Automate the Repetitive Work. Focus on What Only You Can Do.

Every agent we build comes with a monthly performance report. It shows how many tasks the agent handled, how many hours that returned to your team, and what those hours are worth at your firm's rates, so the saving is a number you can check rather than a claim we make.

The report is included with every agent, whether or not you take the care plan, and it is built from your own matter data.

A standard agent takes one to two weeks from kickoff to running on live work. An advanced agent takes three to five weeks. Most of that time is scoping and testing rather than building, because the agent does not go live until it passes a standard you agree to in advance.

A chatbot waits to be asked a question and answers it. An AI agent does the work. It runs on a trigger, such as a new inquiry, a deadline or a change in a matter, it reads and writes in the systems your firm already uses, and it either finishes the task or stops and hands it to a person.

A chatbot can tell you a medical record is missing. An agent notices it is missing, requests it, logs the request, follows up until it arrives, and tells you when it does.

You own it. The agent, the logic, the documentation and the accounts are yours from day one. If you stop the care plan, the agent keeps running. Nothing switches off, and nothing is held back to keep you subscribed.

The care plan is optional, month to month, and priced per agent. It covers monitoring in production, repairs when a system the agent depends on changes underneath it, updates to its logic as your workflow shifts, a full re-test whenever a model or instruction changes, and a direct line to the person who built it.

Most firms keep it on anything client facing, because those are the agents where a quiet failure costs the most. You can cancel at any time and keep the agent.

The work that comes up constantly and runs roughly the same way every time: chasing missing documents, capturing billable time, following up on unpaid invoices, opening new matters, responding to new inquiries, sending appointment reminders, requesting client reviews.

Judgment work stays with the lawyer. If a task only comes up twice a year, or the right answer changes every time, an agent will cost more to build than it saves. If you are not sure where your task sits, describe it and we will tell you honestly.

No. Agents are built into the systems your firm already uses, including Clio, MyCase, PracticePanther, Smokeball, NetDocuments, Microsoft 365, Google Workspace, Slack, and phone or SMS platforms. If your setup is unusual, we confirm at scoping whether it can connect before you commit to anything.

No. We run models on enterprise tiers through providers such as AWS Bedrock, Azure OpenAI and Google Vertex AI, or inside your own tenancy, with your inputs excluded from training. Data stays in the region you require, access is scoped per agent, and you set the retention rules. Confidentiality under ABA Model Rule 1.6(c) is part of how the agent is designed, not a policy we point at afterwards.

Agents are built to stop rather than guess. You decide what the agent may send on its own and what waits for a lawyer, and you can change that at any time. Anything it asserts has to trace back to a source, every action is logged along with the version that was running, and you can pause it or roll back a change yourself.

On the care plan we monitor it in production, so problems are usually caught before they reach a client, and repairs are included.

Yes, with supervision. ABA Formal Opinion 512 and Model Rules 1.1, 1.4, 1.6 and 5.1 and 5.3 do not prohibit AI. They require competence, confidentiality, communication with the client, and supervision of non-lawyer assistance, which includes the output of an AI agent.

That is why every agent we build has explicit approval points, a full log, and a named person at your firm who supervises it. State rules vary, so we run a rules review for your state and practice area before we design anything. None of this is legal advice about your own obligations.

That depends on your state and on what the agent actually does, and the decision is yours. Some firms disclose everywhere, others only on client-facing communication. We build to the rule you set, including the exact wording, and anything the agent says to a client is reviewed against ABA Model Rule 7.1 on misleading communications before it goes live.

No, and firms that buy one for that reason are usually disappointed. An agent takes the repetitive part of a job: the chasing, the logging, the reminders, the status updates. What is left is the part that needs a person, which is most of why you hired them. Most firms use the returned hours to handle more matters without hiring, rather than to cut the team.

No. Most of the agents we build are for solo and small firms, because that is where one person is doing five jobs and the repetitive one is the first to slip. What matters is not headcount, it is how often the task comes up. A solo who chases documents forty times a week gets more back than a large firm that does it twice.

Yes, and we recommend it. One agent on one clear job gives you a working system and a real number within a few weeks. The second and third are easier to scope once you have seen how your data, your systems and your team actually behave.

Whichever one performs best on your work. We are not tied to a single vendor. Depending on the task we use Claude, GPT, Gemini, Llama, Mistral or a small task-tuned model, and often more than one inside a single agent: a large model to reason, a small one to classify. We benchmark the options on your actual matters before choosing, and we can move to a better model later without rebuilding the agent.