We build for the work your practice actually repeats
Off-the-shelf legal AI knows the law. Every firm can buy that, which makes it a subscription rather than an advantage. What we build sits underneath your own practice: the repetitive, non-billable machinery that quietly eats your margin.
Below is what that has looked like in ten practice areas. Find yours, or find the one closest to it. The pattern is the same either way.
Real Estate
Chain of title, partition accounting, unlawful detainer
Real Estate
Chain of title, partition accounting, unlawful detainer
The repetitive work
Quiet title, adverse possession, boundary and partition matters all open the same way: somebody rebuilds the chain of title from twenty to forty recorded instruments. One missed recording changes the answer.
What we built
We work with a Los Angeles partition practice. They had built the firm around co-ownership disputes, and the number every case turned on was the accounting: each owner’s contributions, mortgage payments, taxes, insurance, improvements, rents collected, offsets. It was assembled by hand from years of statements. They had hired accountants just to keep up.
A partition accounting engine. Statements and records in, a reconciled contribution and offset ledger out, every figure traceable to the document it came from. Alongside it, a chain of title builder that turns recorded instruments into a dated chronology with gaps flagged.
The accounting now starts as a draft instead of a blank page, and it is built from public recorded documents, so nothing confidential has to leave the firm to produce it.
Also built for this practice area: an eviction rules engine that takes the ground for eviction and returns the correct notice, service method, timeline and LA relocation obligations, then the UD complaint and proof of service.
Bankruptcy
Schedules, SOFA, means test, creditor matrix
Bankruptcy
Schedules, SOFA, means test, creditor matrix
The repetitive work
A client arrives with pay stubs, tax returns and bank statements. Someone keys all of it into Schedules A/B through J, the Statement of Financial Affairs and Form 122A. One transposed number means an amended schedule or a problem at the 341.
What we built
We work with a consumer bankruptcy firm filing on flat fees. Their fee was fixed per case, so every hour spent on data entry came straight out of margin. The partner was a certified specialist doing work that did not require the certification, usually at night.
A schedules and SOFA builder. The debtor’s financial documents go in; draft schedules, the SOFA and a completed means test come out with every figure sourced back to the page it was read from. Plus a creditor matrix assembler and an amendment cascade, so a single changed fact propagates to every schedule it touches instead of orphaning one.
The mechanical half of a petition assembles itself. The judgment calls, which are the part the client is actually paying for, stay with the attorney.
For Chapter 11 and Subchapter V practices we build the recurring side: monthly operating reports assembled from the debtor’s own books, and a first-draft disclosure statement that ties to them.
Family Law
FL-150 and FL-142 disclosures, property tracing
Family Law
FL-150 and FL-142 disclosures, property tracing
The repetitive work
Every dissolution runs the same disclosure package: the FL-150 Income and Expense Declaration and the FL-142 Schedule of Assets and Debts, backed by returns, pay stubs and account statements. The same facts get retyped across the disclosures, the support calculation and the judgment.
What we built
We work with a family law firm handling business owner and executive divorces. Their cases turned on characterization, not paperwork: Moore/Marsden apportionment on a residence bought before the marriage, separate property traced through commingled accounts, equity grants that vested partly before and partly during. But the partner was spending his week on the disclosure package instead of the tracing.
A disclosure builder that captures the client’s facts once and renders them across FL-150, FL-142 and the supporting schedules, cross-checking for inconsistencies before service. On top of it, a tracing engine that runs statements, deeds and returns into a community versus separate analysis with the Moore/Marsden math shown.
The disclosures stop being a week of work, and the tracing, which is where the money actually is, gets the attention it deserves.
Also built here: retirement and equity division. Plan documents, grant agreements and the judgment into a QDRO draft and a time rule apportionment, with the marital period and vesting math visible.
See the full Family Law page Employment Law
Wage and hour damages, PAGA variance analysis
Employment Law
Wage and hour damages, PAGA variance analysis
The repetitive work
Turning timekeeping and payroll records into a damages number: unpaid overtime, missed meal and rest premiums, off the clock work, misclassification, waiting time and wage statement penalties. For one employee it is an afternoon. For a class it is thousands of rows per person across four years.
