For solo and small law firms
Less time on intake and admin. More time practicing law.
We build working systems for solo attorneys and small firms: a research assistant, intake screening, scheduling, client status updates, first drafts for attorney review, and organized documents. Everything is built around your duty of confidentiality and the way your office already runs. Then we train your team until they run it themselves.
10+ years in product and technology including at Waymo and Workday.
Based in Loomis, CA. Serving Rocklin, Roseville, Granite Bay, Auburn, the Sacramento area, and remote.
What changes
Sound familiar?
The practice of law is not the problem. The admin around it is.
In a small firm, the attorney is often also the receptionist, scheduler and file clerk. These are the tasks that crowd out the legal work.
What we build
Systems that handle the admin, with you in control.
Each one fits your practice management software, your calendar and the way your office already works.
Intake screening
New inquiries answer a few plain questions you choose, so you can see at a glance whether a matter fits your practice before you spend time on a call.
Scheduling
Prospects and clients book consultations and meetings into open times on your calendar, with reminders, and no email chains.
Client status updates
Clients get regular, plain-English updates on where their matter stands, drawn from your own notes and approved by you or your staff.
A research assistant
Ask a legal or factual question in plain words and get a summary with links to the sources it used, drawn from the research tools and files you choose. An attorney checks every source and citation before relying on it.
First drafts for attorney review
Routine letters and documents start as a draft built from your own templates and past work. An attorney reviews and edits every draft before it is used.
Document organization
Incoming documents are named, sorted and filed with the right matter, so the current version is easy to find.
An attorney stays in the loop. Every AI draft and research summary is reviewed by an attorney, and nothing the system sends to clients or prospects gives legal advice.
Before and after
What a normal week can look like.
An illustration of the kind of change we aim for, not a promise of specific results.
Confidentiality
Built around your duty of confidentiality.
Client information is handled with your professional obligations in mind. We choose tools whose terms fit confidential client data, keep that data to the minimum each system needs, and show you where it is stored and who can see it.
AI drafts are always reviewed by an attorney before they are used. Nothing we build gives legal advice to clients or prospects; it gathers information, schedules, and shares updates you have approved.
How we work
We build it, then stay until your team runs it.
A system nobody uses is not worth building. Adoption is part of the job, not an extra.
01
Learn how you work
We start with a conversation and a look at how work actually moves through your business today: the calls, the spreadsheets, the shortcuts.
02
Build around it
We build the system to fit the tools and habits you already have, and only change what needs changing.
03
Train until it sticks
We work alongside your team, answer questions, and adjust the system until using it is just how the work gets done.
04
Hand it over
Your team runs it on their own. Ongoing support is optional, and only for the things you cannot do yourselves.
Start with a conversation
Tell us where the admin piles up.
In a free 30-minute consultation, walk us through how a matter moves from first inquiry to close. We will tell you plainly where a working system would help, and where it would not.
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