The Intake Desk, Fully Staffed.
The Operator is a worker you hire, not software you buy. This is its law-firm head start: a starting point already shaped around intake and matter coordination, so you are not building from a blank page. You make it yours from there.
Start the conversationThe Seat The Market Won't Fill.
Intake and matter coordination is one of the hardest seats to keep filled. Legal leaders say skilled support is harder to find than it was a year ago, and the assistant or paralegal you train is the one a bigger firm hires away. The work does not wait while the seat sits open. The call that does not get returned and the engagement that does not get chased are the matter itself, gone.
An Operator fills that seat. It works at full speed, all the time, and what it learns about how your firm runs, your practice areas, your intake questions, your voice, stays with the firm instead of leaving with the person who had it.
What The Pack Starts You With.
You do not start from a blank page. The law-firm pack comes shaped around the work an intake and matter desk runs, as starting templates we configure with you:
Intake and conflicts
A new inquiry captured and routed wherever it lands, the matter details gathered, the conflict check captured and sent to a person to clear, the consult booked.
Keeping matters moving
The engagement letter chased toward signature, status updates drafted, documents logged as they arrive, the quiet matter nudged, the dates you have authored tracked.
The routine back-and-forth
The status question that gets the same answer every time, the receipt of a document, the scheduling. Drafts go to a reviewer until you trust a kind of message on its own.
Proactive touches
The internal matter digest assembled, referral sources thanked, your practice-management system kept in sync.
These plug into Clio and your email and calendar. The templates are the head start. How they run is yours to shape.
From The Start.
Before it starts, we sit down with you and the people who run intake, and we shape the templates around how your firm actually operates, so it begins ready, not green.
From there the work moves the way it always did. A new inquiry comes in and gets a first reply in your voice with times for the consult. The engagement letter gets chased toward signature. The routine status question gets answered, the document that arrives gets logged, the matter that has gone quiet gets a nudge. It is all logged in Clio as it happens, and it keeps getting sharper from your team's corrections.
Yours To Shape.
We are not the experts in how your firm runs. You are. So the pack is a starting point in three parts, and the third is the biggest.
Pre-built
The starting templates above, shaped around an intake and matter desk and ready to configure. You are not building from a blank page.
Connected to your stack
Wired into your own accounts: Clio, your email and calendar, your documents. It works inside the tools you already run.
Yours to shape
Your voice, your intake questions, the way you run a matter, and where the line sits. You decide what runs on its own and what waits for a person. You are the expert in your firm; you shape it from there.
The Line.
The Operator does coordination and brings the law to a lawyer. Legal advice, the strategy, the judgment about a matter, drafting legal substance, those stay with your attorneys. Not because the software could not write a clear sentence, but because the license is the point: practicing law takes a licensed attorney, and a trained but unlicensed paralegal could not give that advice either.
Some lines are not settings anyone can move. A conflict check is captured and routed to a person to clear; the Operator never clears it itself. Trust balances are read-only: it can report them, and it never moves money. Anything that leaves the firm goes to a reviewer on your team until you decide otherwise. Every action it takes is logged where you can see it.
Beyond those floors, you govern where the line sits, and you can move it as you learn what the Operator is good at. Your client files stay private, including from us. The Operator works in your firm's own walled-off environment, on your own accounts. We can see that it is running and the record of what it did, but the contents of your matters and messages stay yours, and so do the configuration, the logs, and the off switch.
Where It Fits.
A few shapes the seat can take. We build it around how your firm runs, so these are starting points, not a menu.
New-client intake
A new inquiry lands, wherever it comes from. The Operator captures the details that matter, drafts the first reply in your voice, and offers times for the consult. The person who used to drop or slow that first response is no longer the bottleneck, and the legal advice waits for a lawyer.
Keeping matters moving
The engagement letter that sits unsigned, the matter that goes quiet, the document you are waiting on. The Operator watches the work in flight, chases what stalled, and drafts the follow-up, with everything logged in your practice-management system.
The routine back-and-forth
The status questions answered the same way every time, the consult scheduling, the receipt of a document. Drafts go to a reviewer on your team until you trust the Operator to handle a kind of message on its own.
Start The Conversation.
It starts with a conversation. We learn how your firm runs, find the intake and coordination work that is eating your team's time, and start from the pack, customizing it to your firm. If it is not a fit, we will tell you.
Pricing is a flat monthly subscription, scoped to the seat we build together, and we walk through it before any setup begins.
Start the conversation