Your firm's experience, compounding instead of evaporating.
Law firms, accounting & advisory practices, engineering & architecture firms, consultancies, agencies, and the brokerages and recruiters who live on placements — every firm sells expertise, then rebuilds it for the next engagement. We turn precedents, workpapers, and won proposals into systems that make every practitioner as fast as your best one.
Where you practice
Pick your practice. The use cases narrow with you.
Six kinds of firm, one discipline — scoped inside the workflow, built to written acceptance criteria, operated after go-live.
Law firms
Practices where the answer usually exists in a prior matter — if anyone could find it without knowing the matter number.
Precedent retrieval behind ethical walls
Prior motions, agreements, and memos searchable by matter type and outcome, with ethical walls enforced at the index — walled-off matters are never retrievable.
First-draft agreements from your paper
Agreements assembled from your own negotiated language and fallback positions, not a vendor's forms — queued for attorney review and markup.
Intake & conflicts automation
New-matter intake and conflict checks drafted from your client and matter records in hours — the clearance decision stays with your conflicts counsel.
Billing narrative support
Time-entry narratives checked against client billing guidelines before prebills go out — flagged for the billing attorney, never auto-submitted.
Six stations. Each one feeds the next engagement.
We remove the hunting and the retyping in between — judgment, sign-off, and the client relationship stay with your people.
Every engagement makes the next one faster
Six stations. Each one feeds the next engagement.
We remove the hunting and the retyping in between — judgment, sign-off, and the client relationship stay with your people.
- Intake & conflictsNew clients and matters checked and opened in hours — walls mapped before work begins
- ProposeDrafts assembled from won work and actual fee history, queued for partner review
- StaffAvailability, skills, and utilization visible before the commitment is made
- DeliverPrecedents and prior work product retrievable by matter type, industry, and outcome
- ReviewDrafts arrive structurally right — reviewers refine instead of rebuild
- CaptureDeliverables indexed at close, walls applied, before the team disperses
Every engagement makes the next one faster
Institutional memory
The firm that remembers everything
Expertise leaves a firm two ways: retirement and turnover. A precedent system is how it stays — indexed, citable, and behind the right walls.
Before
Institutional memory, walking out the door
- A partner retires, and twenty years of positions, pricing instinct, and client history leave in the same week.
- The associate knows the memo exists but not the matter number — the DMS returns nothing, so they rewrite it.
- Proposals get rebuilt from the last one someone happens to remember, not the best one the firm ever wrote.
- Laterals arrive with expertise and leave with it — nothing they produced is findable after the send-off.
After
Every deliverable, indexed and answerable
- Work product indexed by matter type, industry, and outcome — the three ways practitioners actually search.
- Retrieval returns the source document with citations, so reuse starts from reviewed work, not from memory.
- Proposals draw on every engagement the firm has won, priced from actuals, in your house style.
- Capture happens at close as a step in the workflow — the index grows as a byproduct, not an initiative.
Compounding stops at the wall. By design.
Walls enforced at the index
Ethical walls and client confidentiality boundaries are built into the index itself — not filtered at query time, where filters fail.
Excluded means unretrievable
Material behind a wall never enters the retrieval path. Not hidden, not down-ranked — absent.
Verified by adversarial queries
Acceptance criteria include attempted cross-matter queries that must return nothing — run before go-live and after every re-index.
What's in the way
The problems we see across the profession
Reinvented work product
Proposals, memos, and deliverables are rewritten from blank pages while better versions sit in the DMS.
Utilization pressure
Non-billable hours on research and formatting erode margins that were already thin.
Confidentiality boundaries
Client matter walls and privilege rules make generic AI tools a professional-liability problem.
What we build
Tailored to the sector, not adapted to it
Precedent & knowledge retrieval
Past work product searchable by matter type and outcome, with confidentiality walls enforced at the index.
Explore the practiceProposal & engagement letter automation
First drafts assembled from won work, priced from your actuals, in your house style.
Explore the practiceIntake & conflicts automation
New-matter intake, conflict checks, and engagement setup handled in hours, not days.
Explore the practice“Associates start from our best prior work instead of a blank document. The quality floor moved up overnight.”
Managing partner · Regional advisory firm · Regional advisory firm (~40 professionals)
Related
Go deeper
Case study
Every associate starts from the firm's best prior work
A regional advisory firm cut first-draft time 60% and lifted utilization nine points with precedent retrieval and proposal automation behind its matter walls.
Read the case studyResource
RAG is not a strategy — knowledge systems that answer correctly
Why bolting retrieval onto a document pile isn't a knowledge system — and what it takes to get answers a practitioner can cite.
Read the postProfessional services
Bring us the proposal your team rebuilt last month.
A two-week scoping phase inside your practice — cataloguing how work product actually gets found, mapping every wall before an index is designed, and writing signed acceptance criteria. Scope → Build → Operate.