Established firms with multiple attorneys, where the administrative work surrounding every matter creates most of the coordination burden.
Intake, conflict checks, matter opening, billing, and document handling surround every matter. Most of it is administrative, and most of it still depends on someone remembering the next step.
Access, permissions, where automations run, how AI is used, human review, and data retention are covered directly on the trust page. We don’t claim certifications we don’t hold. Read it before any engagement.
No. We diagnose the operation and build the system. Documentation and access stay with the firm.
AI is used only where it earns the responsibility, with human review anywhere judgment, risk, or client communication is involved.
We describe exactly what we do and don’t control on the trust page, in plain language, without claiming certifications we don’t hold.
Builds are phased around live matters. We map how the firm actually works before changing anything.
Bring the process that is costing you the most time. We’ll tell you whether it looks like a systems problem, a process problem, or something you should not automate.
If we're not the right fix, we'll say so on the call and point you somewhere better.