ISO 27001:2022 Certified. AICPA SOC Audited.

AI automation for law firms. Intake and paperwork off your attorneys' desks.

We build AI automation for the work around the legal work: client intake, first drafts from your own templates, client status questions and deadline tracking. Your attorneys approve every output before it reaches a client or a court.

Already built for a Las Vegas family law firm. See what changed

01Sign the clientIntake
  • Guided intake forms
  • Inquiry follow-up
  • Conflict check prep
  • Engagement letters
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02Keep clients informedClient communication
  • Case status answers
  • Email sorted by matter
  • Scheduling and reminders
  • Document requests
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03Do the paperworkDocuments
  • Drafts from your templates
  • Data pulled from client files
  • Error and consistency checks
  • Version comparison
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04File and trackDeadlines and filing
  • Filing packet assembly
  • Pre-filing checks
  • Deadline calendaring
  • Matter status updates
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Runs every dayWhat AI handles
What AI handlesAsks only the questions the matter needs and builds the client record
What AI handlesAnswers routine status questions and routes legal questions to an attorney
What AI handlesDrafts documents from intake data and flags gaps for review
What AI handlesAssembles packets and calculates deadlines for attorney approval
Wisdom SquareWhat our team does
What our team doesMaps your intake questions by practice area and builds the flow
What our team doesSets the answers, tone and escalation rules with your staff
What our team doesLoads your templates and clause preferences, then tests output with your attorneys
What our team doesConnects to your calendar and case management system
Underneath it allAttorney approval on every outputWorks with the tools you already useNo platform bias: we pick the tool per workflowISO 27001:2022 and AICPA SOC controls
Stage of a matter What AI handles What our team builds and runs
Built for a law firm already

We built a Las Vegas family law firm's uncontested divorce service around AI.

Clients answer a short set of questions instead of filling in long forms. AI prepares the divorce documents from those answers, and the legal team reviews them instead of drafting from scratch. We also built the firm's guided chatbot for new inquiries.

The usual way

Clients work through long forms. Staff re-key the answers and draft each document by hand.

What we built

A short guided flow captures what the matter needs. Documents are generated from it for attorney review.

AI builds for one Las Vegas family law firm: an uncontested divorce document platform and a guided chatbot for new inquiries
Certified consultants across cloud, data science and generative AI
The year we started building software and IT for US businesses
1Intake

A short guided intake instead of a long questionnaire.

Prospective clients answer only what their matter needs. Questions branch by practice area, so a lease dispute and an estate plan don't get the same pages. The answers become the client record your team works from.

  • Web, email and phone inquiries in one place
  • Follow-up when an inquiry goes quiet
  • Questions that branch by practice area
  • Conflict check information collected up front
  • Consultation booking
  • Engagement letters drafted from the answers
AI runs the intakeWe map your questions
Guided intakesample

Is there a written agreement between you and the other party?

Yes, a signed contractUpload it on the next step
Yes, but only by email
No written agreement
Questions about property and children are skipped. They don't apply to this matter.
2Client communication

Clients get answers at 9 pm. Your attorneys get fewer status calls.

An AI assistant answers routine questions from the matter record: what's been filed, what's still needed, when the next date is. It never gives legal advice. Those questions go to the attorney with the conversation attached.

  • Case status answers by chat or email
  • Incoming email matched to the right matter
  • Reply drafts for staff to approve
  • Appointment scheduling and reminders
  • Requests for missing documents
  • Hand-off to staff with full context
AI answers and routesWe set the rules with your staff
Client assistantsample conversation
Client, 9:41 pmDid you get the bank statements I sent? And when is my hearing?
Firm assistantYes, both statements arrived on October 3. Your hearing is November 12 at 9:00 am. We still need last month's pay stub. You can upload it here.
Client, 9:43 pmShould I agree to sell the house?
Firm assistantThat's a question for your attorney. I've sent it to your legal team and booked a call for tomorrow at 11:30 am.
Sent to the attorney with a conversation summary
3Documents

First drafts in your firm's format, ready for attorney review.

