Route, score, and open matters without a partner reading every email.
Inbound enquiries triaged, conflicts cleared, and matters opened inside your practice management system. Fee earners start with context, not an inbox.
Four places triage quietly costs a firm money.
Inbound triage
Enquiries, referrals, and inbound emails classified by practice area, urgency, and fit. Straight to the right fee earner, never to the wrong inbox.
Conflict & fit checks
Automated conflict searches against your PMS. Fit scoring against your ICP and capacity. Matters you can't take, flagged early.
Priority scoring
Urgency, value, and deadline risk scored on arrival. Partners see what actually needs attention today.
Matter opening
Passed conflict check? Matter opened in the PMS, engagement letter queued, KYC kicked off. Fee earner starts with a ready file.
Prototype first. You see it before you buy the full build.
Prototype
We pick one workflow and build a working demo against your real data. Two weeks, so you see it before committing.
Build
If the prototype lands, we scope the full system. We build it end-to-end with weekly check-ins. Typically six to ten weeks.
Install
Deployed inside the systems your team already uses. Docs, runbooks, 30-day warranty. You own the code on day one.
Fixed price. No day rates. No surprises.
One-off, fixed scope
- Prototype against your real data
- End-to-end build (data pipes, logic, UI, alerting)
- Install inside the tools you already use
- Documentation and runbooks
- 30-day post-install warranty
- Full source code, in your repo, on day one
Cancel any month
- Monitoring and alerts on production workflows
- Maintenance fixes and model upgrades
- Priority on new builds and adjustments
Skip it and you still own the code. No lock-in.
Stop losing matters in the intake inbox.
Twenty minutes, no pitch deck. We talk about how your firm handles incoming matters today.
Book a 20-min intro