Industry · Professional Services
A new client shouldn't wait a week just to become a file.
We build the practice console that triages intake, chases missing documents, and keeps every deadline visible, so your team spends its hours on the judgment only they can make.
Engagements · 4 open
Wk 24
New intake
Deadlines due
Utilization
Intake · Chen Family Trust → conflict check clear → document request sent
A representative console view, not a real client file
On the console today
What runs quietly behind an ordinary Tuesday, before anyone touches the actual work.
Intake
Triaged same day
conflict check and doc request sent automatically
Deadlines
Always visible
every filing and due date tracked in one place
Documents
Chased on a schedule
reminders go out until the file is complete
Utilization
Read at a glance
capacity by team, updated through the day
Where the file stalls
Six ways a busy practice loses the week
Intake that stalls before it starts
New-client forms and conflict checks eat days before a matter even has a name.
Documents that never arrive
Chasing signatures, IDs, and disclosures by email leaves half a file missing when work starts.
Deadlines tracked in someone's memory
Filing and renewal dates live in a calendar only one person checks.
Drafting from a blank page
Proposals, letters, and routine filings start from a blank page when your own precedent already exists.
Time that goes unbilled
Hours get lost when time capture depends on someone remembering to log it.
Capacity nobody can see
Without a shared view of who's carrying what, work piles onto the same two people.
What we build
The layer that keeps every engagement moving
Intake & conflict-check agents
New client requests are triaged, checked for conflicts, and matched to the right document list automatically, before anyone opens the inbox.
Deadline & document chase
Filing dates, renewals, and outstanding documents are tracked and chased on a schedule, off the sticky notes for good.
Practice knowledge, on tap
A private assistant answers from your firm's own templates, notes, and past engagements, with a citation. It stops at admin and never offers a professional opinion.
Runs alongside the systems your team already checks, with no separate tool to log into.
Billing, portals & renewals
Time capture, invoicing, and a client portal that shows engagement status keep cash and communication moving without extra admin.
Runs alongside the systems your team already checks, with no separate tool to log into.
Niche expertise
Built for your practice specifically
Flagship · intake & document chase
A request becomes a clean file before anyone looks up
The moment a request lands, a conflict check runs, a document checklist goes out, and anything outstanding gets chased on a schedule, all before the matter reaches a desk.
- Runs a conflict check the moment a request comes in
- Sends a tailored document checklist automatically
- Chases anything outstanding on a schedule your team sets
- Hands the file over clean: nothing retyped, no advice given
How it runs
From a first request to a self-tracking practice
Map the intake & the matters
We map how new clients arrive, how conflict checks run today, and where files stall.
Wire intake & document chase
We connect the triage agent to your inbox and calendar so requests and documents move without manual follow-up.
Ground the practice knowledge
We index your own templates and matter notes into a private, permissioned assistant.
Go live across the practice
Deadlines, billing, and client updates run against one shared view of every engagement.
We build on top of the practice, matter, and billing systems you already run. No rip-and-replace.
Connects to your stack
It plugs into the systems your practice already runs
Practice & matter systems
Clio, PracticePanther, and similar systems stay the source of truth for matters and clients.
Email & calendar
Intake and deadline tracking runs against the inbox and calendar you already use.
Document storage
Files stay in your own document store with matter-level access controls.
E-sign
Checklists, engagement letters, and consents route for signature automatically.
Time & billing
Captured time and invoices tie back to the right engagement.
Client portals
Clients see engagement status without a phone call to your office.
What changes
A practice that stops running on memory
No file starts cold
Every new request is triaged, conflict-checked, and documented before it reaches a desk.
Deadlines nobody misses
Filing dates and renewals stay visible to the whole team, out of any one person's head.
Hours that get billed
Time capture ties to the matter automatically, so billable work stops leaking.
Capacity you can see
Utilization across associates, paralegals, and partners is visible at a glance.
What a week of real intake looks like in the console
Pick a handful of real requests from last week, strip anything sensitive, and the console will triage, conflict-check, and checklist every one of them, on the same categories and due dates your team already uses.
Selected work
Engagements we've kept moving
Questions
What practices ask first
Does the console give legal, tax, or financial advice?
No. It handles intake, scheduling, document collection, and deadline tracking: the administrative work around an engagement. Every professional judgment stays with your team.
How does intake triage work?
A new request is logged, checked against your existing clients for conflicts, matched to a document checklist for that matter type, and handed to the right person with a clean summary. Nothing gets retyped.
Will it chase clients for missing documents on its own?
Yes. Outstanding items are tracked against your checklist and reminders go out on a schedule you set, so your team isn't the one sending the third follow-up email.
Does it fit our existing practice management system?
It integrates with the practice, matter, and billing systems you already run, so your team keeps the platform it knows.
Is client and matter information kept private?
Yes. Document stores and the knowledge assistant run on your own data with matter-level access controls, and nothing is shared across engagements or firms.
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