The AI operations layer
for your law firm.
Put a team of agents on yourintake.
Rach.Dev runs client intake and case qualification, conflict screening, document drafting, billing and docket monitoring across Clio, MyCase and the tools you already use — with an attorney in the loop on every filing and engagement, and a hard line on legal advice.
What an agent team takes off your desk
Most of a firm's load isn't legal judgement — it's intake, screening, paperwork and chasing deadlines. Here's where agents own the busywork, mapped to how your firm actually runs.
The Front Door
Every inquiry captured, qualified and routed — 24/7, in English or Spanish.
- Multi-channel intake (web form, phone, SMS, chat)
- Practice-area questions asked automatically
- Structured intake packet ready for attorney review
Conflicts & Risk
Conflict check and case screening before a lawyer ever picks up the file.
- Adverse-party and existing-client conflict search
- Case-viability scoring against your firm's criteria
- Statute-of-limitation flag on time-sensitive matters
Document Drafting
First drafts from your templates — the attorney edits and signs, not types.
- Engagement letters, demand letters, basic contracts
- Pulled from your firm's templates and matter facts
- Strict UPL guardrails — never legal advice
Matter Coordination
Calendaring, e-filing prep, client updates and the follow-up no one gets to.
- Deadlines and court dates on the matter calendar
- E-filing packets staged for attorney review
- Proactive case-status updates to the client (EN / ES)
Billing & Time
Capture every billable minute and get clean invoices out the door faster.
- Time capture from matter activity and notes
- Pre-bill review against engagement terms
- Trust-accounting and retainer rules respected
Docket & Deadlines
The always-on watch on statutes of limitation and filing deadlines.
- Statute-of-limitation and filing-deadline tracking
- Court-rule-aware deadline calculation per jurisdiction
- Escalation as a deadline approaches — advisory only
Back-Office & Compliance
Bar-rule checks, records and the compliance paperwork no one wants to do.
- State-bar advertising and solicitation rule checks
- Records retention and matter-file hygiene
- Client feedback and complaint handling
Knowledge Layer
A role-aware assistant grounded only in your approved sources.
- Separate views for client, attorney, staff
- Every answer cites its source
- Hard guardrails — never legal advice
Watch the team run a matter
Pick a matter and press play. Watch the agent team run it end to end — an attorney approves every engagement and every filing.
Press Run the journey — or scroll in and watch it play automatically. Every clinical action waits for a clinician.
Seven specialists, one conductor
Each agent owns one job and hands the next a complete, structured matter context. Atlas routes the work, enforces the attorney-in-the-loop gates and the UPL guardrail, and writes every action to an audit log.
Atlas is the orchestrator. It routes each matter to the right specialist, carries shared client and matter context between them, pauses for attorney approval on every engagement and filing, enforces the no-legal-advice line, and records a complete, timestamped audit trail.
Click Ava below — the full intake-to-billing workflow plays out automatically.
Conflicts and risk. Runs the adverse-party and existing-client conflict search, scores case viability against your firm's criteria, and flags any time-sensitive deadline before a lawyer touches the file.
Marcus screens and scores. The decision to take the case is the attorney's.
Document drafting. Builds first drafts — engagement letters, demand letters, contract redlines — from your firm's templates and the matter facts, leaving the attorney to edit and sign, not type.
Draft only. Nora never gives legal advice — an attorney reviews and signs before anything is sent.
Matter coordination. Calendars deadlines and court dates, stages e-filing packets, routes documents, and keeps clients informed with proactive case-status updates.
Billing and time. Captures billable activity against the matter, runs pre-bill review against the engagement terms, and respects trust-accounting and retainer rules before an invoice goes out.
The role-aware knowledge assistant. Answers clients, attorneys and staff from your approved sources only — every answer cited, and a legal question is always handed to a lawyer, never advised.
Iris informs. It never gives legal advice, interprets the law, or recommends a strategy.
The Docket Sentinel. Always on, watching every matter's statutes of limitation, filing deadlines and conflict surface — surfacing a deadline weeks before it bites, and staging the response for the attorney.
Hope is advisory. It alerts and stages — an attorney decides and files. Every alert is logged with the matter and the deadline that triggered it.
Ava captures patient intake by voice, then hands a structured summary to 6 downstream agents — triage, documentation, coordination, billing, knowledge and ICU monitoring — each acting on the shared context, with Atlas orchestrating and a clinician approving every clinical action.
Ava starts the workflow.One layer over the systems you already run
Rach.Dev sits on top of your practice-management and document systems — orchestrating agents, enforcing governance and the UPL guardrail, and keeping an attorney in the loop. No rip-and-replace.
Every engagement, filing and outbound document pauses for an attorney to approve. Agents draft and stage; lawyers decide.
UPL guardrails, privilege-aware access, conflict controls, and a complete, timestamped audit trail on every action and every document touch.
Atlas routes each matter to the right specialist, carries shared client and matter context between agents, and coordinates hand-offs end to end.
Bidirectional connectors to your practice-management, document and e-filing systems over the APIs your tools already expose.
A knowledge layer that knows its limits
Iris answers clients, attorneys and staff from your approved sources only. Every answer is cited — and a legal question is always handed to an attorney, never advised.
Try a question
Hi, I'm Iris. Ask me about your matter status, fees or what to bring to a consultation — I'll always cite my source.
A knowledge layer that knows its limits — questions and answers
- What's the status of my case?
- Your matter is in the discovery phase. Your attorney, Sarah Whitman, filed the demand on May 12 and we're awaiting the insurer's response, due by June 30. Your next scheduled item is a status call on June 24 at 2:00 PM. You can view updates anytime from the client portal.
- ¿Cuánto cobran por una consulta inicial?
- La consulta inicial de derecho familiar es gratuita y dura unos 30 minutos. Si decide contratar al bufete, le explicaremos los honorarios por escrito en la carta de representación antes de comenzar. Si desea, puedo conectarla con nuestro equipo para agendar la consulta.
- Do I have a strong case, and should I sue?
- That calls for legal judgment, so I won't advise on it myself. I've routed your question and the facts you shared to an attorney, who will assess the merits and any deadlines and follow up with you directly. If a filing deadline is close, we'll prioritize your consultation.
Governance, not just guardrails
The controls that let a firm actually deploy agents — enforced in the system, not promised on a slide.
Live audit log
A sample of what every action looks like on the record.
What changes when agents own the busywork
Directional outcomes our pilots target — validated on your own data, never assumed.
The problem, in numbers
- Firms that contact a new web lead within about five minutes are far more likely to qualify it than firms that wait even 30 minutes — speed to first response is decisive. — Harvard Business Review, The Short Life of Online Sales Leads (2011)
- Lawyers bill only about 2.6 hours of an 8-hour day on average — roughly a third — with much of the rest lost to intake, admin and non-billable work. — Clio Legal Trends Report
- Administrative errors such as failure to calendar a known deadline are a leading cause of legal malpractice claims, accounting for a large share of claims year over year. — ABA Standing Committee on Lawyers' Professional Liability, Profile of Legal Malpractice Claims
Figures above are external benchmarks and pilot targets, not guarantees — we validate every number on your own data before you rely on it. Monitoring agents are advisory: they alert and stage, an attorney acts.
Start with one workflow. Prove it. Then scale.
We stand up a single workflow on your existing practice-management system, show the audit trail and the outcomes, and expand only once your team trusts it.
Pick the highest-pain workflow — client intake, conflict checks or docket monitoring — and we map it to your systems.
Agents run on Clio or MyCase with an attorney in the loop and a full audit trail, in weeks not quarters.
Review the outcomes on your own data, then roll the agent team out practice area by practice area.