AI for law firms and in-house teams that take Model Rule 1.6 seriously.
Litigation, transactional, IP prosecution, mass tort, in-house. We build the document, intake, and conflict-check workflows that keep your firm faster, your work product defensible, and your AI use inside ABA Formal Opinion 512.
30+ named workflow automations across litigation, transactional, estate planning, IP, plaintiff, and in-house
Pick the firm shape closest to yours
Each card opens a playbook built for a firm shaped like yours — with real workflows and a number on the outcome.
Litigation Firm
Civil or commercial litigation, 5-100 attorneys. Discovery + motions + depositions + trial prep. Calendar-driven. Sanction-risk if a deadline slips.
~$300-700k/yr in capacity unlocked or write-off avoided.
Transactional / Corporate Practice
Corporate / M&A / private equity / VC counsel. Closing-checklist driven. Document-assembly heavy. Closing-day adrenaline.
~$200-450k/yr + dramatic reduction in closing-week burnout.
IP / Patent Prosecution Boutique
Patent prosecution + trademark + IP litigation. USPTO + WIPO + foreign agent coordination. Docket-driven existence.
~$300-550k/yr + reduces missed deadline / abandonment risk.
Plaintiff-Side / Mass Tort Firm
Personal injury, mass tort, class action plaintiff firm. Volume-driven. Lead-intake-heavy. Lien resolution + settlement administration.
Saves ~$2-4M/yr in records-team labor + accelerates settlement timelines by 1-2 months across an active inventory of 5,000+ matters.
In-House Legal Department
Corporate legal team, 2-30 attorneys. Contract review queue + litigation oversight + compliance + outside-counsel management. Reactive by default.
~$200-400k/yr in legal capacity.
Estate Planning & Trusts Practice
Solo planner up to 12-attorney trusts & estates practice. Document assembly at scale, beneficiary coordination, and a post-signing admin queue that never empties.
~$150-280k/yr in capacity and referral retention.
The work that's eating your team
You know what's broken. Here are the parts the system can run without you.
Senior people doing junior work
Associates are doing paralegal work; paralegals are doing assistant work; assistants are doing data entry. The leverage pyramid is inverted because the firm has no layer below the associate that can handle the structured-but-substantive work. AI is that layer.
Deadlines drive practice, and miss-rate is existential
A missed statute of limitations, a missed USPTO response date, a missed motion deadline can be malpractice. The calendar is the heartbeat of the firm. AI runs the calendar relentlessly so humans don't have to.
Documents are the deliverable, and they're assembled, not written
80% of legal documents are 80% template. The valuable part is the 20% of judgment + nuance + strategy. AI assembles the 80%; the attorney refines the 20%. Nothing about practicing law changes, the typing time disappears.
Conflicts checks happen at intake, and never again
Most firms run conflicts at engagement and don't recheck as new matters arrive. AI does continuous conflict monitoring against the firm's growing matter inventory.
Status reporting is half the partner's day
Clients want updates. Insurance carriers want updates. Co-counsel want updates. Partners want updates. AI generates client-ready status updates from the matter file with a partner edit.
Privilege is sacred, and AI can break it if mishandled
Sending privileged matter to a public AI is a non-starter. Every workflow we build assumes the AI runs inside the firm's controlled environment, with no model training on firm data and no third-party data egress without an attorney opt-in per matter.
What we run for legal teams
Named workflows, not categories. Expand a group to see exactly what each one does and where it slots into your stack.
Intake & conflicts
4 workflowsGetting matters in the door without partner triage burning hours.
Intake & conflicts
4 workflowsGetting matters in the door without partner triage burning hours.
Conflicts check & matter intake
LiveNew-matter intake form auto-runs a continuous conflicts check against the firm's matter inventory + adverse-party registry + lawyer disclosure files. Matters with potential conflicts route to the conflict-check committee with the supporting evidence pre-assembled.
BrainMemoryIntake form submission~3-5 partner-hours/week reclaimedMass tort lead qualifier
LiveInbound leads from TV / digital ads get qualified by SMS within 90 seconds against case-specific criteria. Qualified leads are routed to retainer; unqualified get a polite redirect or referral.
BrainHandsInbound lead webhook4-6x leads per FTEEngagement letter generator
LiveFrom the matter intake form + chosen practice area + fee structure, generates a fully populated engagement letter with the firm's preferred clauses; queues for partner sign-off; routes to DocuSign.
BrainHandsConflicts clearedDocuSign retainer pipeline
LiveFor volume-intake practices: qualified leads get a personalized retainer link within minutes; signed retainers immediately trigger matter setup, conflicts re-check, and welcome packet.
NervousHandsLead qualified
Discovery & document handling
4 workflows30-50% reduction in associate time on first draftsThe structured assembly work that's eating associate time.
Discovery & document handling
4 workflows30-50% reduction in associate time on first draftsThe structured assembly work that's eating associate time.
