§ 0For law firms
Your attorneys bill for judgment, not for retyping intake.
New matters arrive as messy emails, calls, and forms. Someone has to summarize them, run conflict checks, open the file, and track every deadline. A supervised AI Team can prepare that work so your attorneys review and approve, instead of assembling it.
Practice areas we serve
- Employment
- Family
- Personal injury
- Immigration
- Estate planning
- Real estate
- Corporate & business
- Litigation
- Intellectual property
§ 1The hidden pain
Today, a person is the glue between every system.
The real work of your firm scatters across inboxes, files, and systems that never agree. Someone holds it together by hand, copying, chasing, and retyping, instead of doing the work you bill for.
- Matter intake
- Conflict checks
- Document drafts
- Deadline tracking
- Client updates
- Time-entry narratives
§ 2The managed role
One supervised role, designed for your workflow.
Attorneys open a clean, conflict-checked matter in minutes, with every deadline already on the calendar.
Fig. 2 — The Agent Card · Intake CoordinatorReports to: Managing attorney
ToolsEmail · Practice mgmt · Document store
OutputsStructured matter record · Conflict-check flags · Draft engagement letter
Permissions
- Read new matter emails Allow
- Draft intake summary Draft
- Open matter / send reply Gate · human
- File with court Never
Edit rate7%
Review cadenceWeekly review
§ 3Where AI belongs
Safety draws the line.
- Summarizing intake emails and calls into a structured matter record
- Drafting standard letters, engagement docs, and first-pass filings
- Flagging potential conflicts for an attorney to clear
- Turning meeting notes into tasks and calendar deadlines
§ 3.1Where it does not
These stay human. The AI Team never crosses them, no matter how routine the request looks.
- Giving legal advice or making strategic calls
- Filing with a court without attorney approval
- Final sign-off on any client-facing document
§ 4The outcome
Your people review complete work, instead of assembling it.
Attorneys open a clean, conflict-checked matter in minutes, with every deadline already on the calendar.
Before
A person stitches together matter intake, conflict checks, document drafts, and chases the rest by hand.
After
The Intake Coordinator prepares it under permission and review. Your managing attorney approves, and the record is logged.
§ 5Other firms we work with
We start with your real work.
- 05.1 Engineering firms RFQs, field notes, and submittals, kept in sync while your engineers stay in control. See the workflow →
- 05.2 Architecture firms Proposals, consultant coordination, and permit packets, assembled so principals can design. See the workflow →
- 05.3 Accounting & CPA firms Document chasing, onboarding, and deadline tracking, handled before anyone reviews. See the workflow →
- 05.4 Investment & wealth advisors Meeting prep, follow-ups, and client comms, drafted and gated for compliance. See the workflow →
- 05.5 Consulting firms Proposals, research synthesis, and first-draft decks, so you focus on the thinking. See the workflow →
§ 6The first step
Start with one workflow
in your firm.
A three-week pilot sprint proves where an AI Team fits, safely, before you scale it.