We handle the paperwork around the law. The law stays yours.
Small firms in Kingsport, Johnson City, and Bristol don't have a bench of associates to absorb intake, document review, and billing cleanup. We build tools that do the first pass and stop for the attorney before anything leaves the building.
Dustin Lifford, Kingsport. The person you call is the person who builds it.
Where a small firm's week actually goes.
Intake happens twice.
The client explains everything on the phone, then again on a form, then again at the first meeting. Every retelling is time nobody bills and one more chance for a fact to drift.
Discovery arrives by the box.
Somebody has to read all of it to find the dozen pages that matter. That somebody is usually the attorney, at night.
Billing is archaeology.
Entries like “.3 conf w/ client” have to become narratives a client will actually pay. At month end that turns into a translation project.
The same letter, again.
Status letters, document requests, and engagement letters follow the same pattern every time and still get typed from scratch.
Watch a new matter go from phone call to attorney review.
A sample estate planning inquiry with made-up details. Step through it to see which parts a tool handles and where it stops for a person.
What came in
- Came in by
- Web form, then a short call
- Name
- Ruth Alder (sample)
- Wants
- Will, power of attorney, beneficiary updates
- Mentioned
- Rental house in Abingdon, VA. Son lives out of state.
- Asked about
- Cost and timeline
Sample data. Nobody here is a real client.
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Entered once
PersonThe front desk logs the call notes one time. Nobody retypes them after this.
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Conflict check list built
AutomatedEvery name in the notes (Ruth, her son, the Abingdon tenant) is pulled into a list and checked against your client records.
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Intake summary drafted
AutomatedFacts are sorted into your intake template. Gaps get flagged instead of guessed: no date of birth, marital status unclear, and the Virginia property may need Virginia counsel.
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Attorney review
PersonNothing moves until the attorney checks all three.
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Engagement letter and welcome text ready
AutomatedOnce approved, the engagement letter draft and a welcome text with the intake link are ready in your office's wording. The attorney hits send.
How the work split
3 steps automated. 2 kept with a person. Nothing reached the client without the attorney's approval.
Is this worth automating for you?
Two questions, your own numbers. If the answer is that it isn't worth paying for, we'll say that too.
New client intakes
Pick both to see a range.
Book 15 minutesAssumes 48 working weeks. This is time spent on the task now, not a promise of time saved. A tool usually takes a share of it, not all.
What we'd build for a firm.
Each one is scoped at a flat rate after a free first call, and each one stops for the attorney.
Intake that happens once
A form and call-notes template feeding a drafted intake summary, a conflict-check list, and an engagement letter draft.
Discovery and document summaries
Summaries by topic, date, or party, with page cites back to the source so every line can be checked.
Billing narrative cleanup
Terse time entries turned into readable narratives for attorney review before invoices go out.
Routine letters from your templates
Status letters and document requests drafted from the matter file, in your firm's wording.
Works alongside what you already use, whether that's Clio, a shared drive, or a folder of Word templates.
What stays with the attorney.
Judgment and strategy
A tool can find the clause. It can't decide what to do about it.
Talking to the client
Nothing we build gives legal advice or speaks for your firm.
Anything signed
Every draft is reviewed and signed by a licensed attorney. That step never gets automated.
Why a firm would trust us with this.
We already work with law firms.
Our law firm work includes Shipley Law Firm's ad campaigns and website and sites for Johnson City Legal and Berger Law Firm in Atlanta. We've also set up AI email and document tools for a local attorney's office.
Litigation is familiar ground.
Dustin also works as an intelligence analyst in litigation support. He knows what a missed deadline, a privilege problem, or a sloppy exhibit costs a firm.
Confidentiality comes first.
Client data stays out of consumer AI accounts, and you get the data flow in writing before anything is built. Our data handling page shows how.
Questions firms ask first.
Will this work with our practice management software?
Usually. We start with what you already use and connect to it rather than replacing it. If it can't connect cleanly, we tell you before you pay for anything.
Where does client information go?
Into accounts your firm controls, under business terms that exclude training on your data. We document the whole path in writing so you can see every place it travels.
What does it cost?
Most firm projects are scoped at a flat rate after a free 15-minute call. The first-step tool on our homepage shows typical ranges for each kind of project.
Often paired with
Sound familiar? See first steps for documents piling up, or find your own first step.
Want to talk it through?
Call, text, or pick a time. The first conversation is free.
Text (423) 967-5584Please don't send confidential, medical, or financial details by text or form.