Intake to retainer,
without tripping a bar review.
Solo practitioners, boutiques, mid-market firms. We build the intake → qualification → matter-opening → nurture system that respects every state bar's advertising rules, and the AI workflows that take routine drafting off your associates' desk.
The specific things legal / law firm operators tell us they wish were already fixed.
Intake is the bottleneck
Your firm gets the leads, but qualification is a junior staffer with a clipboard. We deploy AI intake that pre-screens, runs conflict checks, and routes only the qualified matters to attorneys.
Marketing copy lives in fear of the bar
Every ad needs partner review. We build asset systems with state-by-state disclaimer logic baked in — change a jurisdiction, the copy adjusts automatically.
Drafting eats hours associates should be using elsewhere
Engagement letters, demand letters, discovery responses, contract first-drafts — AI-assisted templates inside your practice management software with the firm's exact voice.
Referral relationships that don't compound
You get referrals but never track them. We build the partner network with tracked introductions, automated check-ins, and revenue attribution that actually works.
Which of our solutions move your number first.
We've already worked inside your tools.
Most law firms run on a small set of practice-management platforms. We've built inside the major ones and know the integration patterns each supports.
The same ad can be fine in Texas and disbarrable in Florida. We code the difference into the system.
Most firms write one ad, fight one round of partner review, and hope the bar agrees in every state they market in. We build jurisdiction-aware content systems where the disclaimer, the testimonial rules, and the solicitation guards adjust per state — automatically.
Summary view, not legal advice. Your ethics counsel reviews every deliverable. We bring the framework; they bring the final word.
Custom software, built for your workflow.
Practice management software is the operating layer. The strategic tools — the ones that compound your firm's edge — live in custom builds. We've scoped these for solo to mid-market firms.
AI-screened intake with conflict-check baked in
Web form or phone intake that captures matter facts, runs your conflict check, scores qualification, and only books consultations on attorneys' calendars for green-lit matters.
Jurisdiction-aware ad + landing page system
Each campaign component knows the state it's targeting and renders the correct disclaimers, retention markers, and specialist-claim guards on render.
Drafting copilot trained on your firm's voice
Engagement letters, demand letters, discovery responses, NDA first drafts — generated in your firm's house style and integrated into your PM software.
Referral network operating system
Track who refers what to whom, automated check-ins, attribution back to revenue, and disclosure compliance for fee-sharing where permitted.
IOLTA & trust accounting reconciliation tool
Three-way reconciliation between client ledger, trust ledger, and bank — automated daily flags for missing matters or out-of-balance accounts.
Matter profitability dashboard
Real WIP vs. budget vs. realized, by matter type and originating attorney. Highlights write-offs and bottleneck attorneys before they become a partnership conversation.
Built knowing what your compliance team will ask.
Rule 7.1–7.5 family compliance per jurisdiction. Disclaimers + content gates that respect each state.
Intake flows that run conflict checks before consultation booking, not after.
Workflow design that keeps client trust funds separate and properly tracked.
AI deployments that never leak privileged communications outside your boundary.
No-cold-contact rules respected in nurture sequences. Opt-in carefully managed.
Communication archival aligned to your state bar's retention requirements.
Things legal / law firm operators ask first.
Will state bar compliance approve this?
Your ethics counsel reviews every deliverable. We've shipped under California, New York, Texas, Florida, and Illinois bar rules. Patterns translate; specifics get reviewed.
Can you train AI on our work product?
Yes, in a private environment that never leaves your firm's boundary. We use closed-loop fine-tuning so your AI sounds like your firm, not a generic LLM.
Do you replace our paralegals?
We multiply them. The best results we see are paralegals operating at 3x throughput because routine drafting and intake screening are AI-assisted.
What if our practice management software doesn't have an API?
Most do. For the ones that don't, we build an integration layer using the same approaches used in legal-tech middleware. We've done this.