Smart Intake Cascade
A single intake form auto-builds the whole matter: retainer, HIPAA authorization, OCA statement, conflict check, SoL calc, and the matter folder — in minutes.
The platform behind the firm
The legal-operations platform for the modern plaintiff firm.
From the first intake call to the closing statement — every document grounded in real law, every deadline tracked, every action logged, every dollar accounted for. V1 shipping today · V2 in development, adding an AI legal team that never clocks out.
Why it’s different
Speed without exposure. Every feature was engineered against a specific rule before a line of code was written — so the work comes out fast and defensible. The V2 additions carry that same discipline.
Grounded, never invented.
Every case citation is checked against the real record before it reaches an attorney. Every settlement figure is computed, never guessed.
The attorney always decides.
Software prepares; a licensed attorney signs, files, and disburses. The supervising lawyer is named on every act.
Everything is logged.
An append-only record of who did what, and when — clean supervision, clean audit, clean conscience.
V1 · The standard platform, shipping today
The V1 build carries a matter from the intake call to the courthouse — intake, retainer, medical records, demand, pleadings, settlement — without dropping a deadline or a citation. Battle-tested, in daily use, and the foundation that everything in V2 stands on.
V1 · Intake & Documents
A single intake form auto-builds the whole matter: retainer, HIPAA authorization, OCA statement, conflict check, SoL calc, and the matter folder — in minutes.
Damages tallied from the medical ledger, liability framed from the record, and every verdict comparable pulled from real case law — never invented.
AI case-strength reads and valuation ranges calibrated to NY venues — clearly labeled work product the attorney owns.
V1 · The marquee feature · the anti-hallucination wall
Court Whisperer turns a plain-English question into a real case-law search. Then the Citation Gate checks every authority against the live CourtListener database. Unverified cites are flagged in red — they never make it into a filing.
V1 · Litigation
Summons, Verified Complaint, and Bill of Particulars in NY court format — behind a 7-check pre-flight gate before a suit can be commenced. Service affidavit and supplemental-BoP detector included.
Type the incident address — get defendant candidates from public records (PLUTO, ACRIS, DOB, DOS). Candidates, not defendants: only an attorney names a party. Relation-back flag fires when ownership changed after the incident.
Every line of the Bill of Particulars is cited to a source document — built to survive a CPLR §3042(c) preclusion challenge and a frivolous-conduct review.
V1 · Workers’ Comp & Immigration
Auto-fills the canonical C-3, C-3.3, and OC-400 — overlaying the official WCB PDFs, not facsimiles. Never auto-ticks a “No” box from missing data.
Confidentiality-class aware for asylum, VAWA, and U-visa matters — a CONFIDENTIAL banner, restricted matter-linking, and an automatic one-year-bar flag.
V1 · Client & Signing
A per-matter client portal with binding Documenso e-signature — and attorney-signs-first sequencing enforced before any client signs.
Real-time client-to-firm messaging with an encrypted, append-only transcript — and firm-internal notes that never leak to the client.
A visual workflow tracker, plus case notes, a contacts directory, linked cases, and a mediation-readiness scorecard — with a conflict guard on every link.
V1 · Money & Records
Gross-to-net computed to the cent — fee, costs, and itemized liens — with no figure ever invented and no funds moved by any automated process. Missing liens are flagged, never zeroed.
HIPAA minimum-necessary letters to treating providers — no injury narrative or other-provider PHI leaks, and the generator blocks if no signed authorization is on file.
An attorney work-product outline plus an impeachment matrix — privileged, zero outbound egress, never signed or served, and every cite runs the citation gate.
V1 · Security & Supervision
Operator, attorney, and admin logins — and only a licensed attorney can sign, file, or disburse. Non-lawyers can prepare everything, finalize nothing.
An append-only record of who did what and when, a DRAFT watermark on every unsigned document, and a statute-of-limitations calendar with tiered alarms.
Runs on the firm’s own hardware. Tailscale between offices, a Cloudflare tunnel for offsite — and no client PHI on the public web. Any public demo uses synthetic data only.
V2 · The next wave · in development, shipping soon
V2 doesn’t replace V1; it stands on it. An AI legal team, nightly work that runs while the firm sleeps, evidence the AI can see, deponent-type-aware prep, medical-chronology automation, and a bilingual voice AI that answers the phone at 2 a.m. Same compliance-first discipline — every V2 module carries a Counsel memo before a line of code was written.
V2 · The AI Legal Team
Your always-on paralegal. Drafts, looks up, summarizes, proposes edits — and hot-loads the full matter (facts, audit, notes, documents, contacts) before every answer. Every note or edit is a proposal you Apply or Discard.
Senior-counsel-caliber strategic reads. Confer on the theory of the case, coverage exposure, § 240 threshold, causation defense. Robert directs; the firm executes — verdict searches and case valuations fire on his dispatch.
At midnight ET, Robert reviews every active matter — and writes a per-case trial-prep memo, a durable case dossier, and a firm-wide morning digest. Wake up to a triaged day.
