Large & multi-office firms

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.

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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 inside your boundary.

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.

Multi-user client teams. Your corporate clients log in as an organization — GC, legal ops, business owners — each with the right role and permissions.

Matter portfolio. One view across all of a client’s matters: status, lead lawyer, next date, and budget vs. actual — each opening its own matter room.

Spend & budgets. Budget vs. actual, accruals, invoice history, and approvals — with e-billing (LEDES) visibility your clients expect.

Secure data rooms. Permissioned document collaboration per matter or deal: folders, versioning, an access log, and watermarking.

Reporting & exports. Client-facing reports on spend, status, and cycle time — and full export, anytime.

SSO & audit. SAML/OIDC single sign-on for the client organization, with an audit trail across the portal.

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

LEDES e-billing, rate cards, budgets, accruals, and matter-level profitability for hourly, contingency, and hybrid work.

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.

See 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.

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