Small and mid-size firms lose real revenue to slow after-hours response, manual intake data entry, and matter details that live in someone's head. We fix that — with AI workflows built for how your firm actually works, and designed around the confidentiality standards you're already held to.
Most firm owners we talk to already suspect they're losing business to slow intake. What they don't realize is how much — and where.
These are the workflows we implement most often for small and mid-size firms. Each is scoped as a fixed-price engagement — no hourly billing, no scope creep.
Inquiries from any channel — email, web form, phone transcription — are read, tagged, conflict-checked, and drafted into a response that waits for your approval.
Contracts, discovery, and case files get summarized with citations back to the source. Your attorneys read the summary and jump to the paragraph that matters.
New matters get created in your practice management system with the right fields populated, calendar holds placed, and welcome packets sent — automatically.
AI reads incoming documents for dates, deadlines, and commitments, then puts them on the right calendars with the right reminders and the right people notified.
The reason most firm owners hesitate on AI is the same reason we started this practice: the stakes for getting it wrong are real. Here's how we think about it on every engagement.
Client data lives in systems your firm already controls. We don't move confidential information into new vendors without a documented reason and appropriate agreements in place.
Nothing client-facing goes out without a person reviewing it. AI drafts; your team decides. The workflow is designed around that boundary.
We document every workflow we build so your firm can maintain, modify, or migrate it independently. No lock-in, no proprietary black boxes.
Every engagement starts with an AI Opportunity Audit — a fixed-price assessment where we map your current workflow, identify where AI helps and where it doesn't, and give you a written recommendation. Sometimes the honest answer is "don't automate this yet." We'll tell you that.
If it makes sense to move forward, we scope a Workflow Implementation — a defined deliverable at a defined price, typically live within two to four weeks. After launch, most firms move to a Monthly Retainer for ongoing refinement and additional workflows as the practice grows.
We also offer a Half-Day Workshop for firms that want to build AI literacy across the team before committing to implementation.
It can be — with the right architecture. We build workflows that keep PII inside systems your firm already controls, route confidential data only through vetted providers with appropriate data handling agreements, and add human-in-the-loop review before anything client-facing goes out. Compliance isn't an afterthought; it's the design constraint.
No. It removes the repetitive, after-hours, error-prone parts of their work — transcribing emails into your CRM, chasing calendar holds, drafting the first version of routine responses — so your people spend their time on judgment, relationships, and matter strategy. Most firms find their staff can handle meaningfully more work without burning out.
A typical intake automation goes live in two to four weeks from kickoff, depending on how many systems it touches. We start with an AI Opportunity Audit — a fixed-price engagement that maps your current workflow and identifies what's worth automating before any implementation begins.
No. We build on the tools you already use — Clio, MyCase, PracticePanther, whatever your practice management system is — and we document the workflow so you own it. If you ever want to change vendors or bring the work in-house, nothing about our engagement prevents that.
Every engagement is fixed-price and scoped up front. The AI Opportunity Audit is our starting point — a defined deliverable at a defined price, with no obligation to move forward. Workflow implementations and monthly retainers are priced by scope, not hourly, so you know what you're spending before you commit.
Thirty minutes on a call, no pitch. We'll walk through your current intake process and tell you honestly whether AI is worth the investment for your practice right now.
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