The layer that runs your firm — built on what you already use.
A connected automation engine on top of the software you already run — it routes inquiries, generates documents, tracks deadlines, and acts on its own. Built once. Yours to keep.
Every hour spent re-typing, chasing and remembering is an hour not billed. We automate that work — so the firm runs on a system, not on you.
Nine automations that run the firm while you practice.
Not a form-builder. A connected engine that routes, generates, tracks and acts on its own — on top of the software you already run.
The intake form’s own answers tag, score and route each inquiry to the right person — and fire an instant reply, 24/7. No one has to be watching.
A no-show, stalled documents, an unconverted lead — each triggers its own sequence automatically. Nothing depends on someone remembering.
Multi-step, conditional rules across the whole firm. One event sets off a chain of tasks, emails and updates on its own.
Your PMS, accounting, calendar, e-sign and payments stay in lockstep. Data flows once and lands everywhere it belongs.
Live dashboards surface where matters stall, your realization rate, and which channels actually bring signed clients.
Pick a matter type and the full task list, deadlines, documents and assignments generate themselves — no rebuilding from scratch.
The engine works out every deadline by matter type and jurisdiction, sets reminders, and escalates before anything is missed.
Letters, agreements and government forms generate from matter data in seconds. Every field filled, nothing retyped.
Each file is matched to the matter’s required list, filed automatically, and anything still missing is chased for you.
Every module — assembled to your practice.
Your firm doesn’t need all of this. It needs the right set. We build the bundle your practice area actually uses — and connect it to the software you already run.
Anything tagged “Connects” already lives in the tools you pay for. We never rebuild it — we wire the rest around it.
Its own form library and automation pack.
Each practice area gets its own intake forms and automation bundle on top of the modules above — assembled to how your firm actually works.
Done for you — you never touch the tech.
We build it, connect it to the software you have, and train your team.
We map how inquiries, intake and billing flow today — and where clients and hours are leaking.
We set up your layer and wire it onto your existing software. Your team touches none of the setup.
A gentle rollout — each person learns only the small part of the system they actually use.
It goes live and runs in the background. We stay on to keep it smooth as you grow.
The questions firms ask first.
Don’t see your answer? Message us — we reply within one business day.
I already pay for practice software. Why do I need this?
Keep it. Your software is great at holding cases, files and billing. What it usually doesn’t do well is catch every inquiry, run intake on its own, and keep clients informed automatically. That’s the layer we build around it — so the tools you already pay for finally work together.
What if I don’t have practice software yet?
Then we help you pick one that fits your practice area and budget — and build the layer on top from day one. You avoid the usual year of half-configured tools.
How do you keep client information confidential?
Access control per role, audit trails on every action, and data residency mapped to your jurisdiction. Nothing leaves the tools you approve.
I’m not a tech person. Is it hard to use?
You never touch the setup. Each person learns only the small part they use — most of the system runs in the background without anyone touching it at all.
How long does it take?
Four weeks from audit to a trained team — then it runs live with us on care in the background.