We load your templates, clause preferences and formatting. AI fills them from the intake record and the documents clients send, then flags anything missing or inconsistent. Your attorneys edit and approve.

  • Drafts from your own templates
  • Data pulled from statements, contracts and forms
  • Missing and conflicting information flagged
  • Version comparison between drafts
  • Clause choices kept to your library
  • Approval step before anything goes out
AI drafts and checksWe load and test your templates
Matter checklistsample matter
✓Intake completedClient
✓Statements and contracts readAI
✓First draft from firm templateAI
✓2 gaps flagged for reviewAI
→Attorney review and approvalAttorney
4Deadlines and filing

Approved documents become a checked filing packet, with the deadline on the calendar.

AI assembles the packet, checks it against the court's requirements and puts the deadline on your calendar. Nothing is filed until an attorney signs off.

  • Filing packet assembly
  • Pre-filing completeness checks
  • Deadlines calculated and calendared
  • Reminders before each date
  • Status updates on every matter
  • Audit trail of who approved what
AI assembles and checksWe connect your calendar and systems
Filing packetsample
Cover sheetchecked
Motion and declarationchecked
Supporting exhibitschecked
Certificate of servicechecked
Ready to file after attorney approvalDeadline added to calendar
How an engagement starts

We start with your workflow, not a software pitch.

  1. 1

    Process review

    We map how intake, client communication and drafting work in your firm today, and where staff hours go. You keep the map either way.

  2. 2

    Economics

    For each workflow we compare build cost against hours recovered, so you see which ones pay back.

  3. 3

    We tell you what's not worth it

    Some workflows don't clear the bar for automation. We say so before you commit, and we don't build them.

  4. 4

    Pilot, then scale

    We build one workflow end to end on your real matters. Once it proves out, we work down the list at your pace.

Security and supervision

Built for client confidentiality.

Attorney approval

Nothing reaches a client or a court until one of your attorneys approves it.

Certified controls

We hold ISO 27001:2022 certification and an AICPA SOC report.

Your data stays yours

We configure AI tools so client data isn't used to train models. Pending sign-off.

Controlled access

Role-based access and a record of who approved each document. Pending sign-off.

Questions

What firms ask us first.

Request a process review

A hire adds salary, benefits, training and management time, and takes months to recruit and ramp. Automation handles specific repetitive work, like intake questions and first drafts, and scales with your caseload. Some work still needs a person. We compare the cost of both for each workflow before recommending anything.

No. The assistant answers factual questions from the matter record, such as dates, documents received and next steps. Anything that needs legal judgment goes to an attorney, with the conversation attached.

We're not tied to any platform. We build on Microsoft, AWS, Google, Salesforce and ServiceNow, among others. Pending sign-off. Where your tools have an integration we use it, and where they don't we use other methods. We confirm what connects to your systems during the process review.

Yes. Where confidentiality requires it, we can host the AI model privately in your own cloud environment instead of using a public service. Pending sign-off.

Your team joins the process review call, shares your intake questions and templates, and checks the first drafts during the pilot. We do the mapping, building and testing.

No. We've built this for a family law firm, and the same approach applies to any practice with repeatable intake and documents: personal injury, estate planning, immigration, real estate, employment and more.

It depends on the workflow, the systems involved and how much customization it needs. We estimate the build cost for each workflow alongside the hours it recovers, so you can prioritise by payback.

We have a US office in New Hyde Park, NY, and our delivery team is in Bengaluru, India. Calls and reviews run in US business hours.

Free · No obligation

Request your process review.

Tell us where your team loses the most time: intake, client calls, drafting or deadlines. We'll come back with a shortlist of what's worth automating, and what isn't.

  • 30-minute call in US business hours
  • A workflow map you keep
  • A straight answer on what doesn't pay back

We'll never share your details. We reply within one business day.