AI-powered CRM and automation for family law firms.
Catch every intake call. Give clients real-time case visibility. Automate the follow-up that falls through the cracks.
What family law firms are actually dealing with
Intake speed and conflict-check consistency
Manual intake doesn't just risk losing a lead to a slower response — it also risks inconsistent conflict-check thoroughness, a real malpractice-adjacent exposure most firms don't think of as an intake problem.
Case-status communication
“Lack of communication” is the single most common complaint filed against attorneys with state bar associations nationally — ahead of complaints about legal competence itself. This is the centerpiece pain point the whole walkthrough is built around.
Billing transparency
Vague time entries and unexpected retainer depletion are recurring, specifically family-law-flavored complaints — clients want to see where the retainer went, not just get a monthly invoice.
Document collection friction
“Email me your bank statements” is a real friction point for clients handling sensitive financial and custody paperwork. Directionally real, not quantified with a vendor stat here.
How it works
Illustrative walkthroughFour steps, built as real structural UI — not a generated screenshot. Drag, swipe, or use the arrows/keyboard to move through it.
Step 1 — Step 1 of 4
Structured intake + conflict check
A real intake form — case type, urgency, opposing-party name — that runs an automated name-match screen before the lead reaches an attorney's queue. Staff, not software, confirms every result — cleared or flagged — before it becomes a matter.
New inquiry
IllustrativeNo name match found
Opposing party checked against the firm's matter roster by name match, before this reached an attorney's queue.
Staff — not software — confirms every result, cleared or flagged, before this becomes a matter. Automation never auto-clears or auto-declines a conflict on its own.
Automated reply sent — 11:48 PM
"Thanks for reaching out. We've received your message and someone will follow up by the next business morning."
How client data is handled
Our standard, not a live systemThis is the standard we design to for every engagement we build — not a claim about an existing deployed system, since there's no real family-law client yet.
- • Client case data is never sent to a general-purpose AI model whose terms allow training on submitted data. That's the specific risk bar associations and ethics counsel have started warning family-law practices about — a client's privileged material ending up inside a third party's training set.
- • You'd know where the data lives and who can see it — no black-box routing to a consumer AI product with its own separate terms of service.
- • This is a layer we design around your firm's confidentiality obligations from the start, not a general chatbot wrapped around your case files.
This is a layer, not a replacement. It sits on top of whatever your firm already runs — Clio, MyCase, or whatever practice-management tool you're on — rather than asking you to rip it out and start over. If you're already happy with your case-management software, this is the dashboard and automation layer it's missing, not a competitor to it.
See it on a call.
No public pricing on this offer yet — see the working demo, then reach out while we build out real client engagements.