One AI-native platform for everything between the first phone call and the signed retainer — intake, smart routing, conflict checks, a 24/7 receptionist, a secure client portal, and the content that keeps your name in front of the people searching for you. Built for how a law firm actually runs.
From the first question to the signed agreement, every client gets a calm, branded place to see where their matter stands, message your team securely, sign what needs signing, knock out what you need from them, and pay their bill — no portal logins they forget, no phone tag.
New intakes waiting on a response, calls the AI answered overnight, conflict checks that need a partner's eyes, matters that have gone quiet, fees collected this month. The full operation of your firm in a single dashboard, updated live.
Each one solves a piece. None of them talk to each other. A new client's first impression gets stitched together by hand — and the calls that come in after 5pm fall through the cracks.
Designed alongside a working firm. Every screen earns its place — each feature replaces a tool you were paying for, or catches a client you were losing.
A guided, plain-English conversation gathers the facts of a new matter, writes a clean summary for the attorney, and never makes the prospective client feel like they're filling out a form. Works on your website and inside the client app.
A natural-voice phone agent answers your line day and night — service questions, directions, taking a message, booking a consult, and capturing a new matter. The after-hours callers who used to hang up on voicemail become signed clients.
Every new party is screened against your existing client and matter list the moment intake completes. A possible conflict is flagged in the console for a partner to clear — before the consult is ever booked.
The system reads the matter and routes it to the right practice group and the right attorney — estate planning to the estates team, a two-state probate to the partner who handles them — with the summary already attached.
A branded mobile portal where clients see exactly where their matter stands, message your team securely, and get answers — no logins they forget, no phone tag. The calm, modern experience clients now expect.
Engagement letters, authorizations, and intake packets generated, sent, and e-signed in the portal — time-stamped and filed automatically to the matter. No separate DocuSign seat, no chasing PDFs over email.
Practice-area landing pages and a Google Business Profile that keep your firm visible for the searches that matter in your region — “estate attorney near me,” “business lawyer” — without a separate agency retainer.
Asks satisfied clients for a Google review at exactly the right moment, pulls in every new review, and drafts a warm, on-brand reply for your approval. Your reputation compounds without anyone chasing it.
An engine that writes genuinely useful, plain-language articles on the legal questions your clients actually search — published to your site to build authority and feed local search. You approve; it posts.
Turn it on and a new episode and newsletter write and publish themselves on the schedule you set — topics drawn from your practice areas, in two natural voices — with a human-in-the-loop review whenever you want it.
Where matters come from, what each source is worth, response times, conversion from intake to signed client — the numbers a managing partner needs to run the firm like a business, on one live screen.
Every feature shares one database, one identity layer, one design system. New capabilities ship across the platform — not as separate apps you have to integrate, license, and reconcile.
The thing that sold us wasn't a feature. It was watching it answer a call at nine at night, take the matter, run the conflict check, and have it sitting on the right attorney's desk before we got in the next morning.
One flat monthly price for everything your front office runs on — scaled to your firm’s complexity, not a per-seat tax. Start where you are; move up when you grow.
A 15-minute demo with a real, working firm on screen — intake, the receptionist, the client portal, the dashboard. No slide deck, no salesperson script. Just the actual platform.
