Industries · Legal
Intake that opens the matter for you.
For law firms in energy, land and title, plaintiff-side, and general practice. We automate the intake, conflict checks, and paperwork that eat your staff's day, inside the Microsoft 365 or Google account your firm already uses. Every AI draft goes to an attorney before it goes anywhere else.
What it could look like
From web inquiry to engagement letter in one screen.
Inquiry · Mineral lease dispute
Web form · 8:14 AM todayFrom the intake form
Conflict check
| Name searched | Result |
|---|---|
| Sample Client A | No match |
| Sample Operating Co. | 1 possible |
| Related: Sample Midstream | No match |
Possible match: closed 2023 matter, different entity. Attorney review required.
AI summary Draft for attorney review
Client reports royalty checks dropped about 40% after a 2025 ownership change on two wells. Has lease, division order, and check stubs. Wants to know if deductions are allowed under the lease.
Engagement letter · Matter 2026-0412
From your firm's templateRe: Engagement for royalty underpayment claim
Dear Sample Client A,
Thank you for selecting the firm to represent you regarding royalty payments from Sample Operating Co., LLC on wells in Calcasieu Parish. This letter sets out the scope of our work and our fee arrangement…
Fee basis: contingency, 33⅓%
Review checklist
- Names match intake
- Conflict cleared by attorney
- Fee terms approved
- Attorney signature
Concept mockup with made-up names and sample data, to show what a build could look like. Not legal software advice; your firm's attorneys approve every step.
Common problems
Sound familiar?
Problems we hear most often in law firms. They are where projects usually start, not a list of deliverables.
- Intake by phone tagNew inquiries sit in voicemail and inboxes while staff re-enter the same details three times.
- Manual conflict checksSomeone searches the old system by hand and hopes the spelling matches.
- Engagement letters from scratchCopying last month's letter and editing by hand invites mistakes.
- Documents everywhereEmail attachments, shared drives, and desktops with no single matter file.
What we'd build
Careful automation, with attorneys in control.
Inside your accounts
Built in your firm's Microsoft 365 or Google Workspace, connected to the practice management system you already use. Client files stay where they are.
Attorney review on every draft
AI drafts summaries and letters. Nothing goes to a client until an attorney approves it.
No training on your data
We only use AI tools on business plans that don't train on your data, and only with your written approval.
Starter package
Legal Document Automation Starter
$8,000 to $20,000
3 to 6 weeks, fixed quote after discovery.
- Intake and workflow mapping with your staff
- One automation, such as intake to matter or engagement letters
- Template and document routing
- An internal review workflow and staff handoff
Questions
Frequently asked questions.
Does AI draft documents without attorney review?
No. Every AI draft is reviewed and approved by an attorney before it goes anywhere.
Does this work with Microsoft 365 or Google Workspace?
Yes. Intake, conflict checks and document drafting run inside the account your firm already uses.
Is client data kept confidential?
Yes. Data stays in your firm's accounts, access follows your permissions, and AI services are configured not to train on your data.