Matter management with AI review
Matters, documents, deadlines and billing in one place, with AI that drafts first-pass review and cites its sources for a lawyer to check.
At a glance
- Industry
- Legal
- Core modules
- 5 modules
- Disciplines
- AI & Automation, Software & SaaS, Enterprise & Integration
- Integrations
- 4 systems
The problem
Firms keep matters in folders, deadlines in personal calendars and time in a separate billing tool. First-pass document review consumes junior hours, and a single missed date carries real risk. The system has to be fast, auditable and conservative about what AI is allowed to do.
- 01Deadlines tracked in personal calendars
- 02Hours of first-pass document review
- 03Time recorded late, billed later
The system
What we would build.
5 modules, designed around the people who use them every day.
- 01
Matters & clients
Parties, conflicts checks, notes and tasks per matter, with permissions by team.
- 02
Documents & versions
Version history, templates and full-text search across every matter.
- 03
Deadlines & court dates
Key dates calculated from rules and filings, shared and escalated automatically.
- 04
Time & billing
Time captured as work happens; invoices generated against agreed rates.
- 05
Client portal
Secure document exchange, status updates and e-signature.
- Integrations
- Microsoft 365 / Google Workspace
- Accounting
- E-signature
- Document storage
- Next.js
- .NET
- PostgreSQL
- Microsoft Azure
- Azure OpenAI
AI & automation inside
Where AI does the routine work.
Every AI step is measured against real examples before it goes live, logs what it did, and hands uncertain or high-stakes cases to a person.
Clause extraction & comparison
Key clauses pulled from contracts and compared with your standard positions, with every result linked to its source.First-pass review
Documents summarised and tagged for relevance, with confidence shown; lawyers decide.Deadline extraction
Dates found in filings and correspondence proposed as calendar entries for confirmation.
Delivery
How we would deliver it.
In phases, each one in production before the next begins, so the business sees value early and every step can be adjusted.
- Phase 1
Discovery & risk review
Map matter workflows, deadline rules and confidentiality requirements with partners and staff.
- Phase 2
Matters, documents & dates
The core record, document store and deadline engine in production.
- Phase 3
Billing, portal & AI review
Time and billing, the client portal, then AI review behind an evaluation set.
What we would agree to measure
Targets set with you during discovery, not results we claim in advance.
- Hours spent on first-pass review
- Deadlines confirmed vs. missed
- Time from work to invoice
- Matter profitability visibility
Start a project
Need a system like this one?
Every blueprint changes once it meets a real business. Tell us how yours works today. An engineer will reply with honest questions and a sensible first step.
What happens next
- 01We review your briefAn engineer reads every message and replies within one business day.
- 02Discovery callAbout 30–45 minutes on your goals, constraints and what a good outcome looks like.
- 03Written proposalScope, approach, team, timeline and an estimate. No charge and no obligation.

