The orchestration engine
for modern law firms.
One system for the entire matter — intake, documents, drafting, e‑signature, billing, trust, and the client portal. Grounded in your file, not a generic legal model. Replace Clio + NetDocuments + Harvey with something your firm actually runs on.
Garcia, Maria — I‑30
FilingBeneficiary’s I‑693 medical exam expires Jun 02 — request a refreshed exam before filing the I‑485. Petitioner’s tax transcripts for 2024 are missing; I can draft a records request in one click.
AI that has actually read the file.
Every brief, letter, and motion is drafted against the documents, contacts, deadlines, and prior work product on this matter. Not the open web. Every sentence links back to the source it came from.
- iCitations, by construction.Every claim is anchored to a clause, exhibit, or cited authority.
- iiTemplate + tone match.Drafts inherit your firm’s conventions from prior filings.
- iiiReview before generate.Required fields caught on a validation screen — never silent blanks.
E‑signature, client portal, and trust accounting — already inside.
No add‑ons. No extra per‑seat fees. No reconciling five systems on Thursday nights.
E‑signature
Send for signature from any document, with template routing, parallel signers, and an audit trail chained into the matter file.
Client portal
Clients upload documents, review drafts, and sign — through a branded portal that shows exactly what’s left on their case.
Trust accounting
IOLTA‑ready ledger with per‑matter balances, auto‑reconciliation, and a three‑way audit check built into every withdrawal.
From intake to close
— in one file.
A single matter record carries everything: contacts, documents, drafts, deadlines, billing, trust, activity. Nothing lives in a parallel system you have to keep in sync.
Intake & conflicts
Branded intake form captures the client, runs a conflict check, and drafts the engagement letter.
Open the matter
Pick a practice area pack — Immigration, Bankruptcy, Litigation — and the file is pre‑populated with deadlines, tasks, and templates.
Draft & review
AI drafts documents grounded in the file. You review a validation screen, not a blank form.
Sign, bill, close
E‑sign inside the matter, auto‑bill against trust, and archive with full audit chain on close.
Built for the audit, not around it.
Every read, edit, and share is hashed into a tamper‑evident chain. Legal holds block delete. Retention policies fire on matter close. The record of what happened is as defensible as the work product itself.
Hash‑chained audit
Every document action — view, download, rename, share, delete — is SHA‑256 chained. Break one link and the chain reports it.
Ethical walls & holds
Per‑matter conflict blocks outrank any role. Legal holds refcount every document and return 423 Locked on delete.
Retention, by policy
Matter‑type retention runs as a nightly sweep. Close a matter → retention applies → optional hold auto‑starts.
SOC 2 Type II
Annual audit, penetration test, tenant isolation at the database level. Your firm’s data is not commingled with any other org.
DLP & anomalies
Bulk‑download scanner flags off‑hours exfiltration. Share events stream into a per‑org alert inbox.
Bring your own model
Route AI to OpenAI, Anthropic, or your private Azure instance. Prompts and responses are redacted and logged.
Per seat. Everything included.
One price covers the full platform — no add‑ons, no per‑document charges, no e‑sign seats.
- Unlimited matters & documents
- E‑signature + client portal
- Trust accounting (single‑matter ledger)
- 300 AI credits / month
- AI drafting, research & review
- Everything in Practitioner
- 750 AI credits / seat / month
- Roles, ethical walls, legal holds
- Multi‑matter trust + three‑way reconciliation
- Clio / NetDocuments importer
- Everything in Firm
- Unlimited AI credits
- SSO, SCIM, audit export
- Private AI deployment (Azure / BYO)
- Data residency + BAA
- Dedicated migration team
Your matters, organised.
A 14‑day trial, no credit card, your Clio data imported in 20 minutes. See what your firm looks like when everything lives in one system.
Already a Clio user? Import in 20 minutes →