AI for Law Firms
Less admin. More billable hours.
AI for law firms that want to spend less time on administrative processes and more time practising law.
Legal admin is ripe for automation
Trust account reconciliation. Conflict checking across databases. New matter intake forms. Costs disclosure generation. Document assembly from templates. These are predictable, rule-based processes that consume hours of skilled time every week.
A Chief Agent Officer would look at these workflows and build systems that handle them automatically. That’s what we do.
Software we work with
We connect the tools your firm already uses
What a CAO would build
AI automations for law firms
Trust account reconciliation
Automated matching of trust transactions against matter records. Flagging discrepancies before they become compliance issues.
Conflict checking
Cross-database conflict searches that run automatically on new client intake. Results flagged for review, not manual search.
New matter intake
Client information collection, identity verification, and matter creation across your practice management system. All before the first meeting.
Document assembly
Costs disclosures, engagement letters, and standard correspondence generated from matter data. Ready for review, not drafting from scratch.