More matters per attorney, with the staff you have.
Answers from your own matter files on servers you control, each with its source, and client email and engagement letters drafted for your attorneys to approve.
Where your team's hours go.
Answers buried in matter files
Your team asks a question and gets the answer from your own matter files, briefs and templates, with the page it came from, so anyone can check it in a click.
Client email and status questions
Every client email sorted, matched to the matter and drafted for the attorney or paralegal to approve, with every date read from your own docket.
New clients and engagement letters
Every new inquiry written up for an attorney. Once the attorney takes the matter, the engagement letter is drafted for approval, then sent, chased until signed and filed.
Works with the tools you already run.
- Clio
- PracticePanther
- MyCase
- NetDocuments
- iManage
- Actionstep
I connect to each through its own access. Before anything is built, the AI Roadmap checks the job against the rules you work under: attorney-client privilege, ABA Model Rule 1.6 and ABA Formal Opinion 512.
From the work
- 2 callsto find an architecture firm's real problem, then a working demo of private answers from its own files
Find out where your team's hours go.
A short conversation about how your firm handles privileged work today.