Four things, done for your firm and nobody else's.
Every engagement starts with how your practice actually runs: your matter types, your tools, your people.
Set up to run a law practice, not just installed.
Most small firms are on Clio, MyCase, or Smokeball and use a fraction of it. Intake forms that create the matter. Deadlines calculated from the court's rules, not typed by hand. Templates that pull client data instead of copy and paste. Billing that goes out on time because the time was captured.
We configure the system for your practice area, migrate your existing matters and documents, and train the team. If you have not chosen a platform, we help you choose based on your practice, not on which vendor called you last.
One named contact for your whole team.
Practice management, Microsoft 365, Google Workspace, Westlaw and other research tools, e-signature, phones, scanners, and the integrations between them. Response within one to four business hours depending on priority, with published resolution targets.
New hires have every account and permission before they start. Departing staff lose access the same day. Licenses are reviewed quarterly so you stop paying for seats nobody uses. You get a monthly summary of every request handled.
The process lives in the system, not in someone's memory.
For practices where the same matter type repeats hundreds of times a year (estate planning, personal injury, real estate closings, immigration), we build the steps into your practice management platform: task lists that trigger on intake, follow-up reminders that fire on schedule, status views that show what is stuck.
We also make the pieces work together: MyCase talks to Slack, new leads notify the team automatically, signed retainers land in Clio without re-keying, and completed intake forms reach the right person the moment they are submitted. When the process changes, we change the system. Nobody has to remember the new step.
Making AI work for law firms.
Most small firms are in one of two places: someone is pasting client facts into a free chatbot, or the firm has banned AI entirely because nobody has time to work out what is safe. Neither is a strategy.
Confidential client information pasted into a consumer chatbot may be retained and used for training. Output that is not verified can contain fabricated citations. ABA Formal Opinion 512 (2024) sets out the competence, confidentiality, supervision, and fee obligations that apply when a lawyer uses generative AI.
Our team has completed 21 Anthropic Academy courses, Google Developers' Agent Ready skill path, and OpenAI's Build with AI and Lead AI Adoption curricula, and we built our guardrails with a practicing attorney. We help you pick tools with enterprise data terms, write an AI use policy, configure the tools so client data stays inside your environment, and train attorneys and staff on review and oversight. Your team walks in trained, not experimenting, and your license is never on the line.
Technology that follows the operation.
Most technology vendors configure what you ask for. We start by sitting in your operation: how a matter opens, who touches it, where it stalls, what gets re-keyed. Heather runs that part of the assessment. The technical build follows the workflow, not the other way around.
When a firm needs operational help beyond its systems (staffing, process, management), we refer to our operations partner, Kinetic Services.
Start with a 30-minute call.
Tell us what is not working. We will tell you whether we can fix it and what it costs.