What gets built
Five layers, built in the order a firm loses value
Agents are components. The product is the infrastructure that makes them behave as one system inside your firm. You choose the level of transformation; the diagnostic week decides which workflows inside it get built, on evidence. Every output is prepared for a named human to approve.
- Deployed in your own environment
- Owned by you outright
- A record of who decided what and when
- A solicitor signs off every output
Layer one · Capture
Intake Concierge
Answers every enquiry on every channel within seconds, whatever the hour, and captures the facts a fee earner would have asked for.
The enquiry that arrives at ten past six on a Friday gets a reply before anyone notices it came in.
Learns your firm first
Week one is a diagnostic. We interview the people doing the work, watch it happen, and measure what it costs you today.
Built into what you run
Wired into the case management system and the email your firm already opens. Nobody has to remember to open a new tool.
A named human decides
Every proposal reaches the role your firm nominates, and the record shows who decided what and when.
How we engage: a fixed fee, fixed dates, and 90 days of our attention. Capture is live by day 30, and at day 90 we re-run the measurements we took in week one and hand you the review, including anything that did not work.
See how the 90 days worksAlready in production for SRA regulated firms
CIL: Compliance Intelligence
Consistent, signed off, inspection ready AML client intake for SRA regulated firms.
Read case study →Policy Intelligence
Instant answers from your firm's own AML policies, every source cited.
Read case study →Grace: Intake Concierge
An AI front desk that turns enquiries into booked matters.
Read case study →Inside the layers
The work that stops happening in your firm
Illustrative, never a menu. No firm needs all of this, and saying which parts yours does not need is part of the diagnostic. Which of these get built is decided on evidence in week one, not chosen from a list.
Capture
Every enquiry answered, qualified and routed, whoever is in and whatever the hour.
Intake Concierge
Answers every enquiry on every channel within seconds, whatever the hour, and captures the facts a fee earner would have asked for.
What stops happening
The enquiry that arrives at ten past six on a Friday gets a reply before anyone notices it came in.
Enquiry Qualifier
Scores each enquiry against the firm's own matter acceptance rules, runs the conflict pre-check and flags AML risk indicators.
What stops happening
No fee earner spends twenty minutes on work the firm was never going to take.
Router and Allocator
Routes by practice area, capacity and the firm's own allocation rules, and starts the response clock.
What stops happening
Every enquiry has a named owner within minutes instead of days.
Consultation Booker
Offers real availability from real calendars, books, confirms, reminds and handles the reschedule.
What stops happening
The email tennis to find a slot stops, and so does the quiet no-show.
Convert
Follow-up, booking, preparation and client communication that do not depend on anyone remembering.
Follow-up Sequencer
Runs in the backgroundRuns the multi-touch follow-up the firm never gets to. Stops dead on a reply, escalates on silence.
What stops happening
No enquiry goes quiet because the person who owned it was in court.
Consultation Prep Pack
Assembles everything known about the matter into one brief before the meeting.
What stops happening
Nobody walks into a consultation reading the file in the waiting room.
Engagement Pack Builder
Drafts the client care letter, scope and fee estimate from the firm's own precedents, and sends for signature once a solicitor approves it.
What stops happening
No client care letter waits three days for someone to find the right precedent.
Client Communication Agent
Runs in the backgroundDrafts status updates and chases outstanding client documents on a schedule, for the owning fee earner to approve.
What stops happening
Clients stop chasing the firm for news, and the firm stops chasing them for papers.
Operate
Matter opening, documents, client updates and the administrative load, off your fee earners.
Matter Opener
Opens the matter in the case management system from the data already captured at intake: folder structure, conflict check, AML task, client record.
What stops happening
Nobody re-types the client details that were already typed at intake.
Document Handler
Classifies, extracts key data, files and renames to the firm's own convention.
What stops happening
No document sits in an inbox because filing it properly takes ten minutes.
Matter Update Writer
Drafts the client update from what actually happened on the file, for the fee earner to read, edit and send.
What stops happening
Nobody writes the same update for the fourth time this month.
Task and Deadline Watcher
Runs in the backgroundWatches key dates, response windows and dormant matters, and nags before rather than after.
What stops happening
The deadlines chase the firm, not the other way round.
Knowledge Retriever
Answers 'have we done this before' against the firm's own closed matters and precedents, always as a draft for review.
What stops happening
The firm stops paying twice for work it has already done once.
Revenue
Time, work in progress, billing and collection, so the firm bills what it has already earned.
Time Capture Assistant
Runs in the backgroundReconstructs unrecorded time from actual file activity and prompts at the point of memory. Never writes time on anyone's behalf unasked.
What stops happening
Nobody reconstructs Tuesday's time on Friday afternoon.
Work in Progress Monitor
Runs in the backgroundWatches work in progress ageing and surfaces what is unbilled and getting older.
What stops happening
No matter reaches ninety days unbilled without somebody being told.
Bill Preparer
Drafts the bill narrative from time entries in the firm's own style, for the fee earner and the billing approver.
What stops happening
The bill is drafted the week the work finishes, not the month after.
Collections Chaser
Runs in the backgroundRuns the invoice follow-up ladder and stops on payment or dispute.
What stops happening
No invoice goes unchased because chasing it is nobody's job.
Intelligence
Where the work goes, where the bottlenecks are and what capacity you really have, from your own data.
Firm Dashboard
Runs in the backgroundShows the funnel end to end, from enquiry to cash, built from the firm's own activity.
What stops happening
You stop asking three people to find out where a matter actually is.
Matter Performance
Runs in the backgroundReports profitability and cycle time by matter type and by fee earner, and surfaces the outliers.
What stops happening
You stop guessing which work types make money and which quietly do not.
Capacity Forecaster
Runs in the backgroundReads workload against capacity and warns before the firm runs out of room.
What stops happening
You stop deciding whether to hire on a feeling about how busy everyone looks.
Business Development Intelligence
Runs in the backgroundShows where work actually comes from and what each source is worth.
What stops happening
Marketing spend gets judged against the work it returned, not the leads it generated.
Which of these your firm needs is a question, not a choice
You choose the level of transformation. We work out the highest-value workflows within it, in the diagnostic week, measured against what your firm is losing today. Ten questions on the offer page will tell you which level fits.
Everything above is a build offering, tuned to your firm before it goes live, and none of it is a delivered client result. Each part prepares work for a qualified solicitor to review, verify and take responsibility for. It makes that review faster, it does not replace it. For systems already shipped and in production, see our selected work.
Have a workflow that should be AI?
Book a discovery call. We'll scope a custom build for your firm and deliver it in weeks not quarters.
Book a discovery call