SuitePlatformTrust
15 tools0 AI does it · 15 tools you use
Demo data

Trust / Compliance

Bar-defensible AI with consent, audit, and escalation.

Flagship demos

Where this suite sits in the loop

  1. Step 1
    Demand

    Capture intent from every source: web, phone, marketplace.

  2. Step 2
    Qualify

    Reason-coded fit, jurisdiction, urgency, value.

  3. Step 3
    Convert

    Book the right consult, brief the attorney.

  4. Step 4
    Deliver

    Retainer, matter, and client service in one loop.

  5. Step 5
    Measure

    Clients, not clicks — attributed by source.

All tools in this suite

AI Disclosure Controls
Vision
Tools you use

Show when AI is used, what it can/cannot do, and when human/attorney review is required.

UPL / Scope Guardrails
Vision
Tools you use

Prevent AI from forming attorney-client relationships or giving legal advice outside configured rules.

Consent & Terms Manager
Vision
Tools you use

Intake consent, SMS consent, AI disclosure, payment terms, and engagement scope.

Audit Log
Vision
Tools you use

Record every AI action, staff action, lead status change, document send, and payment event.

Data Retention Controls
Vision
Tools you use

Retention and deletion policies by firm, matter, lead, and jurisdiction.

Role-Based Access Control
Vision
Tools you use

Attorney, paralegal, intake, billing, agency, client, and reviewer permissions.

PII / Sensitive Data Controls
Vision
Tools you use

Masking, secure storage, export controls, and sensitive matter flags.

Conflict / Confidentiality Controls
Vision
Tools you use

Conflict-check-lite, adverse party capture, and sensitive matter handling.

Complaint / Incident Tracker
Vision
Tools you use

Complaints, disputes, errors, unclear pricing, and AI output corrections.

AI Eval / Quality Review
Vision
Tools you use

Test AI outputs by practice area, risk type, confidence, and attorney disagreement.

Security Review Page
Vision
Tools you use

SOC2-style posture, encryption, access logs, vendor list, and data-processing terms.

Regulatory Change Monitor
Vision
Tools you use

Track bar guidance, court rule changes, SMS rules, and privacy requirements.

Trust Metrics Dashboard
Vision
Tools you use

Refunds, chargebacks, complaints, opt-outs, AI corrections, and escalation latency.

More Fount

Explore the rest of the suite

Five agents. Fifteen jobs. One shared money loop.