Reclaim billable time, capture firm knowledge, and ship better client work — without trading your judgment for someone else's platform.
Law firms, accounting practices, and advisory firms are document factories with judgment layered on top. The judgment is the value. The document handling is the tax. We help operators-in-charge — managing partners, COOs, ops leads — deploy AI where it pays for itself first: intake, review, drafting, and turning the firm's own work product into a knowledge layer the whole team can query.
Inbound forms, calls, and emails summarized into structured intake records with conflict checks and recommended next steps.
First-pass review of contracts, financials, due diligence sets, and discovery — with issues flagged and a senior reviewer in the loop.
Memo, engagement letter, and routine deliverable drafts produced from your templates and prior work product, not the generic internet.
Past matters, memos, and research surfaced on demand. New associates and lateral hires productive in weeks, not quarters.
AI drafts time entries from calendar, email, and document activity. Partners approve. Realization goes up.
Status updates, follow-ups, and routine client questions handled with partner review before anything goes out.
Anything that touches documents, client intake, or knowledge that lives in one partner's head. Document review, intake summarization, drafting first-pass deliverables, and turning the firm's accumulated work product into a queryable knowledge base are usually the highest-ROI starts.
Yes, when implemented correctly. We use enterprise AI APIs with zero-retention configurations, keep data in systems you control, scope access per matter or engagement, and log every AI action. We never use your client data to train foundation models.
In practice, it shifts where the hours go. The repetitive, low-margin work — first-pass review, summarization, data entry — gets cheaper and faster, and partner and senior time gets reallocated to the work clients actually want them on. Most of our clients see realization improve, not collapse.
Yes. Common integrations include Clio, MyCase, Practice Panther, NetDocuments, iManage, SharePoint, Salesforce, HubSpot, QuickBooks, and the email and document platforms your team already uses.
30 minutes with someone who has shipped this in your industry. You leave with a candidate workflow, scoped and prioritized.