We Build AI Systems Exclusively for Law Firms. No Other Industry. No Exceptions.
AI You Unlock is a Dallas-based AI automation firm. We design, build, and deploy custom automation systems for U.S. law firms — from core platform optimization to enterprise-level AI that works alongside your attorneys.
Built by Someone Who's Seen What Broken Operations Cost
My career started in enterprise financial services. Working inside a large organization taught me one thing clearly: the firms that win aren't always the most talented — they're the most operationally efficient. The ones that build systems so their best people can do their best work.
I brought that lens to AI automation consulting, and when I started looking at law firms, I saw the same pattern everywhere. Talented attorneys buried in administrative work. Intake processes that dropped leads. Platforms like Clio and Filevine sitting at 20% capacity. Staff spending hours on tasks that software should handle.
AI You Unlock exists because law firms deserve the same operational intelligence that enterprise companies pay millions for — built custom, deployed properly, and actually working on day one.
Book a Free Strategy CallWe Don't Work With Every Industry. Here's Why That Makes Us Better for Yours.
Every automation system we build draws on deep knowledge of legal operations, legal software, and how law firms actually run. That specificity is the advantage.
We Know the Software You Use
Clio, Filevine, GoHighLevel, LawPay, Gavel, Google Workspace — we've built inside these platforms extensively. We don't spend your budget figuring out the tools. We build.
We Understand Legal Intake
Legal intake is not like retail or healthcare intake. Practice area routing, conflict checks, retainer triggers, case scoring — we build these correctly because we've done it before.
We Don't Sell Generic Systems
Every system is architected for your firm's workflows, staff structure, and existing platforms. Nothing is copy-pasted from a previous client. Nothing ships until it's tested against your real data.
We're Automation Architects — Not Vendors
We're not selling you a subscription. We build the system, hand it off fully operational, train your staff, and support it. Your firm owns the output — no ongoing platform lock-in.
What We Know and What We Build With
Every engagement is backed by hands-on experience with the platforms, AI systems, and automation tools your firm depends on.
Legal Platform Expertise
Hands-on configuration and automation experience with Clio Manage, Clio Grow, Filevine, GoHighLevel, and Lawmatics — the platforms most U.S. law firms run on.
Claude AI & Prompt Architecture
Advanced AI systems built on Claude — trained specifically on legal documents, intake workflows, demand letter structures, and case file summarization.
Workflow Automation Engineering
End-to-end automation architecture using n8n, Make, and Zapier — connecting legal platforms, document systems, CRMs, and AI pipelines into unified workflows.
RAG & Knowledge Base Systems
Custom retrieval-augmented generation systems that turn your firm's own documents, briefs, and case law into a searchable AI legal assistant — built on LlamaIndex and Pinecone.
Legal Operations Strategy
Workflow mapping, bottleneck analysis, and automation architecture design for law firms — from 2-attorney practices to multi-office litigation firms.
Enterprise Operations Background
Background in enterprise financial services operations — bringing the discipline of large-scale process design to firms that need systems built to last.
What Working With AI You Unlock Actually Looks Like
We start with your workflows, not our templates
Every engagement begins with a discovery session where we map your firm's existing processes — not to sell you something, but to understand where the real leverage is. We don't build until we know exactly what problem we're solving.
You see the architecture before a single line is built
After discovery, you receive a full system diagram showing exactly what gets built, what connects to what, and what the output looks like. You approve the architecture before we begin. No surprises at delivery.
We test against your real data — not demos
Every automation is validated against your actual intake forms, case types, and firm data. What you see in testing is what runs in production. We don't hand off systems we haven't confirmed work end-to-end.
We don't disappear at go-live
Every engagement includes staff training, written documentation, and 30 days of post-launch support. Your team understands how everything works before we close the project. We're reachable after go-live for questions, adjustments, and optimizations.
Ready to See What a Custom System Would Look Like for Your Firm?
