Intake Triage
Reads the new-matter form and the conflicts database, then drafts a take / decline / refer brief with the conflict result, the limitations date, and a value range against your own closed matters.
01Designed, not yet running
AI agents for law firms
The billable hour is not where your day goes.
Intake triage, docket math, document assembly, and chasing clients for signatures eat the hours you cannot bill. A fleet reads the matter management system you already pay for and has all of it drafted before you open the office.
Solo practices, small firms, managing partners
The architecture is specced and the guardrails are set, but no named account is running it yet. We say so rather than imply otherwise.
Where the day goes now
A referral comes in at 4pm Friday. Someone has to decide whether to take it, which means pulling conflicts, checking the statute, and guessing at value. It waits until Monday. Two of the four deadlines that moved this week moved because a filing date shifted, and nobody recalculated the chain. The engagement letter is the third one this month assembled by hand from a document that already exists.
What it reads
Clio, MyCase, PracticePanther or Smokeball · NetDocuments or a shared drive · your calendaring rules · QuickBooks · the email you already use
Read-only, through credentials you issue and can revoke in a click.The fleet
Six specialists, each with one job and a written cap.
Not one assistant asked to do everything. Six narrow agents that run on a schedule, hand their work to a person, and log what they did. You can read every one of their instructions.
Docket Watch
Recalculates every downstream date the moment a trigger date moves, and flags the chain it changed rather than just the one entry.
Document Factory
Assembles engagement letters, discovery requests and routine motions from your templates and the matter record — filled, not blank, with every inserted value marked for review.
Client Chase
Tracks what you are waiting on from whom, drafts the follow-up in your voice, and stops the moment the thing arrives.
AR Follow-up
Watches aging by matter, drafts the reminder at the interval you set, and escalates to you rather than to the client.
Matter Margin
Shows realisation by matter type and by originating attorney, so declining the wrong work becomes a number instead of a feeling.
06:30, before anyone opens a tab
The Morning Brief
One agent reads everything that changed overnight and says it out loud in under a minute. Items that need a person are named. Nothing in it was decided by the fleet.
Hear the Morning BriefSynthetic voice · invented data
0:00
“Good morning. Four things before your nine o'clock. The Hartwell referral came in Friday afternoon — conflicts came back clean, the limitations date is March fourteenth, and comparable matters you closed ran twelve to eighteen thousand. A take-decline-refer brief is in your inbox. Second: the Okafor trial date moved a week, which shifted five downstream deadlines; the recalculated chain is on your docket for approval. Third: the Bellweather engagement letter is assembled and flagged in four places where I filled a value. And you are still waiting on signatures from two clients — drafts are written, nothing sends until you press send.
Sample script · invented names and figures · Attorneys
What it never does
The same rule our own agents live under at the agency: unattended things hold read-only keys; anything that writes needs a person in the loop, per task.
- Court-facing work stays in assist mode permanently — a person files, always.
- Nothing writes back to the matter record; the fleet reads and drafts.
- Conflicts output is a brief for a lawyer, never a clearance.
- No advice reaches a client without an attorney sending it.
How it is pricedPriced against the avoided hire, not the hour. Discovery is a paid product, so the first engagement pays for itself whether or not you build anything after it.
Same architecture, different nouns
The other nine
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Name the one boring, repeated task.
That is the whole first conversation. We map solo practices, small firms, managing partners, pick the task your people would most like back, and show you what the first agent would do before it does anything.