For lawyers
Your clients stop asking what is happening.
Build a system of agents that keeps every client informed, chases the documents they owe you, and watches the dates that matter - so the only thing reaching your desk is the work that needed a lawyer.
The client
What it changes for your client.
They ask at ten at night and get an accurate answer from the file, instead of a promise that someone will call them back.
In plain language, with the reason attached, and again a few days later if it has not arrived.
A question on a Sunday is answered on a Sunday, or the client is told plainly that it is with you and when to expect you.
Time that went on status calls goes on the work that moves the matter forward.
You
What it changes for you.
Documents, signatures, identification, statements. The agent asks, reminds at the interval you set, and tells you when it has everything or when a client has stopped replying.
Everything routine is answered from the file. What arrives on your list is the part that required your judgement, with the context already gathered.
Clients subscribe monthly, through the app, directly to you. You set the packages and the prices.
How it works
You set it up in writing. There is no code.
You describe, in plain language, what each kind of matter needs, where the answers come from, and which questions you want in your own hands. That description becomes the agent, and you can change any of it later in the same way you wrote it.
The documents, the stages, the dates and the questions clients always ask - per area of work, in your own words.
The matter file and the client-facing notes you have approved. Change a note once and every client hears the new version.
The questions you want in your own hands. Each one arrives with the file and the history already gathered, so you pick it up ready to decide.
Where to start
Start with the matters that repeat.
Long timelines, many documents, and a client who wants to know every week whether anything has moved.
Clients who need answering often and gently, and paperwork that arrives in pieces over months.
Fixed deadlines, forms, and evidence the client has to gather themselves before you can file anything.
Each has its own documents, its own dates and its own questions. A conveyance and a probate are not chased the same way.
The same system, other practice areas.
What changes is the list of documents and the dates. The mechanism is identical.
Filing dates, contract renewals and the annual paperwork every client forgets is due.
Disclosure deadlines and a client who needs telling what has happened after every hearing.
What the app does
It answers, it chases, it watches, and it escalates.
A client asks where their matter stands and gets an accurate answer from the file, at the hour they asked it. Every answer is drawn from the record and the notes you approved.
The documents, signatures and identification you are waiting on. A reminder at the interval you set, and a note to you when it arrives - or when it has stopped arriving.
Deadlines, limitation dates, filing windows and renewals. You hear about them while there is still time to act, not on the morning they fall due.
Anything you said you wanted to see. It arrives as an item on your list with everything the agent already knows attached, so you start from a full picture instead of a blank one.
The matter is moving, the client has been told, and nothing is outstanding. You see it in the report and do nothing.
A document is late, or a client has asked something you wanted to see yourself. It reaches you as an open item, with the history attached, and you decide without opening the file from scratch.
A date is at risk. You hear about it immediately, and you decide what the client is told and when.
In practice
Where it runs, and how you get paid.
One account per client, holding their matter, its stage, what is outstanding and every exchange so far. You see the file and the report. They see a conversation.
WhatsApp for the clients who prefer it, and a chat window on your own site for the ones who do not. Nothing to install, and nothing for an anxious client to learn at the worst moment of their year.
Payment is part of the flow rather than bolted onto it. You decide what a package includes and what it costs, clients subscribe from inside the app, and the money arrives in your own account.
You build a page for the service inside the app, in your firm's name: what it covers, who it is for, what it costs and how to start. No website and no developer.
Effort and cost
What it takes, and what it costs.
Two or three working sessions to correct the configuration we generate for your practice areas, then a pilot of four to six weeks on matters you are already running.
A report you read in a few minutes, and the decisions on whatever it puts in front of you.
A Surogate plan from $96 a month at the level that includes client subscriptions and payments.
Clients pay you monthly through the app, at the price you set.
Start here
Start with one practice area.
Tell us what one kind of matter needs and what your clients always ask. You will read the first message they would receive before anyone receives it.