Book a free 30-minute strategy call. We'll review your current workflows, identify your highest-leverage automation opportunity, and walk you through exactly what we'd build — no pitch, no pressure.
Book a Free Strategy Call →Meet the Team
We design and implement secure, structured automations that support legal operations —built around your workflows, tools, and team adoption.
We're not a law firm; we support your operations.
Experienced Professionals Behind Every Strategy
OUR LEADERSHIP & ADVISORY TEAM
Founder & CEO
Monica Armas
Leads strategy and client delivery—setting engagement standards, ensuring secure execution, and driving measurable operational outcomes.
Strategic engagement leadership and oversight
Client relationships, alignment, and guidance
Delivery standards, quality, and KPI impact
Head of Technical & Project Delivery
Ronnie Pena
Owns technical architecture and end-to-end execution—from audit findings to build, QA, deployment, and documentation.
System architecture and technical oversight
Project planning, milestones, and delivery QA
Security controls, access management, and governance
Head of Marketing & Client Success
Melissa Garza
Oversees positioning, onboarding, and long-term success—ensuring clients achieve adoption, KPI improvements, and ongoing ROI.
Client onboarding and success playbooks
Messaging, website, and growth initiatives
KPI tracking and post-launch support coordination
Senior Automation Specialist
Mark Hermanovszky
Leads automation design and implementation across complex legal workflows—intake, case ops, client comms, and reporting—ensuring reliability, security, and maintainability.
Workflow architecture (branching, SLAs, error handling)
Integration build + QA (Make/Zapier/n8n, webhooks, APIs)
Performance tuning (rate limits, retries, logging/monitoring)
Documentation and handoff (SOPs, training notes)
Founder & CEO
Monica Armas
Leads strategy and client delivery—setting engagement standards, ensuring secure execution, and driving measurable operational outcomes.
Strategic engagement leadership and oversight
Client relationships, alignment, and guidance
Delivery standards, quality, and KPI impact
Head of Technical & Project Delivery
Ronnie Pena
Owns technical architecture and end-to-end execution—from audit findings to build, QA, deployment, and documentation.
System architecture and technical oversight
Project planning, milestones, and delivery QA
Security controls, access management, and governance
Head of Marketing & Client Success
Melissa Garza
Oversees positioning, onboarding, and long-term success—ensuring clients achieve adoption, KPI improvements, and ongoing ROI.
Client onboarding and success playbooks
Messaging, website, and growth initiatives
KPI tracking and post-launch support coordination
Senior Automation Specialist
Mark Hermanovszky
Leads automation design and implementation across complex legal workflows—intake, case ops, client comms, and reporting—ensuring reliability, security, and maintainability.
Workflow architecture (branching, SLAs, error handling)
Integration build + QA (Make/Zapier/n8n, webhooks, APIs)
Performance tuning (rate limits, retries, logging/monitoring)
Documentation and handoff (SOPs, training notes)
Legal Systems & Tools Specialist
John Barcena
Owns platform configuration and integrations for legal tech stacks—Clio, Filevine, Lawmatics—plus GoHighLevel, Google Workspace, and automation tooling.
Configure/maintain Clio/Filevine/Lawmatics pipelines and data mapping
Standardize fields, statuses, tags, and automation triggers
Ensure clean data flow between CRM/case mgmt and intake/messaging systems
Manage templates, permissions, audits, and best-practice setup
Tech Operation Support Specialist
Rodsam Dave Cardosa
Operations Support Specialist
Supports technical operations across client accounts—managing marketing automations, troubleshooting issues, and providing day-to-day implementation support.
Marketing automation setup and maintenance
Technical support and issue resolution
Operational coordination and implementation support
Creative Operation Support Specialist
Jezriah Ligarte
Supports client operations through creative execution and administrative coordination—managing campaign copy, internal office tasks, and billing support to keep delivery consistent.
Creative assets and campaign writing
Billing coordination and office administration
Client support and execution follow-through
Unlock what your firm is capable of.
Secure AI automation systems built specifically for small and midsize law firms.
