Intake and integrationsfor law firms.
Every call, form and chat in one lead pipeline, docket updates turned into tasks with deadlines, and documents generated from your templates, with AI a lawyer always checks.
Where leads, deadlines and hours slip away
Leads, dockets and documents are spread across call tracking, email, spreadsheets and someone's memory.
01
Leads paid for and never answered
In a 2024 Clio study of 500 US firms, only 40% answered the phone and 33% replied to email. Every missed lead is advertising spend already made.
02
Docket updates that live in email
A court notice arrives, but someone has to read it, create the task and calculate the deadline. An email that slips by is a missed deadline.
03
AI tools nobody has vetted
ABA Formal Opinion 512 asks lawyers to understand how an AI tool uses client data. A tool bolted on without that review is a risk, not a feature.
What we build for your firm
Three pieces we build on top of the tools your firm already uses, with monitoring and monthly support so they keep working.
01Solution
Lead intake pipeline
Calls, forms, texts and chats flow into one pipeline, deduplicated and delivered to each firm in its format, with AI call transcription where it helps.
This week's leads · Sample data- Car accident6 min
Call (transcribed) · Personal injury · J. Miller
- Workplace injury11 min
Web form · Workers' comp · A. Chen
- Car accidentDuplicate
SMS · Personal injury
- Visa renewal2 h
Chat · Immigration · Unassigned
This week's leads · Sample data Lead Channel Practice area Attorney Response Car accident Call (transcribed) Personal injury J. Miller 6 min Workplace injury Web form Workers' comp A. Chen 11 min Car accident SMS Personal injury — Duplicate Visa renewal Chat Immigration Unassigned 2 h 02Solution
Docket updates to tasks
Court and docket notifications turned into tasks with deadlines and owners in the practice management system you already use.
Docket updates turned into tasks · Sample data- …CV-2025-0312Created · J. Miller
Motion to dismiss filed · Oct 8
- …CV-2025-0487Created · A. Chen
Discovery deadline set · Sep 30
- …CV-2024-1125On calendar
Hearing scheduled · Nov 14
Docket updates turned into tasks · Sample data Case Update Due Task …CV-2025-0312 Motion to dismiss filed Oct 8 Created · J. Miller …CV-2025-0487 Discovery deadline set Sep 30 Created · A. Chen …CV-2024-1125 Hearing scheduled Nov 14 On calendar 03Solution
Document automation
Engagement letters, powers of attorney and recurring filings generated from firm-approved templates, ready to review and sign.
Document generation · Sample datadirac docs --template engagement-letter --client "Ana M."
Client data loaded from intake
Engagement letter generated · 2 pages
Sent for review: J. Miller
Missing matter numberhighlighted to complete
Nothing goes out without an attorney's review
Everything we can solve for your firm
Beyond those three solutions, these are the other needs we see at law firms, from the first call to billing.
Win and serve clients
Multichannel intake
Web, text, chat and calls in one record, deduplicated and assigned to an attorney.
Transcribed and summarized calls
AI transcription, a summary and the key facts of each lead, with a per-call cost cap.
Scheduling and reminders
Consultations and hearings with text or email reminders for clients and attorneys.
Client portal
Each client sees where their case stands without calling to ask.
Dockets and deadlines
Updates to tasks
Every docket update becomes a task with an owner.
Deadline tracking
Deadlines calculated and tracked, with escalating alerts before they're due.
Case dashboard
Docket data from the services you already use, brought together in one place.
Client status reports
Periodic status reports for each case, generated automatically and ready to send.
Documents and knowledge
Documents from templates
Engagement letters, powers of attorney and recurring filings with the client's data, ready to review.
Template and brief library
The firm's briefs and templates organized and searchable, so nobody starts from scratch.
AI-assisted review
Summaries and data extraction from long files, always verified by an attorney.
Running the firm
Time and billing
Time per matter and invoices without spreadsheets.
Management dashboard
Matters per attorney, receivables and revenue by practice area in one dashboard.
Accounting integration
Billing and accounting connected to your case management system.
How we work
First we map how leads arrive and how deadlines are tracked at your firm. Then we propose with numbers. Only then do we build.
01
Technical review
30 min · free
We map how leads arrive today, where they get lost and which tools your firm uses.
02
Fixed proposal
Within 2–3 days
Scope, price and delivery date, tailored to your call tracking, CRM and practice management tools.
03
Delivery and support
In weeks
We leave it running with real leads and stay on with monthly support: monitoring, adjustments and improvements.
Fixed price before we start. White-label available for marketing agencies.
Who this isn't for
- If you're a solo practitioner and an off-the-shelf practice management tool already covers you.
- If you want AI to draft and file without a lawyer's review: we don't do that.
Experience in the sector
We built and run a lead platform for law firms: calls, forms and chats in one pipeline, AI call transcription, and every lead delivered to its firm.
Who we work with
Companies in the United States, Spain and Colombia we build software for.
Sacramento, USAMarketing for law firms
Madrid, SpainAI virtual assistants
Madrid, SpainAugmented and virtual reality, AI
Eastern Antioquia, ColombiaLaw firm
What law firms ask us
Do you work white-label for marketing agencies?
Yes. We build under the agency's brand, stay behind it with its clients, and hand over the code and documentation as agreed.
How do you handle confidentiality and AI?
We sign an NDA before the first technical meeting, never use client data to train AI models, define retention periods and list every subprocessor, so the firm can understand how each tool uses its data, as ABA Formal Opinion 512 asks.
What does AI transcription cost?
It's capped per call and reported monthly, so AI spend stays predictable. We set the cap with you before going live.
Where are you based, and what hours do you work?
In Colombia (UTC-5 all year), which overlaps with US Eastern time in winter and Central time in summer. We work in English and Spanish.
Do we have to change our practice management software?
No. We integrate with what you already use, such as Clio, if it has an API or allows data exports; if not, we propose the simplest option before quoting.
Related services: Systems integration and process automationCustom software development
30 minutes with the people
who'll do the work.
Tell us which system or process worries you. We'll tell you how we'd approach it, and whether we're the right team for it.
- Free 30-minute technical review
- NDA before the first technical meeting
- You own the code from day one