Humans oversee.
Robots execute.
Each digital worker has its own virtual workstation and does the work in your existing tech landscape — no new platforms to integrate and learn. Humans are pulled in for oversight wherever required.
From first contact to case-ready in minutes.
The software robot captures data from web forms, emails, and phone intake sheets. It creates CRM entries, generates initial documents, and sets up the matter in your practice management system — so your team can focus on those first crucial moments to form the relationship, instead of shuffling data.
Captures form/email data, creates CRM entry, generates documents, sets up matter systems
Reviews output, speaks to client
Documents constructed. Not just filled in.
The robot pulls data from anywhere in your system to construct complex documents — not just populating a template, but dynamically assembling content based on the facts and parameters your team provides. Using your documents, your formats, your logic. The result is a near-complete draft that your team reviews, refines, and finalizes.
Pulls data system-wide, constructs documents dynamically based on user-defined parameters
Provides the parameters, reviews, and finalizes
HIPAA authorizations on autopilot.
The robot creates HIPAA authorization forms, sends them to medical providers, tracks responses, retrieves records when available, classifies them by type, and names them according to your filing convention. It can even update your case management system, marking tasks complete and messaging human team members. Your team reviews and processes the records instead of hunting them down.
Creates HIPAA auth forms, sends to providers, retrieves, classifies, names records, updates case management
Reviews and processes incoming records
Court filings submitted. Calendars updated.
The robot logs into court e-filing portals, uploads the correct documents, captures file numbers, and updates your calendar and case management system. Human oversight at the point of submission ensures nothing goes out without review.
Logs into court portals, uploads documents, captures file numbers, updates firm calendars
Oversight at submission
New matters set up before you finish coffee.
The robot takes intake data and creates the full matter in your practice management software — contact records, matter details, task templates, document folders, and team assignments. Your team confirms the setup rather than building it manually.
Sets up new matters in practice management software from intake data
Confirms setup
Audit-ready reports. Delivered automatically.
The robot generates weekly and monthly performance reports — execution counts, error rates, time saved, and ROI metrics. It can also audit any data set in your systems: are clients being contacted on time, which cases resolve fastest, where your clients are coming from. Reports are formatted, filed, and ready for review. No manual data pulls, no spreadsheet assembly.
Generates audit reports, analyzes any data set in your systems, surfaces insights automatically
Reviews reports
If the workflow is manual and deterministic, we can automate it.
The six services above are our most common builds — not our only ones. Every robot we build is designed for the client’s unique tech landscape, people, and processes. No two are exactly the same. If the work is manual and follows a repeatable set of rules, we will find elements to automate. Without a doubt.
Tell Us What You NeedWe automate where you operate
Pick your worst bottleneck.
We’ll show you what’s possible.
One process, one bot, real results. No six-figure commitment and no massive rollout. We are confident we can add value to your operation.
Tell Us Your Bottleneck