Discovery response drafter
LiveParses inbound interrogatories and document requests; cross-references the matter file (pleadings, productions, depositions); drafts response per request with objections from the firm's library; attaches Bates numbers; queues for associate review.
BrainMemoryEyesDiscovery received~30-50% time reduction per response setDocument privilege review (AI-flagged, attorney-reviewed)
LiveScans production sets for likely privileged communications; flags candidates for attorney review with the rationale (counsel-author, communication-with-counsel, work-product indicators). Attorney reviews flagged items, never the entire production.
BrainEyesProduction set ingestDeposition prep packet
LiveGenerates the deposition prep packet from the matter file: chronology, key documents, prior testimony, expected topics, suggested questions, hot documents, pre-assembled for the partner's review and editing.
BrainMemoryDeposition scheduledMedical records retrieval orchestrator
LivePlaintiff-firm specific: triggers HIPAA-authorized record requests; tracks every request through fulfillment; OCR + indexes received records; triggers follow-up on missing items.
NervousEyesBrainRetainer signed
Calendar & deadline management
4 workflowsThe firm's heartbeat, never let it slip.
Calendar & deadline management
4 workflowsThe firm's heartbeat, never let it slip.
Litigation calendar + deadline orchestrator
LiveCourt-rule-aware calendar that calculates deadlines from triggering events (complaint filed, motion served, etc.), distributes reminders to the responsible attorney on a calibrated cadence, and escalates overdue items.
NervousMemoryMatter event + daily cronUSPTO correspondence parser
LiveIP-firm specific: parses inbound USPTO correspondence (Office Action / Notice of Allowance / Notice of Abandonment / etc.); updates the docket automatically; triggers reminders to the responsible attorney.
EyesBrainUSPTO correspondence receivedMaintenance fee tracker
LiveTracks every patent's maintenance-fee schedule + every trademark's renewal + every domain renewal; sends reminders and queues approval for the responsible attorney.
NervousMemoryHandsDaily cronDocket reminder orchestrator
LiveDaily distribution of upcoming deadlines per attorney with a single dashboard view per partner / supervising attorney.
NervousHandsDaily 7am cron
Document assembly & review
5 workflowsFirst drafts in minutes, not hours.
Document assembly & review
5 workflowsFirst drafts in minutes, not hours.
Closing-checklist orchestrator
LiveTransactional-specific: generates the closing checklist at signing; tracks every item's status from inbound emails + signed PDFs; chases overdue items; assembles the closing book in real-time.
BrainMemoryHandsSigning eventEliminates 36-hour pre-closing sprintDisclosure schedule drafter
Ready on engagementFrom the company's representations + warranties + the data room, drafts the disclosure schedule with cross-references to data-room documents.
BrainMemoryM&A workflow stageNDA auto-redline
LiveCounterparty NDA → AI compares against company standard → generates redline with company's preferred language for each deviation → cover note explaining material changes → attorney reviews.
BrainMemoryCounterparty NDA inboundOffice action response drafter
LiveIP-specific: drafts office action responses from application file + cited prior art + firm's standard argument library; queues for attorney edit and finalization.
BrainMemoryOffice action receivedSettlement administration drafter
Ready on engagementMass tort / class action: drafts settlement claim forms, allocation calculations, distribution communications, and reporting.
BrainHandsSettlement approved
In-house operations
4 workflowsTurning the legal inbox into a managed queue.
In-house operations
4 workflowsTurning the legal inbox into a managed queue.
Contract intake & routing
LiveInbound contract requests classified by type (NDA / MSA / SOW / DPA / order form / vendor / employment), assigned to the right reviewer, tracked with SLA, escalated when overdue.
BrainHandsInbox webhookOutside counsel invoice review
LiveParses outside counsel invoices, matches against approved budgets, classifies time entries, surfaces variances and unusual entries for attorney review.
BrainMemoryInvoice receivedCompliance training tracker
LiveTracks every employee's required training (annual ethics, security, privacy, jurisdiction-specific), sends reminders, escalates overdue completions.
NervousMemoryHandsAnnual cron + new hire eventLitigation hold orchestrator
LiveWhen litigation hold is required: identifies in-scope custodians, sends formal hold notices, tracks acknowledgements, and reminds custodians on the configured cadence.
BrainMemoryHandsHold initiation
What the first 6 months look like
We ship in phases, each with a measurable success criterion before the next phase begins.
Weeks 1-4
Foundation: intake + conflicts + calendar
- Conflicts check & matter intake live
- Engagement letter generator live with partner-approved templates
- Litigation calendar + deadline orchestrator live with court rules loaded
By end of Phase 1, no matter starts without conflicts cleared, no deadline exists outside the orchestrator, and the firm has an audit-grade activity log.
