Every Document Organized. AI Reads and Summarizes Them Before You Do.

Send clients a secure portal link — they upload identification, signed retainer agreements, medical records, police reports, correspondence, and any supporting documents from any device, no app required. The AI automatically categorizes each file, generates a structured intake summary, and flags missing documents before your first consultation.

You open the matter and find an organized, AI-reviewed file — not a stack of emails and attachments to sort through.

• Encrypted vault with folder structure per matter
• AI reads uploaded documents and generates intake summaries
• Flags incomplete packages — missing ID, unsigned retainer, gaps in timeline
• Client uploads from phone or desktop — one secure link, zero friction
• Role-based folder access — your team sees only what they need
• All documents timestamped, versioned, and logged on upload

The AI Books the Consultation. Follows Up by Phone and Email Until They Show.

When a prospective client qualifies through intake, the AI checks your live calendar and books the consultation directly inside the conversation — no back-and-forth, no phone tag. Automated reminders, confirmation emails, and pre-appointment follow-up calls ensure your show rate stays high without any manual effort from your team.

Import your existing contacts from Clio, Smokeball, or MyCase and the AI activates your dormant pipeline — re-engaging leads who never converted, past inquiries that went cold, or referrals that were never followed up. Export back out at any time. We are the intake and automation layer that feeds your legal software — not a replacement for it.