We built this because we ran the intake sheets and the folder trees ourselves. Every person here has either practiced or supported a practice.
Spent eleven years inside a three-attorney practice in Hernando County, where he ran intake, calendaring, and the file room alongside the caseload. Built the first version of the assistant to answer his own question — what did we agree to on fees — without opening a folder.
Spent nine years building document search and retrieval systems for regulated industries. Responsible for the retrieval layer that grounds every answer in a specific page of a specific document, and for the isolation model that keeps firms' data separate.
Former legal administrator for a five-attorney estate planning practice. Runs migration and training, and has personally moved more than a hundred firms off shared drives. Your onboarding calls will be with her.
Advises on professional responsibility, confidentiality, and the ethics of AI-assisted practice. Reviews how the assistant presents answers so that attorneys retain — and can demonstrate — their own judgment.
Bring one closed matter to the call. We will load it and you can ask it anything for twenty minutes.