AI automation for law firms

A small law firm runs on deadlines that only live in someone's head.

The case goes to whoever calls back first.

Book a fit call
4:40pmFriday intake, gone by monday
3rdAsk before a doc arrives
$0Billed while explaining status

$4,500 · live in 7 business days · nothing sends without your click

Where the money goes

Three leaks, every practice like yours.

4:40pmFriday intake call
3rd askBefore a client sends the document
2x / weekSame client, same question
The axiom

A law firm's real risk is not losing an argument. It is a calendar entry nobody made.

Intake that answers too slowly

By Monday they have called two other firms.

The document chase

Each one written by hand, again.

Clients who do not know what is happening

Billable time spent saying nothing new.

Matters with something outstanding matters
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Illustrative shape · the amber bar is where you are now
How the system works

Your data in. A drafted message out.

Input Clio matter data Open matters, outstanding items, filing dates
AI reasoning Checks every matter against your threshold Flags what is late and who owes what
Output Drafted follow-up Names the document and the deadline it feeds
The hard gate

Nothing reaches a client without you clicking send. That is not a setting you can turn off.

What you actually see

One screen. The work already done.

Morning brief3 matters need a nudge
Ruiz v. Ruiz Medical records release · 19 days out
overdue
Estate of Calder Signed retainer never returned · 11 days
overdue
Nguyen immigration I-693 outstanding · filing window Aug 14
urgent
SAGE · the document chase Watching
6:01 AMscanning 34 open matters
6:03 AM12 items outstanding past threshold
6:05 AMdrafting 3 follow-ups
Draft to Marisol Ruiz
Hi Marisol, we're still waiting on the signed medical records release. It's the last piece before we can request your file from Sharp, so it sets our timeline. Can you send it back this week?
Held for your approval · nothing sends until you click
What your software does not do

You already pay for Clio. This is the gap.

Clio aloneWith SAGE
Stores the matterYesYes
Notices an 11-day gapNoYes
Writes the follow-upNoYes
One view of all outstanding itemsNoYes
Survives a paralegal being outNoYes
The change

Same practice. Different Monday.

Right now
  • A paralegal's memory is the tracking system
  • Follow-ups written from scratch, every time
  • Client calls twice a week to ask
  • You find out it is late when it is late
VS
After the first build
  • One screen shows every outstanding item
  • The follow-up is drafted, naming the document
  • Clients hear from you before they ask
  • The deadline warns you, not the other way
The first build

We start with the document chase.

Document chaseEvery outstanding item across every matter, in one place.
Deadline warningsFlagged before the filing window closes, not after.
Client statusThey hear where things stand before they call to ask.

Inside Clio, MyCase, PracticePanther, Outlook or Gmail, Dropbox or NetDocuments · no migration

How it works

Four steps. Then it runs without you.

01
A 30-minute fit call

Free. I tell you which leak is costing you most, and talk you out of it if the math is not there.

02
We scope what it can see

In writing, before anything connects.

03
First system live in 7 business days

Running on your real data. Not live in 7 days means I keep working free.

04
A 90-day roadmap for the rest of it

Sprint within 30 days credits the $4,500.

Before you book

Questions law firms ask.

Is this going to touch privileged client information?

We scope exactly which systems it can see, in writing, before anything connects.

Can it send anything to a client on its own?

No. Every client message is a draft until an attorney clicks send.

We already pay for Clio. Why do we need this?

Clio stores the matter. It does not notice an eleven-day-old gap and write the follow-up.

Other practices

The leak is different in every kind of practice.

Accounting FirmsFirst build: client document collection Insurance AgenciesFirst build: renewal outreach Financial AdvisorsFirst build: review cadence and meeting prep All industriesSee the full list

Start with the thing that slips the most.

Book a fit call