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How it works

We look first. Then we build.

We don’t recommend a tool or a plan until we understand what is holding your firm back. Most firms start with a free look at how AI search sees them, or with the full Firm Intelligence Audit. If the findings point to a fix, we agree it with you, build it, and you test it.

Three steps, in order
01

AI Discovery Snapshot

We put a sample of your future clients’ questions to specific AI assistants. We record whether your firm comes up and which sites they cite. Then we check that a reader can get from that answer to your intake.

Request the Snapshot
02

Firm Intelligence Audit

We look at your systems, how clients find you, how many inquiries become clients, who comes back, your reputation, your AI rules and what you measure. Then we name what is holding the firm back most.

Request your free audit
03

A setup you test first

We agree in writing the smallest setup worth doing, what will work on day one, who owns each part, and how you’ll know it works. You test it before the monthly subscription starts.

See the plans
What comes out of it

The problem picks the technology, not the other way round.

The Snapshot may lead to nothing, a small correction, or the full Firm Intelligence Audit. The Audit may lead to Basic, Pro, Ultra or a custom build, and only after we’ve reviewed the findings with you.

Rules in place from day one

  • Your firm approves what each tool does, and when
  • Each tool sees only what it needs
  • A person approves the steps that need one
  • A record of what happened and who approved it
  • Rules that stay put if the AI provider changes

The AI can suggest. Your rules decide what it actually does.

Explore Security & Trust

Already have legal AI? Good. Keep it.

We work around the practice-management system and legal AI tools you already use. How closely we can connect to them depends on the software, and we confirm that before you commit.

Request your free Firm Intelligence Audit