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United States · For professional firms

Software, systems, and AI for American law firms, consultancies, agencies, and architects. Time, billing, and proposals joined up with QuickBooks and your practice software, so work done gets billed.

Software we connect to

Keep your software. We make it talk to the rest, and build what is missing.

  • QuickBooks
  • Clio
  • 8am MyCase
  • Smokeball
  • BQE CORE
  • Karbon
  • HubSpot
  • Asana
  • monday.com
  • Harvest
  • Microsoft 365
  • Google Workspace
  • Xero
  • Zoho
  • Salesforce
  • Slack
  • Notion
  • Stripe
  • Shopify
  • SAP
  • Oracle NetSuite
  • Odoo
  • Power BI
  • Zapier

The problems we solve

Does this happen in your business?

  • Partners carry the biggest client files, so business development waits for a slow week
  • Time gets entered on Friday from memory, and realization drops where nobody can see it
  • Practice software, QuickBooks, and the project tool each hold a different record of the same job
  • Flat-fee and retainer work grows past scope with no change order raised
  • Invoices go out late, and accounts past due get chased only when cash is tight
  • Engagement letters are rebuilt from the last similar one, with wording written for another state

Packages

Choose the headache. We take it from there.

Each package begins with a short call about how your business works. We quote the price after that call.

Package 01

Time to Invoice

Time captured as the work happens, turned into draft invoices in QuickBooks or your practice software, and followed up until paid.

  • Weekly draft timesheets built from calendars and project tools, for each person to confirm
  • Draft invoices from confirmed time and agreed milestones, with LEDES files where clients require them, sent when a partner signs off
  • Reminder emails on a schedule you set
  • A weekly view of work in progress and accounts receivable by age
Package 02

Proposal & Engagement Engine

Proposals and engagement letters assembled from your own past work and templates, with every inquiry tracked to a decision.

  • Past proposals and fee estimates organized into a searchable library
  • First-draft proposals and engagement letters from your templates for each state, for a partner to edit
  • Inquiries from the website, email, and referrals logged in your CRM
  • Follow-up on proposals that have gone quiet, and digital signing once accepted
Package 03

Firm Knowledge Assistant

A private assistant that answers from your firm's own precedents, specifications, and procedures and shows where each answer came from.

  • Built on your documents in Microsoft 365 or Google Workspace
  • Answers with links back to the source file
  • Access limited to your staff, with client matters kept separate
  • Data handling agreed before build, with privacy and ethics obligations staying with your firm and its advisers

How it works

How a project runs.

Tell us once how things really work. After that, the headache is ours.

  1. 01

    Listen

    First we sit and listen to how the work really runs. Only then do we build anything.

  2. 02

    Pick

    We choose the one or two fixes that save the most hours, and park the rest.

  3. 03

    Build

    We build it and connect it to your software. You keep running the business.

  4. 04

    Hand over

    Your team learns it on real work. A person checks anything a customer will see.

  5. 05

    Stay close

    We do not vanish after launch. An optional monthly plan keeps it running and improving.

Frequently asked

We already use Clio, 8am MyCase, or QuickBooks. Do we replace them?

No. We start from the tools you run and connect them, so time, matters, and invoices follow one record. IOLTA and other client trust accounts stay with your firm and your bookkeeper.

What about client confidentiality?

Data handling is agreed before anything is built: where data flows, who can see it, and which tools are allowed. Our team works from India, so we settle what we can access first. State bar and other professional rules stay with your firm.

Does the AI send anything to clients?

No. AI drafts and prepares. A person in your firm reviews and approves every proposal, invoice, and client message before it goes out.

Can you work with a small firm?

Yes. A solo practice or small partnership can start with one problem, such as unbilled time. The scoping call gives you a plan and timeline before you commit.

Tell us what is giving you headaches. If a package fits, we say which one. If software is not the answer, we say that too.

We email you first, and call if we need to.

A few lines is plenty.

We reply within one business day. See our privacy policy.

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