An inquiry arrives. Who follows up?
Give each inquiry an owner, check the intake information, and create the next task so your team can follow through consistently.
Built in Miami. Local support. Same timezone.
Grow Your Firm.Give Your Team the Capacity to Keep Up.
Your paralegals shouldn’t spend their day chasing documents. You shouldn’t need three spreadsheets to see where matters stand. We build custom software that helps your firm organize intake, move work forward, and serve more clients—with fewer repetitive tasks.
Streamline intake. Organize casework. See your numbers. Give your team more capacity.
- Custom-built
- around your firm’s processes
- Human-controlled
- where judgment matters
- Designed to connect
- with your existing tools
Legal operations, made practical
Where is repetitive work slowing your firm down?
When every new matter brings more chasing, copying, and status checks, your team’s capacity gets stretched. We build around your existing tools to make those everyday processes easier.
Still chasing missing documents?
Give your paralegals a clear view of what has arrived and what is missing, with reminders that follow your firm’s process.
A matter stalls between handoffs.
Assign the next step, track ownership, and surface work waiting for attention so your team knows what to move forward.
Another call asking for an update?
Prepare routine updates and follow-up reminders, with approval steps where needed, so your team can keep clients informed.
Answers scattered across systems?
Bring intake, matter activity, and collections into one view so you can see where work is waiting and ask better questions.
Entering the same information twice?
Connect your practice management, email, and other tools where supported, so your team spends less time copying client information.
Designed around your stack Clio · MyCase · email · document storage · accounting tools · calendars · and the systems your firm uses every day.
Examples of what we can build
Designed for the work already moving through your firm.
01
Contract Review Workflow
- Contract uploaded
- Specified clauses identified
- Firm criteria applied
- Exceptions flagged
- Attorney review task created
- Result logged
02
New Client Intake
- Potential client submits intake
- Information structured
- Required fields checked
- Case type identified
- Appropriate team notified
- Follow-up tasks created
03
Discovery Document Processing
- Documents received
- Content classified and extracted
- Entities and dates identified
- Documents routed appropriately
- Results requiring review flagged
- Processing history retained
Does one of these sound familiar? Let’s look at your firm’s version.
Request your free workflow reviewA practical place to start
You explain how the firm works.
We handle the technical details.
Start with one recurring process. We map the steps with your team, define the build, and validate the result with the people who will use it.
- 01
Understand the work
Show us where information arrives, who handles it, and what slows things down.
- 02
Agree on the scope
Define the tools, responsibilities, and pricing for a focused first project.
- 03
Build and validate
We handle configuration. Your team checks that the workflow fits the way the firm operates.
- 04
Launch with a plan
Agree on rollout, team guidance, and support before the workflow goes live.
AI-assisted document workflow
Your firm’s criteria. A clearer path through the paperwork.
Walk us through what your team looks for in a document. We translate that process into a focused workflow, with AI-assisted analysis and human review where needed.
Document In
Send a contract, intake form, discovery document, correspondence, PDF, or other file into the workflow.
Your Firm’s Rules
We help turn your existing criteria into clear instructions: what to find, flag, extract, compare, or route.
We configure it with you.AI-Assisted Analysis
AI applies the document and your firm’s criteria to one defined task—such as summarizing, classifying, extracting, comparing, drafting, or identifying items for human review.
Analysis support. Human judgment retained.Review. Refine. Improve.
Your team reviews the result, then we tune the rules and instructions as the workflow improves over time.
A feedback loop built around your firm.Beyond the document · Connected operations
Start with a trigger.
Put the result to work.
A new inquiry, an incoming email, a case update. We can build workflows that respond automatically, apply your firm’s rules, and deliver useful results into the tools your team already uses.
From event to outcomeIllustrative workflow
01 / Something happens
New client inquiryIntake form submitted
Email or documentNew information received
Case update or scheduleA status changes or a timer runs
02 / Your workflow responds
AI, with a defined job.
Classify the input. Extract what matters. Prepare the next step.
Firm rules + approval checks
We configure the logic and any human approvals with your team.
03 / Approved actions follow
CRM
Create or update a recordSalesforce · client information
CASE
Route work to the case teamClio / MyCase · tasks and fields
TEAM
Notify, file, or prepare a draftEmail · calendars · document storage
A shared record of the work.
Each run can retain its inputs, rules, AI result, system actions, and human corrections for review.
- Inquiry received Input
- Required fields checked Rules
- Review task created Action
Examples of custom connections we can explore with your firm. Availability depends on your systems, access, and configuration. We plan information sharing, AI providers, logging, and retention with you.
Designed for professional judgment
AI where it helps.
Humans where they matter.
Automation does not have to mean losing control. Build review and approval steps into any workflow so attorneys and staff remain responsible for decisions that require human judgment.