Weeks 5-12
Document handling: discovery + assembly
- Discovery response drafter live (litigation)
- Closing-checklist orchestrator live (transactional)
- Office action response drafter live (IP)
By end of Phase 2, attorneys recover 30-50% of time on first-draft document assembly with no degradation in review quality.
Weeks 13-20
Volume + automation maturity
- NDA auto-redline live (in-house)
- Mass tort lead qualifier live with 4-6x throughput (plaintiff)
- Outside counsel invoice review live (in-house)
By end of Phase 3, volume-driven workflows scale 3-6x without proportional headcount and the firm's most-repetitive tasks are handled by AI under attorney sign-off.
Weeks 21-26
Intelligence + practice management
- Litigation hold orchestrator live (in-house)
- Compliance training tracker live (in-house)
- Partner / managing-partner dashboard live: matters by status, capacity, deadline risk, AR, conflict status
By end of Phase 4, the managing partner has a single dashboard answering 'where are we, where's the risk, where's the capacity?' and the firm operates more like a managed business than a constellation of inboxes.
What the AI is allowed to do, and what it isn't
Every workflow assumes attorney sign-off on anything that creates a duty to a client, a court, or a regulator. The AI's job is to assemble facts and draft work product. The attorney's job is to decide.
Attorney-client privilege & work product
The single most important boundary in legal work. Anything that breaks privilege risks malpractice, sanction, and irreparable client harm.
Attorney-client privilege & work product
The single most important boundary in legal work. Anything that breaks privilege risks malpractice, sanction, and irreparable client harm.
- All AI calls run inside the firm's controlled environment with no third-party model training on firm data
- Anthropic / OpenAI enterprise BAAs in place where required
- Per-matter encryption keys; access controlled by lawyer + matter assignment
- Privilege review workflow flags suspected privileged documents but never auto-produces them
- No client / matter data egresses to a public model under any condition without explicit per-matter attorney opt-in
Boundary: AI never independently advises a client, never files a document with a court / agency, never produces documents to opposing counsel without attorney sign-off.
State bar ethics rules (Rule 1.6, 1.7, 1.18, 5.5)
Confidentiality (1.6), conflicts (1.7), prospective clients (1.18), and unauthorized practice of law (5.5) all interact with how AI is used. The firm, not the AI, is responsible for compliance.
State bar ethics rules (Rule 1.6, 1.7, 1.18, 5.5)
Confidentiality (1.6), conflicts (1.7), prospective clients (1.18), and unauthorized practice of law (5.5) all interact with how AI is used. The firm, not the AI, is responsible for compliance.
- Continuous conflicts monitoring across the matter inventory
- Prospective-client information firewalled until conflicts cleared
- AI clearly identified as a tool, never as 'counsel'
- All client communications generated by AI clearly flow through an attorney
HIPAA (plaintiff / mass tort with medical records)
Plaintiff firms handling medical record retrieval are HIPAA-covered for the records they hold under client authorization.
HIPAA (plaintiff / mass tort with medical records)
Plaintiff firms handling medical record retrieval are HIPAA-covered for the records they hold under client authorization.
- BAA executed where required
- PHI encrypted at rest and in transit
- Access controlled to assigned matter team
- Audit log of every PHI access
SOC 2 Type II (platform-level)
Insurance carriers, in-house clients, and large institutional clients increasingly require SOC 2 from any vendor handling matter data.
SOC 2 Type II (platform-level)
Insurance carriers, in-house clients, and large institutional clients increasingly require SOC 2 from any vendor handling matter data.
- SOC 2 Type II audit on the underlying infrastructure
- Documented incident-response and breach-notification
- Encrypted backups with documented recovery objectives
Pick one. Run it for a quarter. Prove it.
Real, measurable pilots with explicit success criteria, so the answer at the end is "yes, kept" or "no, scrapped" — not "maybe."
Discovery response drafter (litigation)
Pick 3 active matters with pending discovery.
Success criteria
- ·≥30% reduction in associate time per response set
- ·Zero partner-flagged quality issues
- ·Zero missed objections
NDA auto-redline (in-house)
Run the company's standard NDA + the redliner for 90 days against all inbound NDAs.
Success criteria
- ·≥70% reduction in NDA cycle time
- ·Zero counterparty escalations from auto-redlines
- ·Attorney time per NDA drops to <15 minutes
Closing-checklist orchestrator (transactional)
Pick the next 3 mid-market deals at signing.
Success criteria
- ·Zero 36-hour pre-closing sprints
- ·Closing book assembled within 48 hours of last signature
- ·Partner reports same or better closing-day visibility
We extend your stack, we don't replace it
Your systems of record stay. We plug into them and become the connective tissue between the tools you already pay for.
Get the firm-shaped automation map
Tell us your firm size, primary practice areas, and the workflow that costs you the most attorney time. We'll come back with a written map of which 5-7 automations matter first, what privilege posture they require, and what the first 90 days would change.