AI SYSTEMS FOR LAW FIRMS

AI systems that convert inquiries into retained clients and never miss a follow-up

Built for law firms and solo practitioners tired of losing retainers to slow intake, manual follow-up, and a client communication process that runs on sticky notes.

NO COMMITMENT · JUST CLARITY

Built for how firms actually retain

Three interlocking AI systems covering every revenue-critical workflow in your practice. Not a case management template. Not a chatbot. Built for legal, from scratch.

01

AI Intake & Lead Qualification

Instant response to every new inquiry — under 60 seconds, 24/7. Qualifies case type, incident timeline, and jurisdiction automatically. Books consultations and sends intake forms without a paralegal touching it.

INTAKE QUALIFIED
Jennifer K.
Jennifer K.
PERSONAL INJURY
Case type: Motor vehicle accident
Incident date: Within statute
Jurisdiction: Confirmed
Consultation booked · Wednesday 3pm
02

Client Communication Automation

Automated case status updates, document request sequences, deadline reminders, and check-in messages — all personalized to each client's matter. Clients feel informed without your team sending a single manual email.

CLIENT UPDATES
Jennifer K. · Status update sent
Discovery phase
Marcus T. · Document request
Awaiting response
Sarah R. · Deadline reminder
Filing due Friday
12 clients updated today
03

Referral & Review Engine

Post-matter review requests, referral ask sequences, and past-client check-ins running automatically. Your best source of new business — past satisfied clients — works for you without you lifting a finger.

REFERRAL PIPELINE
Jennifer K.
Jennifer K.
Matter closed 2 weeks ago
REVIEW SENT
Marcus T.
Marcus T.
Matter closed 1 month ago
REFERRAL RECEIVED
Sarah R.
Sarah R.
Matter closing Friday
QUEUED
0 referrals this month

What firms see in 60–90 days

Not vanity metrics. Numbers that show up in your retained client count and billable hours.

FASTER INTAKE RESPONSE

AI responds to every new inquiry in under 60 seconds — every channel, 24/7. No inquiry goes cold while your team is in court or on a call.

20H
SAVED PER WEEK

Intake processing, client updates, document chasing, and follow-up sequences shifted to automated workflows. Paralegals focus on casework only.

+35%
RETENTION RATE

Faster intake response and instant qualification means more inquiries convert to retained clients before they call the next firm on their list.

REFERRAL VOLUME

Systematic post-matter review requests and referral sequences keep past clients sending new business automatically.

THE REAL PROBLEM

You're not losing clients to better lawyers. You're losing them to the firm that called back first — and losing referrals to firms with better follow-up systems.

01

Inquiries go cold fast

Legal prospects in distress contact multiple firms simultaneously. If your intake is slow or your follow-up is manual, they've retained someone else before you even respond.

OVERDUE
12m 45s
02

Paralegals buried in admin

Intake forms, consultation scheduling, document requests, status update calls — your paralegal team spends 50% of their time on tasks that AI can handle. That's billable capacity going to waste.

Scheduling
03

Clients kept in the dark

No automated update system means clients call constantly asking for case status. That erodes trust, damages reviews, and costs you referrals from your best-served clients.

NO RECENT UPDATE
04

Referral network runs on luck

Most firms rely on hoping past clients remember to recommend them. A systematic post-matter sequence turns every closed case into an active referral opportunity.

★

OUR SCOPE

Built for Every Part of Your Legal Practice

AI Intake Qualification Consultation Booking
Document Chase Automation
Client Status Updates Post-Matter Review Requests
Referral Sequences Deadline Reminder Systems
Conflict Check Automation
LOOPSUIT®
Solo Practitioners
Boutique Law Firms
Personal Injury Firms
Family Law Practices
Immigration Attorneys
Real Estate Attorneys

RECENT WORK

AI Systems That Move Inquiries Into Retained Clients

The systems we build for law firms use the same architecture we've already shipped in production.

Intelligent Intake & Routing Architecture

Same intelligent intake and routing architecture as a legal qualification and booking engine. High-volume processing with zero manual friction.

Legal Intake Lead Scoring
89%
Response rate
Zero
Manual entry
24/7
Active intake
Workflow

Automated Content Production Pattern

Same automated content production pattern as client update and referral sequences. Ensures every client stays informed without manual drafting.

Client Updates Referral Engine
10×
Update volume
90%
Less admin
Production ready

Who We Are

We are a senior product designer + AI engineering team. We shipped enterprise-grade production work for TD Bank — 7M+ users, regulatory constraints, accessibility compliance. Then we brought that same standard to AI systems.

01 — Enterprise Anchor

TD Bank — 7M+ Users

Led UI/UX for a mobile banking app serving millions across North America. This is the design credibility behind every system we ship.

02 — Same Team Ships It

Senior Designer + AI Builder

We don't hand off between design and engineering. The person who designs your system builds it. No dropped context, no translation layer.

03 — Production, Not Pitches

Revenue tools, live in production

We measure what ships, not what looks good in a deck. Every system we deliver is live, measurable, and owned entirely by you.

QUESTIONS WE GET

QUESTIONS WE GET

From firm owners and managing partners who want real answers before they get on a call. We map out exactly where your intake is leaking retainers.

AI Knowledge Base Active
Does this work with my current practice management software (Clio, MyCase, PracticePanther, etc.)? +

Yes. We build systems that layer on or integrate with your existing platform. Most have APIs or webhook support.

Is this compliant with bar association communication rules? +

We build the automation infrastructure — all message templates are reviewed by your team before go-live to ensure they meet your jurisdiction's professional conduct rules.

How fast can we go live? +

Most firms are live within 2–3 weeks. We scope, build, test, and hand off with full documentation.

Do we need technical staff? +

No. We handle the full build. Your paralegal or office manager can run the dashboard with zero technical background.

What's the typical investment? +

Engagements typically start at $3,000–$5,000 for a single system. Full practice automation ranges from $7,000–$15,000 depending on practice area and volume.

Can this work for a solo practitioner or only for larger firms? +

Both. We've built for solo attorneys and multi-partner firms. The systems scale to your case volume.

STRATEGIC PARTNERSHIP

STOP LOSING RETAINERS TO
FIRMS THAT RESPOND FASTER.

Book a free 20-minute strategy call. We'll map out exactly where your intake is leaking and what a custom AI system would look like for your firm.

WE WORK WITH 2–3 NEW FIRMS PER QUARTER
NO COMMITMENT
20 MINUTES FLAT
BUILT TO YOUR SPEC
Live Pipeline Active