Legal operations suite

Turn every matter into a controlled workflow.

Coordinate intake, preliminary conflicts, licensed legal research, documents, deadlines, client updates, billing, and firm intelligence—while keeping acceptance, advice, filings, and legal judgment with the attorney.

✓Confidentiality-first✓Source-linked research✓Attorney approval gates✓Complete audit trail
Legal Operations Command Center● LIVE OPERATING VIEW
Choose a story
Employment intake · Jordan LeeInquiry → preliminary conflicts → attorney review
Firm activity is updatingIntake, research, matter, deadline, document, and billing signals
◎
Active intakes72 awaiting attorney
◷
Deadlines monitored343 in next 48 hours
▤
Evidence under review12Research sources + document issues
✓
Attorney approvals5Required before action
Matter pipeline$1.84M↑ 12% quarter to date
First response2m 18s94% within target
Deadline coverage100%Dual-calendar verified
Billable capture92.4%↑ 6.8 points
Collection rate96.1%↑ 2.4 points
Needs attorney52 high priority

New matter intake

Structure the inquiry, run preliminary checks, and prepare an attorney-ready brief.

Matter pipelineEvery stage has a named owner and approval status
New inquiry7
Jordan LeeEmployment · urgent92% intake complete
Conflict check3
Arcadia SystemsCommercial dispute1 possible match
Attorney review5
Nguyen FamilyEstate planningBrief ready
Engaged4
Harbor & PineOutside counselE-signature sent
Active matter42
Rivera v. NorthLitigationDiscovery active
Intake + preliminary conflict workflowStructured from phone, web, email, or referral
Controlled next-step workflowDrafts are prepared automatically; external actions remain gated
Now · IntakeVerify parties + urgencyIn progress
Next · ReviewAttorney reviews conflict resultApproval required
Then · ClientSend engagement or declineDraft only
After · MatterOpen workspace + deadlinesAfter approval
Firm intelligence

Know what is happening before it becomes urgent.

Live operating signals become a reviewable picture of intake, capacity, revenue, client experience, and matter risk.

Billings + collections outlook

Actual collected revenue and near-term forecast

CollectedCurrent monthForecast

Matter source performance

Qualified intake conversion by origin

Referrals
68%
Organic
54%
Partners
49%
Paid
31%
Events
25%

Practice health

Operational indicators across the firm

Attorney utilization78%Healthy range
Client sentiment4.8↑ 0.3
Unbilled time$42k↓ 11%
At-risk matters3Review queued

Rivera v. North · matter control timeline

One reviewable sequence across the practice system, calendar, documents, email, and billing.

$84,600Budget 73% consumed · 76% complete
Matter openedConflict cleared · signed
PleadingsFiled · receipt stored
Discovery planApproved by counsel
Production due48 hours · owner assigned
DepositionsCalendar hold drafted
MediationTarget · Nov 12
Illustrative operating impact

More legal work. Less coordination drag.

Modeled from the visible demo activity; actual results depend on firm volume, systems, controls, and adoption.

Administrative hours returned146 / moIntake, status, document, and billing work
Billable value recaptured$31.4kIllustrative monthly potential
Faster first response87%From 17 minutes to 2:18
Simulation: No live client data, conflict decision, legal advice, filing, communication, billing entry, or account is changed by this demo.Attorney judgment remains final.