For Legal Services founders
AI program manager for small law practices
Keep matters, proposals and client follow-ups in one record, with drafts waiting for your approval. A client record, not a legal case system.
Where it slips
In a legal services business run by its owner, these are the gaps that cost money:
- An engagement letter goes out and is not signed.
- A prospective client enquiry gets no follow-up for a week.
- Status updates to clients are written from scratch each time.
A week with dpaperwork
An example week. The details change with your setup.
- Reads. Enquiries and engagement letters in the Pipeline, whether documents you sent were opened, and Gmail threads with each client.
- Drafts. A reminder for the unsigned engagement letter and a short status update for a client with an active matter.
- You approve. Drafts wait in your Inbox. Nothing is emailed until you accept it.
What the setup call configures
- Import clients and open enquiries.
- Set Pipeline stages from enquiry to signed engagement.
- Create a Project template for a typical matter, and connect Gmail.
What it does not do
- It is not a legal case management, billing or conflict-checking system.
- It gives no legal advice and does not file anything with a court.
- Client confidentiality duties remain yours. Review how your data is handled before you load client information.