Our Services

Everything We Build
Is Custom to Your Firm

No off-the-shelf software. No one-size-fits-all templates. Every system is architected around your firm's specific workflows, tools, and goals — then built, tested, and deployed fully operational.

All pricing is scoped to your firm  ·  All engagements include a workflow audit, staff training, and 30-day support
Core Automation

Platform-Specific Optimization & Native Automation

We maximize what your existing legal platforms already do — Clio, Filevine, GoHighLevel, and more — by building the automations, workflows, and system configurations your team never had time to set up.

Scoped to your firm  ·  2–4 Weeks

Clio Automation & Optimization

Get 10x more out of Clio without adding a single new tool

Native workflow automation inside Clio Manage and Clio Grow. Automated task creation, document template triggers, intake pipeline automation, billing reminders, and calendar deadline automation — all built natively without third-party tools.

Delivery: 2–4 weeks from kickoff
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Scoped to your firm  ·  3–5 Weeks

Filevine Automation & Optimization

Most firms use less than 30% of Filevine. We unlock the rest.

Custom phase configuration, task automation rules, document generation triggers, intake routing, and automated deadline tracking tied to statute of limitations. We configure Filevine to work exactly how your firm operates.

Delivery: 3–5 weeks from kickoff
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Scoped to your firm  ·  2–4 Weeks

GoHighLevel Legal Automation

Turn GHL into a 24/7 lead capture and client nurture machine

Automated SMS + email follow-up when a lead submits an intake form. Pipeline triggers, appointment booking automation, lead scoring by case type, no-show re-engagement — responding to leads in under 60 seconds.

Delivery: 2–4 weeks from kickoff
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Scoped to your firm  ·  2–3 Weeks

Multi-Platform Workflow Integration

Your firm uses multiple platforms. We make them all work together.

Connecting Clio, Filevine, GoHighLevel, Google Workspace, and e-signature tools using native integrations and no-code automation. New client onboarding, matter creation, document sync — all without manual data entry.

Delivery: 2–3 weeks from kickoff
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Advanced AI Systems

Custom AI Built to Think Alongside Your Attorneys

These are not off-the-shelf tools. These are custom AI systems designed around your firm's cases, documents, workflows, and goals — powered by Claude AI and built to evaluate, draft, and act.

Custom Scope

AI Intake Evaluation Engine

Stop evaluating cases manually. AI scores every intake before the first call.

Client submits intake → AI evaluates facts → Case scored on strength, liability, and estimated damages → Structured attorney summary delivered instantly.

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Custom Scope

AI Document Intelligence System

Hours of document review automated. Summaries in minutes.

Deposition summaries, medical record analysis, contract review, discovery processing — AI extracts key facts and generates structured summaries saved directly to your case file.

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Custom Scope

AI Demand Letter System

First draft demand letter generated in under 10 minutes.

Accident reports + medical records + damages data → Claude → formatted demand letter with liability argument, damages section, and demand justification. Attorney reviews and sends.

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Custom Scope

AI Case Timeline Generator

Chronological case timelines generated from raw documents automatically.

Feed in emails, medical records, discovery documents, and police reports. AI extracts and organizes events into a sourced, chronological timeline ready for litigation strategy.

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Custom Scope

AI Legal Knowledge Base

Your firm's entire document library — searchable with AI in seconds.

Instead of hunting folders, attorneys ask a question and get an answer sourced from your own case files, prior briefs, statutes, and internal SOPs. Built on RAG architecture with Pinecone and Claude.

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Custom Scope

AI Litigation Intelligence Platform

An AI co-counsel that analyzes every case file and tells attorneys what to do next.

Depositions, discovery, medical records, police reports, pleadings, and prior case law — all analyzed. Outputs: key liability factors, weaknesses, and recommended strategy for each matter.

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Custom Scope

AI Legal Knowledge Operating System

Make your firm's best legal work searchable, reusable, and instantly accessible.

Query your entire library of prior briefs, motions, settlement agreements, and case law. AI surfaces the strongest arguments used in similar cases, with citations and suggested language.

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Custom Scope

AI Case Lifecycle Automation System

Let AI drive every stage of your case — from retainer to resolution.

Client signs retainer → AI evaluates case → Generates case plan → Schedules tasks → Auto-generates documents. Conditional logic triggers the right action at every stage, automatically.

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How We Compare

AI You Unlock vs. The Alternatives

See why law firms choose custom automation over off-the-shelf SaaS and generic agencies.

Capability AI You Unlock Legal SaaS (Clio, Lawmatics) Generic Agency
Built exclusively for law firms
Custom workflows for your firmPartial
Works with your existing softwarePartial
AI document analysis & drafting
No ongoing SaaS subscription
90-day success benchmark
Staff training & documentationPartial
Case intelligence & AI co-counsel

Not Sure Which Tier Is Right for Your Firm?

Book a free 30-minute strategy call. We'll identify your biggest automation opportunity and recommend the right system — no sales pressure, no commitment required.

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Book a Free Strategy Call
30 minutes. No pitch. Just clarity on what AI automation can do for your firm.

Unlock what your firm is capable of.

Secure AI automation systems built specifically for small and midsize law firms.

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