I build AI employees that move intake, matter work, and billing forward in your firm’s systems. Your attorneys spend more time on clients and legal work.
Get party names and route conflict review to staff.
After clearance, find a slot and send reminders.
Send the firm-approved packet after attorney acceptance.
Chase signatures and retainer status. Update the matter record.
More inquiries become retained matters.
Respond to prospects, collect intake details, route conflict review, and book consultations. After firm approval, send engagement packets and follow up on missing signatures and retainers.
More case capacity per team.
Build source-linked timelines, find facts across permitted files, and chase missing documents. Prepare substantive drafts for attorney review and keep approved administrative tasks moving.
Less work left unbilled.
Find gaps between recorded activity and time entries. Prepare entries from actual work for review, assemble invoice drafts, and follow up on approved outstanding bills.
Give one practice area an intake coordinator that carries each inquiry through the firm’s engagement process.
Measure retained matters, collected fees, and staff time per intake.
The firm controls conflicts, acceptance, legal advice, deadlines, and fees. Routine administrative actions follow its approved rules.
I connect the workflow to your practice software, email, calendar, and document store where access permits. We set matter-level permissions, action logs, and a clear route to staff when something fails.
The firm approves the tools, vendor terms, access, retention, and any required consent before client data is processed. Matter access is limited to the assigned job. Confidentiality requirements shape the implementation.
Attorneys review substantive work and control legal decisions. Billing drafts must reflect actual work and approved fees. Administrative follow-ups can run automatically under firm policy; exceptions go to staff.
Clio describes a recurring AI matter workflow that uses documents, calls, and emails to prepare summaries and next actions. The ABA’s guidance informs how we build attorney review, confidentiality, and billing controls into the job.
You work directly with Ruidi.From assessment through launch.
Show me where revenue stalls or routine work eats into your margin. In a free, 15-minute assessment, we’ll find the job worth giving to AI. Within 48 hours, you’ll have a proposed scope and expected business impact.
I studied computer science at UIUC and built financial infrastructure and production AI systems. You work with the engineer who connects, tests, and launches your employee.
Fixed scope and price before work starts. No obligation.