Professional-services tools with a person in the loop.
Intake and matter management, document review and drafting that a practitioner signs off, time and billing connected to reporting, and access controlled per client. For firms and the companies that build software for them.
Who we work with in Legal & Professional Services
- A firm whose intake, conflict checks, and matter tracking run on email and a shared drive.
- A practice group reviewing contracts by hand that software could triage first.
- A finance team chasing timesheets and reconciling billing from three tools.
- A firm whose clients demand evidence of who can access their matters.
What slows Legal & Professional Services down, and what we build for it
Four problems we see in nearly every Legal & Professional Services engagement. Pick one to see how we approach it and what you would have at the end.
The problem
New enquiries arrive by phone and email, conflict checks are a search through old files, and matters are tracked in whichever tool each partner prefers.
How we approach it
Intake forms that capture what the firm needs, conflict checks that run automatically, matter tracking everyone uses, and a client portal that answers what is happening.
What you get
- Intake forms with routing and conflict checks
- Matter and case tracking with deadlines
- Client portal with documents and status
- Integration with your practice management system
A typical Legal & Professional Services scope. Tick what you need.
The artefacts most Legal & Professional Services projects end up with. Tick the ones yours needs and send the list with your enquiry; we reply with a written scope in your vocabulary.
Related reading
- LLM application architecture: the layers that don't change with the modelModel, harness, data layer, and product surface: the four layers of a production LLM application, and which ones survive the next model upgrade.
- RAG vs fine-tuning: what should your business use?They get pitched as competitors and usually are not. How to tell which problem you actually have, and the cases where the right answer is both.
- LangGraph vs CrewAI vs AutoGen: a practical comparisonThree popular agent frameworks, compared on what actually differs in production: control over the loop, debugging, and how much they decide for you.
Questions Legal & Professional Services clients ask
Can AI be used on privileged documents?
Yes, with models running inside infrastructure you control or under agreements that prohibit training on your data, per-matter access enforced, and a practitioner signing off every output. We document the data flows for your risk committee.
Do you integrate with our practice management system?
Yes. Clio, Actionstep, Aderant, and similar systems through their APIs, so matters, time, and documents stay in sync rather than duplicated.
How do you prevent AI from inventing citations?
Every citation is checked against a source before it reaches the practitioner, unverified references are flagged, and drafts are produced from your approved templates rather than from nothing.
Can you evidence access controls for client security reviews?
Yes. Access is logged, permissions are reviewable, and evidence exports are generated from the system rather than assembled by hand each time a client asks.
Tell us what you are building.
We reply within one business day with how we would build it, what it would cost, and which engagement model fits.
- 01Tell us what you are building
A short form or an email. No deck required, and "not sure yet" is a fine answer.
- 02A call with an engineer
Within one business day. Technical questions get technical answers, from the person who would build it.
- 03A written scope and quote
Fixed price where the scope is defined. The document is yours whether or not you go ahead.