AI for law firms and in-house teams that take Model Rule 1.6 seriously.

New-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.

Inbound 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.

From 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.

For volume-intake practices: qualified leads get a personalized retainer link within minutes; signed retainers immediately trigger matter setup, conflicts re-check, and welcome packet.

Parses 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.

Scans 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.

Generates 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.

Plaintiff-firm specific: triggers HIPAA-authorized record requests; tracks every request through fulfillment; OCR + indexes received records; triggers follow-up on missing items.

Identifies medical, ERISA, and statutory liens against a claimant's recovery, tracks each to resolution, and drafts the negotiation correspondence for attorney review.

Court-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.

IP-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.

Tracks every patent's maintenance-fee schedule + every trademark's renewal + every domain renewal; sends reminders and queues approval for the responsible attorney.

Tracks foreign associate instructions, deadlines, and responses per jurisdiction, drafts the instruction letters, and chases confirmations before the local deadline.

Daily distribution of upcoming deadlines per attorney with a single dashboard view per partner / supervising attorney.

Transactional-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.

Tracks every consent, waiver, and estoppel a deal needs, who owns each one, and what is still outstanding, chasing the owners on a cadence.

From the company's representations + warranties + the data room, drafts the disclosure schedule with cross-references to data-room documents.

Compiles executed documents, schedules, and exhibits into an indexed closing book once signing completes, so the post-closing scramble stops being a scramble.

Counterparty NDA → AI compares against company standard → generates redline with company's preferred language for each deviation → cover note explaining material changes → attorney reviews.

IP-specific: drafts office action responses from application file + cited prior art + firm's standard argument library; queues for attorney edit and finalization.

Mass tort / class action: drafts settlement claim forms, allocation calculations, distribution communications, and reporting.

Inbound contract requests classified by type (NDA / MSA / SOW / DPA / order form / vendor / employment), assigned to the right reviewer, tracked with SLA, escalated when overdue.

Parses outside counsel invoices, matches against approved budgets, classifies time entries, surfaces variances and unusual entries for attorney review.

Tracks every employee's required training (annual ethics, security, privacy, jurisdiction-specific), sends reminders, escalates overdue completions.

When litigation hold is required: identifies in-scope custodians, sends formal hold notices, tracks acknowledgements, and reminds custodians on the configured cadence.