AI automation for law firms that handles the business side of the practice
Harvey, CoCounsel and Lexis+ AI help with research and drafting. We build the automation around that work: intake, conflict search lists, engagement letters, court notice triage, document chasing and draft time entries, wired into the systems you already run. A person approves every action that reaches a client, a court or a ledger.
- Intake summaries with the conflict list already built
- Engagement letters drafted from the approved matter
- Draft time entries from email and document work
Where the firm's unbilled hours disappear
The consult goes to whoever answers first
Web forms and intake emails land overnight in a shared inbox. By the time a paralegal reads them, the injured driver or the founder with a contract dispute has booked with another firm.
One set of facts, typed five times
The intake note becomes a conflict search, a contact, a matter, an engagement letter and a calendar entry. Every retyping is a chance to misspell an adverse party, which is how conflicts slip through.
Friday-afternoon timesheets
Attorneys rebuild the week from memory and their sent folder. Entries come in vague, block-billed or missing, and pre-bill review turns into a negotiation.
What we build for law firm operations
Custom code on the major model APIs, running under accounts in your firm's name. It gathers, drafts and files. Legal judgment and the final click stay with your lawyers.
Prospect intake and screening
Form submissions and intake emails are parsed into your intake questions, checked against practice areas and case criteria, and summarized for the reviewing attorney, with any incident date flagged for a limitations look.
Conflict search lists
Every party, spouse, parent company, former name and opposing counsel in the intake is compiled and run against your contacts and matters. Staff see likely hits ranked, then clear or escalate.
Engagement letters and fee agreements
Approved matters produce a draft from your template with scope, rate or contingency terms and the responsible attorney filled in, sent for e-signature only after a lawyer signs off.
Court notice triage
Notice of Electronic Filing emails and court notices are matched to the matter and turned into proposed docket entries for your docketing clerk to confirm.
Client document requests
Checklists go out by matter type. Uploads are renamed, saved to the matter in NetDocuments, iManage or your shared drive, and reminders stop once the list is complete.
Draft time entries
Sent mail, document edits and calendar events become draft entries with task descriptions, for each timekeeper to fix and release before the pre-bill.
Specific services for law firms
AI agents for law firms
AI agents for law firms: a conflict list agent, court notice agent, records chronology agent and more, each drafting work for attorney approval.
Learn moreClient intake automation
Law firm client intake automation that screens every web inquiry, builds the conflict search list, books the consult and opens the matter in Clio.
Learn moreLegal document automation
Legal document automation that drafts engagement letters, fee agreements, pleadings and discovery shells from your matter data for attorney review.
Learn moreWorkflow automation
Law firm workflow automation for court notice triage, matter setup, time entry drafts, pre-bill follow-up and client status updates, built for you.
Learn moreWhere firms usually start
Client intake automation
From web form to screened prospect, conflict list and booked consult.
Legal document automation
Engagement letters, routine pleadings and forms drafted from matter data.
Law firm workflow automation
Court notice triage, matter setup, time drafts and pre-bill follow-up.
AI agents for law firms
Named agents that each own one support job, like conflict lists or records chronologies.
Expert and vendor invoices
Invoices extracted and coded to the right matter as client costs.
The AI audit
A short assessment that ranks your firm's workflows by payback.
Built for the Model Rules, not around them
Rule 1.6 data handling on paper
Model Rule 1.6 calls for reasonable efforts to protect client information. We document every place data travels, on model provider terms that exclude training on inputs, so your firm can show its work.
Supervision under Rules 5.1 and 5.3
Formal Opinion 512 points firms adopting generative AI to their supervisory duties. Each automation has a named owner and a log of who approved what, kept in your firm's accounts.
The trust account is off limits
Automation can draft an invoice or flag a low retainer. It never moves, applies or records trust funds, because Rule 1.15 and your state's trust account rules put that on the lawyer.
Replies that never read as advice
Messages to prospects stick to logistics and approved wording. Anything that sounds like an opinion on their case goes to an attorney, which keeps intake clear of unauthorized-practice risk.
“He got me 9 sales in my first 7 days of launching our campaign, which exceeded my expectations!”
Common questions
What is the best AI for law firms?
Different tools do different jobs. Harvey, CoCounsel, Lexis+ AI and Spellbook handle research and drafting inside their own apps. We build the work between your systems. Most firms that hire us keep their research tool.
Is it ethical to put client information into AI?
It can be, with care. ABA Formal Opinion 512, issued in July 2024, says lawyers need to understand how a tool uses client data and may need informed client consent before confidential information goes into a tool that learns from it. Many state bars have issued their own opinions. We set up providers that do not train on your inputs and document the data flow. Your firm's ethics counsel makes the call.
Does it work with Clio, MyCase or Filevine?
Clio and Filevine publish APIs we build against. For MyCase, Smokeball and PracticePanther, reach depends on the access each vendor offers on your plan, and where there is no open API we work through exports. You get that answer system by system before anything is built.
Could an automated reply create an attorney-client relationship?
That risk comes from saying too much. Model Rule 1.18 protects what prospective clients tell you even when you decline them, and a reply that sounds like advice blurs the line further. Our replies confirm receipt, ask for facts and offer a consult time. Nothing else goes out without an attorney.
Can it touch our IOLTA or trust ledger?
No. It can draft invoices and flag a retainer that is running low for your billing lead. Nothing we build moves funds, records trust transactions or reconciles trust accounts.
What do paralegals do once intake and chasing are automated?
Review instead of retype. They approve summaries, clear conflict hits and spend time with clients who need a person.
Find the hand-off costing your firm the most
Take the 2-minute AI audit and see which workflow to automate first for a firm your size.
- Trace 60 days of new matters
We follow recent matters from first inquiry to signed engagement letter and count every place staff retyped, waited or chased.
- Build one practice group's flow
Usually intake for a single group, with a paralegal approving every summary, conflict list and outgoing message.
- Add the next hand-off
When approvals rarely need edits, we move on to engagement letters, document chasing or time drafts for that group.
- Monthly tuning in your accounts
We watch for vendor API changes, new templates and missed edge cases, and fix them in accounts your firm owns.