V2 · The moat · permanent case memory
At 00:00 ET a launchd job wakes Robert. He walks the full book, hot-loads each matter (facts, notes, audit trail, medical timeline, exhibits), and writes three things by dawn.
A per-matter trial-prep report.
Format-C attorney work product. Theory of the case, live risks, missing evidence, next actions. Mata-gated. Watermarked DRAFT until the supervising attorney reads it.
A durable case dossier.
A compact, append-only memory of the matter — the substrate Robert reads back on future confers. The firm doesn’t forget. A new associate inherits everything Robert has ever noticed.
A firm-wide morning digest.
The overnight one-pager. What’s hot, what’s aging, what should hit the calendar today. Delivered by Lisa when you log in.
V2 · Multi-modal · the AI can SEE the file
Attach any photo, scene diagram, police report, or demand letter to a confer — Robert and Lisa see it, quote it, and catch defects the same session. Path-jailed to the matter. PHI files gated behind a firm-toggleable rule.
The Auditor surface. One click: every matter’s overnight status, the digest, the per-matter trial-prep memo. See the book, not just the case.
Robert reads the case and says “pull Bronx-venue crush-hand comparables” or “compute a valuation.” The firm executes with one click — and every fire is audit-logged with Robert’s directive on record.
V2 · Workflow upgrades
Notice for Discovery & Inspection, EBT Notice, Witness-List Demand, and Insurance Demand — drafted from the matter record, in NY court format, behind a 3-check pre-flight gate. Fires only when the pleadings have closed.
Route the prep by who is being deposed: plaintiff prep (RPC 3.4 coaching-boundary, no scripted answers), defendant cross, treating physician (CPLR 3101(d)), fact witness, or 30(b)(6) corporate rep. Each class gets a shaped outline + impeachment matrix.
Reads every PDF in the medical folder, extracts structured visits (provider / date / ICD-10 / CPT / diagnoses / treatment / billing), builds a chronology, and surfaces defense-side weaknesses — DRAFT internal work product, PHI stays local.
V2 · The marquee build · high-end voice AI intake
A high-end voice AI intake — Claude Sonnet 5 brain, Deepgram Nova-3 for real-time speech, an ElevenLabs cloned voice you own. Qualifies the lead, runs the conflict check and SoL calc live on the call, and sends the retainer and HIPAA to Documenso for signature before the caller hangs up.
Qualifies the lead by practice area · runs the live conflict check · calculates the SoL · runs the NYC Culpable-Party lookup when an address is given · drafts the engagement docs · sends them for signature via SMS · fires the full 32-module V1 cascade the moment the call ends.
Two-stack design: cloud stack for lowest latency, and a local stack (Parakeet + Chatterbox on the firm’s own Mac mini) for asylum, VAWA, and U-visa matters where cloud audio egress is a hard-no. The caller’s audio never has to leave the firm’s building.
V2 · Also in flight
When the Nightly Auditor flags a gap (missing MedChron, no valuation, records-gap for Dr. X), the matching automation drafts the response overnight — and the attorney sees an Approve queue in the morning. Findings that used to be alerts become drafts.
Ask your book a question. “Every case where the medical picture suggests an undiagnosed TBI.” “Every case within 180 days of SoL with no complaint drafted.” The Auditor’s dossiers, queried across the whole firm.
Outbound voice agent for treating-provider records-request follow-ups, client status updates, and confirmations to defense counsel. Same LiveKit / Twilio stack as Ella; different persona and prompt library.
Also wiring in V2: Native NY/Federal opinion corpus (local CourtListener mirror + Westlaw MCP socket) · Photo / Video Evidence Geo-Locate (CPLR Art. 45 authentication) · NYSCEF e-filing (attorney-click-to-submit) · Multi-state form packs · CMS / practice-management import bridges.
Compliance-engineered · V1 + V2
Other tools ask you to trust they’re compliant. Law All-Day shows you the rule — every feature in V1 and V2 carries its authority in a code header and a Counsel memo on file.
The four angles that sell themselves
The citation gate that stops a sanction before it happens. [V1]
A named Mata v. Avianca shield — every cite checked against CourtListener before an attorney sees it. RPC 3.3 ABA Op. 512
The closing statement that can’t move a dime by accident. [V1]
Deterministic §474 math, no auto-disburse code path, liens flagged not zeroed. Jud. Law §474 RPC 1.15
The audit log that names the supervising attorney on every act. [V1]
Per-user attribution and an attorney-only signing gate — RPC 5.3 supervision you can show. RPC 5.3 ABA Op. 512
The AI team that never leaves the file. [V2]
Lisa and Robert hot-load the matter for every answer, cite their sources, and never touch a document without an attorney sign — asylum/VAWA/U-visa matters lock them out entirely. RPC 5.3 8 USC §1367
By the numbers · V1 + V2 combined
The software prepares. The attorney decides.
— the principle behind every gate, every draft, and every dollar · in V1 and V2
See it in full
Built for New York & New Jersey plaintiff firms ·
Personal Injury · Workers’ Comp · Immigration
This is marketing material, not legal advice.