AI for lawyers that takes the first pass on intake, contract review and billing inside your firm's own systems
Your associates and staff spend hours on conflicts checks, first-pass contract review, matter summaries and pre-bill narratives. We build AI agents that do that first pass inside your document management, practice management and billing systems, cite the clause or record behind every point, and stop for a lawyer's approval before anything leaves the firm. A second agent checks every cited clause against the document before a lawyer sees the draft.
Jason, our COO, runs the call and scopes the first workflow with you. Want to see the method first? Read how we work.
- Draft receivedCounterparty's master services agreement, 34 pages, filed to matter 2291-004Done
- Playbook loadedYour client's positions on liability, indemnity, term and governing lawDone
- Clauses comparedThree deviations from the playbook foundCl. 9.2 liability capCl. 11.1 indemnityCl. 14.4 auto-renewalDone
- Issue list draftedEach point quotes the clause and the playbook position it departs fromDone
- Attorney reviewRedline and issue list sent to the responsible attorneyWaiting
- Saved to the matterApproved redline filed in your DMS, run log entry writtenAfter approval
What the agent can readOnly the documents this matter needs. Your access rules and ethical screens decide the rest.
- Documents in matter 2291-004
- Visible
- Client playbook
- Visible
- Approved precedent clauses
- Visible
- Other clients' matters
- Not retrieved
- Matters behind an ethical screen
- Not retrieved
- Billing records
- Not retrieved
Illustrative run. Documents, playbook positions and approval routing are set per workflow during scoping. The agent never sends a redline to the other side.
Clients include
AI for law firms: six workflows where an agent takes the first pass
Start where the volume is high, the firm's rules are written down, and a lawyer or paralegal already reviews the work before it counts. These six meet all three, and each one ends with a person signing off.
Conflicts checks at intake
The agent reads the intake form or email, pulls out the parties, related entities and adverse parties, searches your conflicts records and prepares a memo with every hit listed. Your conflicts attorney clears the matter, and the agent never opens one.
How the agent reads your conflicts recordsContract review with clause citations
The agent compares an incoming draft with your client's playbook and your approved precedent, then lists each deviation with the clause number and the quoted text. The responsible attorney accepts, edits or rejects every point.
Contract clause review among 25 use casesMatter summaries
From the pleadings, correspondence and notes on file, the agent drafts a matter summary and a chronology, each line linked to the document it came from, so a partner joining the matter starts from a page instead of a folder.
How agents read a firm's documentsBilling narratives and pre-bill review
The agent rewrites terse time entries into narratives that follow each client's billing guidelines, flags block billing and entries the guidelines exclude, and hands the billing partner a pre-bill with every change marked.
How billing guidelines become rules an agent followsDocument assembly from your templates
Engagement letters, NDAs and standard agreements are assembled from your own templates and the matter's facts, with every field the agent filled listed for the drafting lawyer to confirm before anything goes out.
Prove it on your own templates firstProspect and client questions
On your website or client portal, the agent answers questions about practice areas, fees, documents to bring and matter status, collects intake details, and hands anything that asks for legal advice to a person with the conversation attached.
How a second agent checks every replyHow a law firm AI build runs
The same team carries your workflow from the first call to the system running in production, and every build is tested in staging before it goes live. See how we work
Jason, COOAI Audit, if you need one
Eight phases across strategy, operations, data and systems over 4 to 8 weeks, ending in a ranked 90-day roadmap. The fee is credited toward your first build.
- Jason, COO
Scope
One workflow, the systems it touches and what it will take, agreed before you commit. Owen joins the first calls until you are onboarded.
- The matters and document types each agent may read
- The outputs that always go to a lawyer
- The timeline, before you sign
Maciej, CTOBuild
Built against your real data, in your environment, as production software from the first week.
- Staging first, on closed or sample matters
- Your lawyers use it on real work before go-live
- Self-hosted n8n in your cloud
- Jason, COO
Integrate
Into production behind your auth, your governance and your monitoring, with your team trained on it.
- Separate development, pre-production and production environments
- Runs behind your own auth and access rules
- Your lawyers and staff trained on the system
- Maciej, CTO
Run and improve
Watched, fixed and extended in weekly sprints by the engineers who built it.
- Error alerts to the engineers who built it
- Weekly sprints that you direct
- The next workflow, scoped with you
What your firm gets from a build with us
We build each agent around your playbooks and templates and run it in your environment.
| What you get | |
|---|---|
| You receive | Working agents inside your document, practice management and billing systems |
| Where client documents live | In your cloud or data center, on self-hosted infrastructure |
| Fit to your practice | Built around your playbooks, templates and client billing guidelines |
| Legal judgment | Made by your lawyers, approved and logged |
| Timeline | Scoped per workflow and agreed before you sign |
| After launch | The engineers who built it monitor and extend it |
Put your first workflow on the board
Answer a few questions about your team and what you want automated, then Jason scopes it with you on the call.