AI analysisDefined task
↓Confidence / rule checkConfigured thresholds
↓Attorney or staff approvalHuman judgment retained
↓ActionOnly when approved
Operational leverage
Give your people
more capacity to do great work.
Your team brings the judgment, relationships, and experience. We build tools that take repetitive steps off their plate—so growth can mean more client impact per person.
Illustrative capacity model
The same clients. The same work. Better tools.
Start with 3 operations staff, each with 100 hours per month available for the workflows being compared. Assume the same client mix and service standards throughout.
For this example only, assume automation reduces hands-on work from 2 hours to 1 hour per client per month, including human review. These are hypothetical inputs, not measured results or a staffing forecast.
Traditional growth
At 300 clients / month
6 operations staff needed
300 clients × 2 hours = 600 hours
600 hours ÷ 100 hours per person = 6 staff
Automation-assisted growth
At 300 clients / month
3 operations staff needed
300 clients × 1 hour = 300 hours
300 hours ÷ 100 hours per person = 3 staff
| Clients / month | Traditional growth | With automation |
|---|---|---|
| 100 | 200 hours · 3 staff retained | 100 hours · 3 staff retained |
| 200 | 400 hours · 4 staff | 200 hours · 3 staff retained |
| 300 | 600 hours · 6 staff | 300 hours · 3 staff retained |
The model retains the existing team and adds staff only when workload exceeds its available hours. It covers the selected operational workflows, not total firm headcount or attorney caseload. Real staffing needs also depend on complexity, peaks in demand, and other responsibilities.
Time to be present.
Less copying, chasing, and re-keying. More room for thoughtful updates and responsive service.
Give every person backup.
Automated reminders, organized information, and review queues help your team keep work moving.
Hire for the next opportunity.
Use added capacity to absorb growth, then add people where expertise and relationships matter most.
Your workflow review is a starting point: we’ll identify the steps worth measuring so a later capacity estimate can reflect your firm’s actual workload.
Beyond AI · Custom software for your firm
Better tools for the everyday work, too.
Many operational problems don’t need AI. We also build dashboards, internal tools, and data analysis solutions that give your team clearer information and a simpler way to work.
Dashboards & reporting
Know which matters are waiting, where intake slows down, and how collections are trending. Bring your operational data together so you can make decisions with a clearer picture.
Example: an operations dashboard for your managing partner.Internal tools
Give every task an owner and every matter a clear next step. We build shared trackers, document checklists, approval queues, and portals around the way your team works.
Example: a shared intake workspace with clear ownership.Data analysis & organization
Understand which referral sources bring qualified inquiries and where work repeatedly gets delayed. We clean up records and analyze your data to help you find patterns worth acting on.
Example: understanding which referral sources bring qualified inquiries.Get clearer answers and simpler processes with tools built around your firm. AI is an option when it serves the task.
Explore all our servicesMiami, Florida
Meet the person building your firm’s software.
I’m Abraham Alvarez, based in Miami. We can meet at your office or over coffee, walk through the way your team works, and identify a practical place to start. You’ll work directly with the person building your software.
Local Support
Meet at your office or over coffee when an in-person conversation is more useful than Zoom.
Same Timezone
Get help during the hours your team is actually working.
Direct Access
Work directly with the people building your software.
Before we talk
A few questions you may already have.
Will we have to replace Clio, MyCase, or our other tools?
We first assess what can be improved around your current systems. Connections depend on the access and features those tools provide. We’ll explain any limitations before proposing a build.
How much time will my staff need to spend on this?
Your team helps explain the process and reviews the result. We handle the technical configuration and development. We agree on the people involved and the time needed as part of the project scope.
How would client information be handled?
Workflow design includes deciding what information is needed, which services receive it, who can access it, and how logging and retention should work. We discuss those choices with your firm before implementation. The initial review can use a description of your process without client documents.
What if our process doesn’t need AI?
We also build dashboards, internal tools, system connections, and rule-based automations. The solution follows the task. AI is considered where it can help, with review steps defined by your firm.
How much does a project cost?
Pricing depends on the workflow, systems involved, and scope of the build. The free review helps identify a useful starting point. We then define the scope and pricing for you to consider before development begins.
What will we cover in the free 20-minute review?
Bring one recurring task that slows your firm down. We’ll discuss the steps, where work gets stuck, and whether custom software could help. You’ll leave with a practical first step to consider, with no obligation to start a project.
Start with one workflow
Find One Workflow Worth Improving.
Walk us through a recurring task that slows your firm down. In a free 20-minute conversation, we’ll discuss where work gets stuck, what could be automated, and a practical first step.
No preparation needed. Describe your process without sharing client documents. Miami-based. No obligation.