Client intake
Turn intake calls and forms into structured matter summaries and conflict-check lists.
Home Law offices
Your tech department for small law offices.
Agents that handle your routine work alongside you, even when you take a break. For law offices, that's intake, document review and first drafts. We set them up to work within your office's confidentiality and supervision policies.
Typical work
Document review
Summarize discovery, contracts, leases, and medical records for attorney review.
First drafts
Demand letters, routine correspondence, and standard agreements from your own templates.
Deposition and meeting prep
Chronologies and outlines from the file.
Client updates
Plain-English status emails for attorney approval.
Time entry cleanup
Draft billing narratives from calendar and email activity.
Every output is a draft for attorney review. We measure your results during the Pilot.
Compliance
ABA Formal Opinion 512 (July 2024) addresses lawyers' use of generative AI under the Model Rules: competence (1.1), confidentiality of client information (1.6), communication with clients (1.4), supervision of lawyers and staff (5.1, 5.3), and reasonable fees (1.5). In short, you need to understand the tools, protect client confidences, and supervise how your team uses them.
We set up business AI tools with confidentiality terms and access controls, train staff, and document what we set up so your compliance advisor can use it. The office sets the rules for how the team uses AI.
Not legal advice. Review your state's Rules of Professional Conduct and any court-specific AI rules.
Also for insurance agencies, CPA firms, dental practices, and any small business with repetitive work.