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AI for small law firms

Answer every lead and keep every client informed.

In Clio's own study, only 40% of law firms answered a prospective client's call. We automate the operations side: intake, conflict checks, scheduling, document assembly and status updates. Legal judgment stays with you.

What eats the week

  • Calls and web leads that go cold overnight
  • Re-typing intake details into practice software
  • Clients calling to ask "what's happening with my case?"
  • Assembling the same documents from scratch

What we build, in order of payoff

  1. 0124/7 intake by phone and web, with conflict check and consult booking
  2. 02Intake answers turned into engagement letters and drafts
  3. 03Plain-English client status updates for attorney approval
  4. 04Client document collection (records, asset lists, closing docs)
  5. 05Daily deadline digest as a second set of eyes on your docket
  6. 06ABA Opinion 512 and Massachusetts AI governance kit

Legal

Intake-to-Engagement Pack

$6,000setup · $795/mo

  • Front Desk legal intake + conflict check
  • Intake → document assembly → e-sign
  • Client status update loop
  • Governance kit + staff session
  • Trust Layer + 90-day tune-up

Pays for itself with one extra retained matter a quarter.

Start with a free audit

Works with

Clio · MyCase · Smokeball · PracticePanther · LawPay · Microsoft 365

Compliance & safety

Designed around ABA Formal Opinion 512 and Massachusetts guidance on AI. An attorney approves anything sent to a client, and we never automate legal advice.

The building blocks

Agents that fit legal offices best

  • Flagship

    Office Brain

    Your operations manual, written and answerable.

    A private assistant trained on your procedures, handbook, carrier guides and past work. It answers staff questions with the source attached. We interview your senior people and turn what they know into written procedures.

    • "What do we do when a client gets a CP2000?"
    • "Which carriers write vacant dwellings?"
    • New hires productive in days, not months

    from $2,500 + $249/mo

    Every office

  • Ops Pulse

    Know what's slipping before it slips.

    Scheduled agents that watch your systems and flag only what needs attention: deadlines, renewals, overdue invoices, open work orders, late POs. They're rolled into one morning brief and one Monday summary for the team.

    • Renewals 120/90/60 days out
    • Month-end close exceptions from QuickBooks
    • Daily docket and deadline digest

    from $1,500 per loop

    Every office

  • Trust & Enablement

    AI your whole team uses, safely.

    An AI use policy, the right account settings, compliance paperwork for your industry, and hands-on training so the whole office uses AI with confidence. This part may qualify for Massachusetts training grants.

    • Copilot or Gemini set up properly
    • WISP addendum and §7216 consent
    • On-site, role-by-role training

    from $1,500

    Every office

Let's look at your legal workflow

15 minutes on a video call, and only if the document chase is the problem. We don't design a custom automation.

Book the free audit See pricing