A custom agent for intake summaries, first drafts, and deadline tracking, built on Clio, Lawmatics, or the case-management system your firm already runs. Everything it produces is a draft for attorney review — built once, then operated on a monthly retainer.
Concrete examples, not a feature list. Each build starts from one workflow like these, scoped against the systems you already run.
New inquiries from your website, phone transcripts, or Lawmatics arrive as a structured brief: matter type, jurisdiction, urgency, and conflict-check names. Attorneys read one page instead of a raw voicemail transcript.
Drafts engagement letters, demand letters, and routine motions from your own templates, flagging every citation for verification instead of inventing authority. Nothing leaves the firm without attorney review — output is a starting draft, not a filing.
Reads court notices and correspondence, extracts dates, and checks them against Clio or your docketing calendar. Discrepancies go to a human before anything on the calendar changes.
Turns rough time entries into client-ready narratives that follow your billing conventions, batched in Clio for review before pre-bills go out. Partners edit less and write off less.
Point solutions for one job — an AI receptionist, a standalone drafting tool — run roughly $50-500/month; the retainer is for firms that want intake, drafting, and docketing connected to their case-management system and owned by the firm.
Setup is fixed-scope and quoted after discovery. Retainers start at $3,000/month depending on workflow complexity and support level.
We map your operations and pick the one workflow where an agent saves the most hours or revenue. You leave with a written scope, a timeline, and a fixed setup quote.
We build the agent on your tools, your data, and your compliance requirements — not a template. You review it against real cases before it goes live.
We host, monitor, and keep improving the agent: hosting and model costs, uptime monitoring, a monthly iteration cycle, and support with a response-time SLA.
Client files stay in systems you control, and the agent’s access is scoped by matter type. We do not train models on your data, and model calls run under agreements that bar the provider from training on your inputs. The full data path is documented so you can answer client and bar questions about where privileged material goes.
No. It prepares drafts, summaries, and checklists for attorney review — it does not give legal advice, sign anything, or file anything. Where that line sits is written into the scope, so responsibility stays with licensed attorneys.
Clio, MyCase, and Lawmatics have well-documented APIs we integrate directly, and NetDocuments supports integration for document retrieval. If part of your stack is older, we work from exports or watched folders. Feasibility is confirmed in discovery, before you sign anything.
Book a discovery call. We will scope one workflow, quote a fixed setup, and tell you honestly if an agent is not the right fix.
See the full Custom Company Agents offeringOther ways to put agents to work — managed plans, internal assistants, and full custom development.
See similar projects we have shipped end-to-end
Gamified longevity research platform with DeSci mechanics, on-chain integrations, and real user traction.
View case studyBlockchain-integrated app shipped for scale with clean UX and growth-oriented architecture.
View case studyOn-chain ticketing stack with smart-contract orchestration and fraud-resistant event workflows.
View case study