Matter status is a question, not a screen
Where a matter stands depends on who you ask and how recently they looked. Clients notice before partners do.
A first pass on the reading. A person still signs it.
The value in a firm is judgement, and judgement is what gets squeezed by intake, summarising and chasing. We take the first pass off the pile — with an approval gate and a named human accountable for every output that reaches a client.
Three things we hear in almost every first call.
First-pass reading eats billable judgement
Senior time goes on summarising and sorting, which is exactly the work that does not need seniority.
Confidential work rules out most AI tools
The obvious tools are the ones you cannot put client material into, so the firm does nothing and falls further behind.
The parts of the system that fit this work.
Governed AI agents
Claude does the reading, chasing and first drafts. A named person stays accountable.
How it worksManaged AI employees
Onboarded like a hire, run and governed by us, switched off by you at any time.
How it worksBusiness process consulting
Find where the work leaks time and money, and fix the flow before the software.
How it worksGoverned, with a name on every result.
Each agent gets one defined job, an approval gate before anything leaves the building, and a named person accountable for what it produced. Confidential correspondence runs through a compliance filter first.
Three fixed-scope ways in.
Start here on AI
AI employee pilot
One agent, fixed scope, a few weeks. Real output you can judge before committing to anything larger.
What’s includedCompliance layer for regulated communications
A compliance filter on every regulated reply plus a named human accountable for it. For FINRA, SEC and legal or confidential correspondence.
What’s includedManaged AI employee
A governed, compliance-checked first-pass worker that runs 24/7. We run and govern it; you can switch it off at any time.
What’s includedEvery engagement is fixed-scope and quoted in writing after the right-fit call, before any work starts.
Bring one real problem.
Fifteen minutes, one process you already know is broken. If we are not the right fit we will say so on the call.
Different firm? Construction · Accounting and tax · Government contractors · All industries