AI operating system for independent law firmsIllustrative demo data

Five agents. One shared money loop for your firm.

Marketing, Sales, Admin, Finance, and Client Service run one shared money loop. Below: fifteen jobs the agents own, and the sub-hubs they draw from.

Available in prototype

Source qualified demand from your firm's site and channels.

0 matching · 3 sub-hubs

Publish a legal site
AI does it
Generates practice-area pages and free-tool widgets.
Tools you use
Site editor · templates · widget library
Run a channel that qualifies
AI does it
Screens inbound by fit, jurisdiction, and intent.
Tools you use
Channel dashboard · UTM manager · form builder
Attribute demand back to source
AI does it
Ties matter outcomes to originating channel or partner.
Tools you use
Attribution report · source ledger

Available in prototype

Qualify leads, book consults, and follow up until a decision.

0 matching · 3 sub-hubs

Qualify a new lead
AI does it
Scopes matter, checks conflicts, scores fit.
Tools you use
Intake inbox · qualification worksheet
Book and prep a consult
AI does it
Schedules, sends reminders, drafts the pre-call brief.
Tools you use
Consult calendar · brief editor
Close and retain
AI does it
Assembles the retainer, follows up, confirms payment.
Tools you use
Retainer editor · e-signature · payment link

Available in prototype

Prep consults, open matters, and run the practice.

0 matching · 4 sub-hubs

Open a matter cleanly
AI does it
Creates the matter file with parties, deadlines, and tasks.
Tools you use
Matter workspace · task board
Draft and route documents
AI does it
Drafts filings and letters from playbooks; routes for review.
Tools you use
Document library · playbook editor · review queue
Run a practice area
AI does it
Applies area-specific rules (PI, family, immigration, …).
Tools you use
Practice-area cockpit · deadline flags

Available in prototype

Bill, collect, reconcile trust, and close the books.

0 matching · 1 sub-hubs

Send a bill
AI does it
Compiles time and expenses into a defensible invoice.
Tools you use
Invoice editor · fee schedule
Take a trust-safe payment
AI does it
Routes funds to operating or trust per rule.
Tools you use
Payment link · trust ledger
Close the month
AI does it
Reconciles trust, flags variances, drafts the report.
Tools you use
Reconciliation console · month-end report

Available in prototype

Keep clients informed, updated, and renewed.

0 matching · 2 sub-hubs

Message a client
AI does it
Drafts status updates and answers routine questions.
Tools you use
Client inbox · reply templates
Publish a case update
AI does it
Summarizes filings and hearings for the client portal.
Tools you use
Case portal · update composer
Renew a matter
AI does it
Detects renewal signals; opens the next engagement.
Tools you use
Renewal queue · follow-on workflow

Platform

Runs across every agent.

Cross-cutting sub-hubs

Reference

Browse the full 259-tool catalog

Every capability, grouped by category, with its state label.