Software is half of it. The other half is getting your existing files into shape and your staff comfortable in a week, not a quarter.
Every matter gets a real record: parties, opposing counsel, court and case number, key dates, documents, notes, and time entries. Views are built for a firm carrying eighty matters, not eight thousand.
Ask questions the way you'd ask an associate. The assistant answers only from the documents in your account and shows you the page it came from, so you can verify before you rely on it.
Most firms arrive with a decade of nested folders and scanned PDFs. We import them, OCR what isn't searchable, and attach documents to the right matter — before your first training session.
Connect the tools already in use so nothing needs double entry: email threading into matters, calendar sync for deadlines, e-signature for engagement letters, and exports your bookkeeper can read.
Two live sessions — one for attorneys, one for staff — recorded for anyone who joins later. Firms are typically running their real caseload in the system inside a week.
We document how your data is stored, who can reach it, and what happens if you leave, in a form you can hand to a client who asks. Data is never used to train models.
Bring one closed matter to the call. We will load it and you can ask it anything for twenty minutes.