinion 705 set the duties that apply, from competence and confidentiality to supervision and reasonable fees. The agent runs in your Microsoft 365 or cloud tenant under enterprise terms, with a log of what it read and wrote. Before go-live we confirm the model provider's terms bar training on your data.

How we engage

Every engagement starts with one scoped workflow and a written definition of done. Commercial terms are set in the statement of work.

ModelWhat it covers
AdvisoryStrategy, roadmap and readiness for an AI program.
BuildOne scoped workflow at a time, with acceptance criteria agreed in writing before the build starts.
RunManaged operations after launch, measured against those criteria.
Outcome-linked termsCommercial terms can be tied to the acceptance criteria you sign.

How we engage

Start with one workflow

Tell us where your team loses time. We reply within 4 business hours.

Start with one workflow

We scope one workflow with you, such as intake or medical chronologies, agree the acceptance criteria in writing and build it in your own environment on redacted or synthetic samples.

  • We scope one workflow with you and agree the acceptance criteria in writing before the build starts.
  • We build it in your environment, and your team tries it and tells us what is wrong.
  • It goes live once every criterion passes, and we can run it for you after that.

Talk to our team

Or book 15 minutes with Mahesh.

15 minutes with Mahesh. He will ask about which job takes the most staff time each week and which practice management and document systems your firm runs. You leave with a rough hours estimate and a straight answer on whether a first project makes sense. No pitch deck.

Questions law firms ask

Which job should a law firm start with?

Start with the job your team repeats every week from documents you already hold. For an injury practice that may be medical chronologies, and for a litigation group, written discovery. Intake applies to every firm. Scoping counts the staff hours on each candidate and ranks them before anything is built.

Can it review contracts against our playbook?

Yes. For a business or real estate practice, first-pass review of one contract family against a current playbook is a good first project. The agent compares each clause with your approved position and builds the issue table with the clause text and its location. Missing provisions are reported as not found, with the search that was run, and a lawyer checks every material issue.

Which systems do you work with?

We scope builds around the systems your firm already runs, such as Clio, MyCase, PracticePanther, Filevine or Smokeball for matters and iManage, NetDocuments or SharePoint for documents. The agent reads from those systems with their permissions and does not migrate your files. Scoping confirms the connection path before the build starts.

How does an engagement start?

We scope one workflow with you, agree the acceptance criteria in writing and build it in your own environment on redacted or synthetic samples. Running it after launch is optional. Commercial terms are set in the statement of work.

We bill by the hour. Does saving time cost us revenue?

It can. Opinion 512 and Texas Opinion 705 both say hourly clients pay for the time actually spent, so time saved on an hourly matter cannot be billed. The gain is easier to capture on contingency and flat-fee work. On hourly work it shows up as capacity, which pays off only if the team takes on more matters or the firm lowers its costs. We count the hours, and you decide where they go.

Book 15 minutes