The Legal Instruments Platform

The first AI-native practice management platform for small firms.

Every tool a solo or small firm needs to run matters end to end — booking, matters, drafting, signing, and billing — on one platform. And because it all lives together, the AI works from the full context of each matter: smarter drafts, sharper emails, more accurate answers.

Calendar & booking

Clients book themselves in.

Booking runs on your real calendar — two-way synced with Google and Outlook, so live availability is always accurate and every booking lands on your actual schedule. Clients self-serve a slot that fits; no phone tag, no double-booking.

✓Never double-booked — syncs to your real Google or Outlook calendar

✓Clients only see the times you're genuinely free

✓Fewer no-shows, thanks to automatic reminders

MarchInitial consultation · 30 min

9:00

10:30

1:00

3:30

Booked · confirmation sent to client

Matter management

Every matter, in one view.

See where each matter stands, what's waiting on the client, and what's waiting on you. Nothing slips because the status is always current.

✓Know what's waiting on you vs. the client at a glance

✓Nothing slips — tasks and approvals live in one place

✓Answer “where are we?” in seconds with full matter history

MatterStage

Ramirez · Estate planAwaiting signature

Chen · LLC formationYour review

Okafor · Lease reviewIntake

AI service creator

Describe a service. It's built.

Tell the assistant what a service should do in plain English — intake, gates, documents, pricing — and it assembles the workflow. Change it any time by asking. Nothing goes live until you approve.

✓Launch a new service in minutes — no consultants or change orders

✓Gets sharper about your practice the more you use it

✓You stay in control — nothing goes live without your sign-off

Legal Assistant

Create a bilingual will service: intake, flat $900, e-signed Last Will and Testament before I review.

New service configured

Bilingual will · Estate plan

Bilingual intake form

E-sign gate before attorney review

Flat-fee billing · $900

Service created and liveApproved by you

Document generation

Drafts, ready for your review.

Intake answers flow into your document templates and produce a first draft automatically. You edit and approve — the client never sees a word until you release it.

✓Drafts sound like you — built on your own templates

✓Hours of drafting already done before you open the file

✓Clients never see a word until you approve it

Last Will and TestamentAI DRAFT

I, Jane A. Doe, a resident of Travis County, Texas, being of sound mind and

disposing memory, declare this to be my Last Will and Testament, revoking

all prior wills and codicils heretofore made by me at any time.

I appoint my spouse, John R. Doe, as the sole Executor of this estate, to

serve without bond, and devise all tangible personal property to my said

spouse if surviving, with the residue passing to the Doe Family Trust.

Generated from intake

E-signature

Sign in the same place.

Clients review and sign engagement letters and agreements right in their portal — bilingual, no extra tool to learn. Signatures land back on the matter automatically.

✓Clients sign in minutes — no new tool, English or Spanish

✓Engagement letters signed before any work begins

✓Executed copies file themselves to the matter

Last Will and Testament· Ramirez

Maria Ramirez

Signed · March 14, 2026

Signed & recorded on the matter

Billing & payments

Quote, consent, collect.

Present fee quotes, capture consent, and collect payment in the client's portal. Nothing billable moves forward without the client agreeing first.

✓Bill the way each matter needs — flat, hourly, or staged

✓Get paid faster with upfront consent and one-tap payment

✓Every payment reconciles to the matter automatically

Fee quote$900

Will & estate plan — flat fee$900

Client consentGiven

Paid · recorded on the matter

Trust accounting

Client funds, always reconciled.

Keep retainers and settlements in compliant IOLTA trust accounts, separate from operating funds. Every deposit and disbursement is tracked to the matter, with three-way reconciliation built in.

✓Stay bar-compliant with segregated IOLTA trust ledgers

✓Never breach trust rules — overdrafts are impossible

✓Reconcile in one click and stay audit-ready

Trust ledger · IOLTAIn balance

Retainer deposit · Alvarez matter+$5,000.00

Court filing fees disbursed−$435.00

Earned fees → operating−$1,200.00

Client trust balance$3,365.00

Bank, book & client ledgers reconciled

Client CRM

Every relationship, in view.

Track people from first inquiry through matter close. Leads captured from your site and intake forms land here, with full contact and communication history on every client.

✓Turn more inquiries into clients — leads captured automatically

✓Every client's full history is one click away

✓See your whole pipeline from first call to retained

Clients & leads12 new this month

MAMaria AlvarezRetained

DCDavid ChenConsult booked

TOTunde OkaforNew lead

Client portal

One secure home for every client.

Clients log into a branded portal to book, upload documents, message you, review drafts, sign, and pay — all in one place, in their own language.

✓Give clients a polished, on-brand experience in their language

✓Cut the back-and-forth — clients handle their own uploads

✓Everything the client needs behind one secure login

Alvarez · Estate planIn progress

✓Intake completed

○Review & sign draft willAction

✉Message your attorney

Client communications

Every client conversation, on the record.

Client emails and secure portal messages flow into the matter automatically — nothing scattered across inboxes. Reply from one place and it's logged for you.

✓Client emails file themselves to the right matter

✓Secure portal messaging keeps sensitive chats off email

✓One complete thread per client — nothing lost in inboxes

Alvarez · Estate planAll logged

✉Email · maria@…Gmail

“Attached the deed and the account statement you asked for.”

Got it — I’ll have the draft ready for your review Thursday.Portal message · delivered

Every message logged to the matter

Integrations