Win the work. Run the firm. Keep sophisticated clients.
Everything a growing firm needs in one private system: business development at scale, a corporate client portal your clients will actually respect, and the depth to run every matter across every office.
Business development, at scale.
Grow the book the way large firms actually grow — relationships, pitches, and reputation — with AI that stays in your voice and never trains on your data.
Account-based development
Identify and pursue target companies and referral sources — outreach grounded in your firm’s own history and wins, not generic templates.
RFP & proposal generation
Draft pitches and RFP responses in your firm’s voice, grounded in your matters, bios, and results — every claim carries its source, nothing invented.
Brand-governed thought leadership
Many authors, one voice. Drafts route through an approval workflow before anything publishes — so 80 lawyers never put out off-brand content.
Multi-office, multi-practice SEO
Be the firm AI recommends across every office and practice group, from one system — not a patchwork of microsites.
A client portal built for corporate clients.
Not the reassuring one-case view an individual gets — a capable, transparent workspace for a client’s whole legal team.
Run the firm at scale.
Every matter, every office
Matters, contacts, calendar, documents, and time — with role-based access across offices and practice groups.
Complex & e-billing
Time and billing across hourly, contingency, and hybrid work. Carrier e-billing (LEDES), rate cards, budgets, accruals, and matter-level profitability are an opt-in module, in preview.
Institutional memory
The firm’s playbooks, precedent, and per-client history compound over time — and ground the AI in how your firm actually works.
Conflicts & governance
Conflict checks, RBAC, and audit — the controls a firm of your size is expected to run.
Switching is our job, not yours. We connect to your current system read-only, read the whole practice, and rebuild it here — matters, contacts, documents, and history — seeding your institutional memory from day one.
Confidentiality you can put in a procurement packet.
Governed, no-train AI; per-firm encryption; minimum-necessary redaction; and a tamper-evident privilege ledger recording every AI action on every matter. Your team — and your clients — get a verifiable trail, not a marketing promise.
Review security & trustSee it with your own matters in mind.
We’ll walk your team through the firm workspace and the corporate client portal, then scope deployment, migration, and pricing for your firm.