Can you integrate with Clio, PCLaw, or our document management system?
Yes. Cloud practice management platforms such as Clio expose APIs we can sync matters, contacts, and time entries through. Older desktop systems such as PCLaw are usually integrated through database access or scheduled exports. Document stores such as Dropbox, SharePoint, or NetDocuments can be connected so case files stay where they are.
Is client data safe with AI? What about privilege?
Client documents never go to public consumer AI tools. We run AI inside your own isolated cloud environment using enterprise model endpoints that do not train on your data, with role-based access, encryption, and audit logs. Lawyers review every AI output before it is relied on, so professional judgment stays with the firm.
How can AI help with discovery?
For a trucking litigation firm we built templates that generate discovery requests from each case's facts and parties, and private AI that reads defendants' responses and tracks how completely each request was answered. Lawyers see gaps immediately instead of comparing documents by hand.
Do you replace our trust accounting or billing system?
Usually not. Trust accounting has strict regulatory rules, so we typically integrate with the accounting system you already trust rather than replace it. We build the workflows around it, such as time capture, matter budgets, and billing review, so data moves without re-keying.
Can you build a client intake or lead triage tool?
Yes. We have built AI lead discovery for a law firm that monitors news for relevant trucking accidents, summarizes each one, and assesses viability. We also build intake workflows that capture new matters, check them against existing client and party records, and route them to the right lawyer.