AI Matter Assistant

From first email to review-ready matter.

See how every feature maps to your actual workflow - from the moment you open your inbox to the end of your billing day.

7:30 AM
Email Triage

Your inbox is already sorted.

Overnight emails are classified, routed to the correct matter, and prioritized by urgency. Opposing counsel filing? Flagged immediately. Newsletter? Filtered out.

  • 3-tier classification: matched, suggested, non-case
  • Automatic routing to the correct matter
  • Actionable items flagged in under 60 seconds
  • Full conversation history so replies stay in context
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9:00 AM
Deadline Intelligence

Every deadline, every county rule - tracked.

CCP § 1005 deadlines calculated with county-specific court holidays. Motion filing, service, and opposition dates - all correct, all automatic.

  • 16-9-5 court day calculations per CCP § 1005
  • County-specific holiday calendars (6 Bay Area counties)
  • Court days vs. calendar days handled automatically
  • Calendar sync with upstream reminders at 10, 5, and 2 days
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10:30 AM
Form Automation

Forms fill themselves.

Judicial Council forms populated from verified case facts. FL-100, FL-105, FL-140, FL-150 - fields mapped, completeness audited, staged for your review.

  • FL-100 (Petition), FL-105, FL-140, FL-150 field mapping
  • Only verified P0–P2 facts used (no unverified data)
  • Completeness audit for missing mandatory fields
  • Auto-generated MC-030 attachment pages when needed
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2:00 PM
AI Agents

Three agents, one team.

Triage Bot handles intake. Paralegal Agent tracks deadlines and drafts RFIs. Assistant Agent calculates, researches, and fills forms. They hand off to each other automatically.

  • Multi-agent hand-off: triage → paralegal → assistant
  • Real-time responses - see the AI working as it thinks
  • Tool traces show exactly what the agent did and why
  • Thought traces link to statutory rules in the RAG library
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5:00 PM
Passive Billing

Your billing writes itself.

Every AI action - research, draft, calculation - generates a billing entry. Professional narrative descriptions, one-click approval, Clio/MyCase export.

  • Automatic capture via tool execution hooks
  • AI-generated professional billing narratives
  • Leakage detection finds unbilled work in your timeline
  • Export in Clio and MyCase compatible formats
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Built for trust

You always have the final say.

Every AI action is staged for your review. Nothing is filed, sent, or changed without your explicit approval.

Staging Queue

All drafts - PDFs, emails, filings - go to staging first. Approve, reject, or edit manually.

Trust-Ranked Facts

P0–P5 source authority on every fact. Court orders outrank correspondence - automatically.

Source-Grounded Output

Every fact in the AI's output is traced back to a document you uploaded. Nothing is fabricated or assumed.

See the full workflow in action.

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