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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.

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Filter by capability stateStateAll203Prototype59Preview0Vision144
Filter by surfaceSurfaceAll surfaces203AI does it59Tools you use144

The five agents

Marketing

Available in prototype

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

28 matching · 3 sub-hubs
Acquire11Analytics16Marketplace1
  • 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

Sales

Available in prototype

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

22 matching · 3 sub-hubs
Intake2Convert10Contracts10
  • 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

Admin

Available in prototype

Prep consults, open matters, and run the practice.

53 matching · 4 sub-hubs
Practice Management13Documents17Practice-Area Suites15Operations8
  • 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

Finance

Available in prototype

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

14 matching · 1 sub-hubs
Retainers14
  • 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

Client service

Available in prototype

Keep clients informed, updated, and renewed.

27 matching · 2 sub-hubs
Client Service12Litigation15
  • 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.

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