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 supportNot every firm needs an AI litigation platform. Start where you are. Scale when you're ready.
You're paying for Clio, Filevine, or GoHighLevel — but using a fraction of what they can do. We build the automations, workflows, and integrations your team never had time to set up.
These are not off-the-shelf tools. These are custom AI systems designed around your firm's cases, documents, and workflows — powered by Claude AI and built to reason, evaluate, and act.
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.
Clio Automation & Optimization
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.
Filevine Automation & Optimization
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.
GoHighLevel Legal Automation
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.
Multi-Platform Workflow Integration
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.
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.
Client submits intake → AI evaluates facts → Case scored on strength, liability, and estimated damages → Structured attorney summary delivered instantly.
View Full SystemDeposition summaries, medical record analysis, contract review, discovery processing — AI extracts key facts and generates structured summaries saved directly to your case file.
View Full SystemAccident reports + medical records + damages data → Claude → formatted demand letter with liability argument, damages section, and demand justification. Attorney reviews and sends.
View Full SystemFeed in emails, medical records, discovery documents, and police reports. AI extracts and organizes events into a sourced, chronological timeline ready for litigation strategy.
View Full SystemInstead 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.
View Full SystemDepositions, discovery, medical records, police reports, pleadings, and prior case law — all analyzed. Outputs: key liability factors, weaknesses, and recommended strategy for each matter.
View Full SystemQuery 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.
View Full SystemClient signs retainer → AI evaluates case → Generates case plan → Schedules tasks → Auto-generates documents. Conditional logic triggers the right action at every stage, automatically.
View Full SystemSee 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 firm | ✓ | ✗ | Partial |
| Works with your existing software | ✓ | ✗ | Partial |
| AI document analysis & drafting | ✓ | ✗ | ✗ |
| No ongoing SaaS subscription | ✓ | ✗ | ✓ |
| 90-day success benchmark | ✓ | ✗ | ✗ |
| Staff training & documentation | ✓ | ✗ | Partial |
| Case intelligence & AI co-counsel | ✓ | ✗ | ✗ |
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.