What we built
We work with a plaintiff-side firm running wage and hour class matters. The damages model was not a supporting exhibit for them, it was the case value and the certification argument at the same time. It also had to be defensible enough to survive an expert on the other side, and it was being built in spreadsheets.
A damages engine that reads timekeeping and payroll exports and produces an itemized, sourced number under the current Labor Code and applicable Wage Order. Beside it, a variance analysis that measures commonality across employees, which is the analysis certification actually turns on.
They know what a case is worth early enough for it to inform whether they take it, and the number holds up when it is challenged.
Because these firms work on contingency, we build for case selection too: an intake screen that reads an inquiry and returns a fast read on viability, statutes implicated and likely exposure.
See the full Employment Law page Personal Injury
Medical chronology, demand packages, lien reconciliation
Personal Injury
Medical chronology, demand packages, lien reconciliation
The repetitive work
Records arrive from a dozen providers, in no order, some barely legible. They have to become a dated treatment chronology tied to causation, then a damages summary, then a demand. Firms either pay per page for outside review or burn paralegal months.
What we built
We work with a firm that advances all of its own case costs. Because they fronted every expense regardless of outcome, outside record review was their money at risk on cases that might never resolve. The demand was also going out late, and a demand that lands months after treatment ends settles for less.
A medical chronology builder: provider records in, a dated treatment timeline out with causation, treatment gaps and total billed surfaced. Then a demand assembler that pulls the chronology, bills, wage loss and liability facts into a complete package ready for review.
Record review moved from an at-risk per-page expense to something the firm owns, and demands go out in weeks instead of months.
The half nobody talks about: lien reconciliation. Provider liens, health plan reimbursement and Howell reductions to amounts actually paid, reconciled into what the client genuinely nets.
Workers Compensation
Permanent disability ratings, cumulative trauma
Workers Compensation
Permanent disability ratings, cumulative trauma
The repetitive work
A California PD rating is a deterministic calculation: whole person impairment from the med-legal report, the impairment number, the 1.4 modifier, the occupational variant, the age adjustment, then apportionment. It produces a percentage, and that percentage is the value of the case. Today it is done by hand from a QME report by someone reading tables.
What we built
We work with an applicant-side firm carrying a full comp caseload. Applicant fees are a court-approved percentage of the award, so they could not raise prices and could not bill more hours. The only lever was accuracy and volume, and when the defense rating came back low the disagreement was almost always in the arithmetic rather than the medicine.
A rating engine that reads the med-legal report and returns the full rating string with apportionment applied, plus an auditor that checks the defense rating against it and shows exactly where the two diverge.
Ratings get checked exhaustively instead of selectively, and a correctly rated case is worth more to the client and to the firm at the same time.
Also built here: cumulative trauma reconstruction, which turns years of employment and payroll history into a defensible CT period with the correct employers and carriers identified.
Immigration
USCIS form packages, evidence portfolios, RFE responses
Immigration
USCIS form packages, evidence portfolios, RFE responses
The repetitive work
The same client fact appears on eight different forms, and inconsistency between them is what triggers an RFE or a denial. A date of entry, an address history, a prior filing, an employment gap. Today a paralegal retypes it into each form and an attorney proofreads for drift.
What we built
We work with a firm filing family and employment petitions at volume. They advertised a very high approval rate, which meant their real product was that nothing went out inconsistent. That checking was the expensive part, and it was happening at the end of a long day.
A package builder that captures the client’s facts once and renders them across every form in the filing, then checks the whole package for cross-form consistency before anything is signed. RFEs come back through the same system: the challenged criteria are identified and a response is drafted against the evidence already in the file.
Consistency stopped depending on who was proofreading, and an RFE stopped meaning unpaid rework on a flat fee.
