AI for law · accounting · insurance
Intake that fills itself. Clients who stop calling for updates.
The work clients pay for is judgment. The hours they don't pay for — retyping intake, returning “any update?” calls, chasing documents — are exactly what I automate, without your files ever leaving your systems.
Built around your shopScoped after discoveryVisible rules + activityYours to keep
Where the week actually goes
Work you should not have to keep catching.
The useful starting point is not “use AI.” It is recognizing the moment that repeatedly costs time, money, or a customer.
“Any update on my case?” calls interrupt the work the client is actually paying for.
Document chasing burns paralegal hours a sequence could handle politely and relentlessly.
Follow-ups happen after hours, because that's the only time nobody's calling.
A likely first proof
Intake + status updates, handled
One form fills the file — client answers once, everything lands structured where it belongs. Then clients get proactive status updates in your firm's voice at the moments that matter, and the “any update?” calls quietly stop.
After the first win
Other leaks worth plugging.
Start narrow enough to prove the value. Expand only when the first system has earned the right to connect more of the operation.
Document chasing
Missing documents get requested, re-requested, and logged — politely, on schedule, without a paralegal touching it.
Deadline digests
A morning brief of every date that matters across active files, assembled while you slept.
First-draft correspondence
Routine letters drafted in your firm's voice, waiting for review — not written from scratch at 7 PM.
Partners want grounding before committing? The half-day Team AI Workshop ($1,800, up to ten people) is the firm-wide version of a straight answer — hands-on, on your actual workflows, at your office.
Fair questions
What owners ask before we talk.
Direct answers, including the parts that matter after the build is finished.
What about confidentiality and privilege?
Your files stay in your systems. Automations touch only the specific data they need, nothing is used to train anything, and every access point is documented for your review before it runs. If a workflow shouldn't be automated, I'll say so.
We bill hours — doesn't automation cut against that?
It removes the hours you already can't bill: intake retyping, status calls, chasing. What you do with the recovered time — more matters or more margin — is your call.
What does it cost?
The actual workflow determines the scope. Narrow first proofs often begin around $2,500, connected firm systems commonly begin around $7,500, and the half-day team workshop is $1,800. Every number is flat and agreed before work starts.
START WITH THE BOTTLENECK
Fifteen minutes. Straight answers. No pitch.
Tell me where the week goes. I will tell you what is worth fixing—and sometimes the honest answer is nothing yet.