Solutions · law firms
Business automation for law firms.
We automate what your firm repeats: intake, deadlines, document chasing. Your lawyers keep the judgement. Agents take the follow-up.
What repeats in law firms
- Intake before conflict checkForm, conflict check and engagement letter in one flow.
- Deadlines in three calendarsCourt and filing deadlines on the matter, tasks by role.
- Documents by email ping-pongSecure upload link with a reminder sequence.
Ready-made
Bundles for law firms
Start with one. Each runs on the pancake foundation, so the next one plugs into the same data and permissions.
Client intake
Conflict check, engagement, onboarding.
- Intake form and conflict check
- Engagement letter e-signature
- Matter opened automatically
Matter tracking
Deadlines and tasks per matter.
- Court and filing deadlines
- Task assignment by role
- Weekly client status mail
Document requests
Chase missing documents without email ping-pong.
- Secure upload link
- Reminder sequence
- Checklist completion tracking
Agents
The agents that usually join a law firms team
Each one works a queue your people used to work by hand, and hands back anything outside its rules.
- Intake agent
- Deadline agent
- Document chaser
- Status mail agent
- Report agent
Integrations
Connected to what law firms already run
Official APIs where they exist, partner connectors where they do not, and a custom integration when neither fits.
- E-signature
- Document storage
- Court calendars
- Accounting