For O-1, P and EB-1 practices we build the evidence side: press, contracts, awards and letters indexed and mapped to the specific regulatory criterion each exhibit is there to prove.
Criminal Defense
Body-worn camera review, record clearing
Criminal Defense
Body-worn camera review, record clearing
The repetitive work
A single arrest now generates hours of body-worn camera from multiple officers, plus dash cam, station video and 911 audio. Somebody has to watch all of it, timestamp what matters, and check it against what the police report claims happened.
What we built
We work with a defense firm running a broad general practice. Body-cam had quietly become the largest workload in the office and nobody had offered them anything for it. Separately, they had turned expungement and Prop 47 relief into a standalone service, which meant reading a rap sheet against four different statutes every time.
A discovery reviewer that ingests footage and reports and returns a timestamped index with every place the video and the written report disagree flagged. And a record clearing engine: a criminal history in, eligible relief determined across PC 1203.4, Prop 47, Prop 64 and AB 1076, petitions generated.
The footage gets watched completely rather than sampled, and record relief became a product they can actually scale instead of a favor that ate an afternoon.
Both are built on public material. Every form is a free Judicial Council form, and the statutes are public, so the engine is testable without a single client file.
Estate Planning
Trust funding, Probate Code accountings
Estate Planning
Trust funding, Probate Code accountings
The repetitive work
A signed trust does nothing until the assets are actually retitled into it. Deeds, accounts, beneficiary designations. Most trusts that fail to avoid probate fail for exactly this reason, and Heggstad petitions exist to clean up the failure.
What we built
We work with an estate planning practice selling packaged plans. They sold plans at a fixed price that included the home transfer, so margin depended entirely on how little manual work went into funding each one. They also knew the funding problem better than anyone, because they were being paid to fix other lawyers’ unfunded trusts.
A funding tracker. An asset list goes in; out comes what must be retitled, drafted deeds, beneficiary designations flagged, and a funding status the client can actually be shown. Alongside it, a restatement cascade so one change carries through the trust, the pour-over will, the powers of attorney, the directives and the deeds without leaving anything contradicting anything else.
Funding stopped being the step that quietly gets skipped, and a fixed-price plan stopped losing money on the back end.
For administration and litigation practices we build the other half: Probate Code compliant accountings assembled from bank and brokerage statements, or an opposing accounting audited for gaps and unexplained transfers.
Business Litigation
Discovery chronology, agreement contradictions
Business Litigation
Discovery chronology, agreement contradictions
The repetitive work
Partnership and shareholder disputes turn on documents drafted years apart by different people. Operating agreements, side letters, amendments, email. Finding where they contradict each other is a recall problem, and recall is where a careful reader eventually loses.
What we built
We work with a litigation boutique that staffs large matters with contract attorneys. They deliberately did not carry associates, so surge capacity arrived at full rate and had to be brought up to speed on the record every time. The document layer of that surge did not need a lawyer at all.
An agreement comparison engine that reads a set of related documents and surfaces every provision that conflicts, with both sources cited. Plus a discovery reviewer that turns a production into an issue-tagged chronology of who knew what and when.
A new attorney joining a matter starts from a built record rather than a banker’s box, and the contradictions surface in hours rather than at deposition.
For financial disputes we build transaction tracing: bank records, wires and ACH files into a money movement timeline showing where funds went and when, which is what fraudulent transfer and fraud claims are actually proved with.
We do not need your client files to start
Nearly everything above can be built and demonstrated on public material. Recorded deeds and chains of title are public at the County Recorder. Judicial Council and USCIS forms are free and public. The Labor Code, the Wage Orders, the Permanent Disability Rating Schedule and published decisions are public.
So the conversation does not start with you handing an outside vendor privileged material. It starts with a description of how the work moves through your firm. Nothing confidential has to leave your office for us to show you something real.
Practice area not listed?
The pattern does not really change. Every one of these came down to the same thing: a firm doing the same document work over and over, at a cost nobody had ever added up. Tell us the three things your team repeats every week and we can work out together which of them would pay for themselves.