Protect the privilege. Keep the firm moving.
A firm's duty of confidentiality now runs through email, cloud documents, remote work and the phones. We secure all of it to the standard a client or a bar inquiry would expect, keep attorneys working from anywhere, and put billing, realization and collections in front of the partners daily.
Built for law firms
Confidentiality and encryption
Document-management uptime
Secure remote work
Billing and realization visibility
Does running a law firms business sound like this?
Email is the biggest risk in the firm.
Wire-fraud attempts and spoofed client messages arrive weekly, and one click is a malpractice claim.
Documents live everywhere.
The DMS, email attachments, a shared drive and personal laptops, with no single copy of record.
Remote work was improvised.
Attorneys work from home and court on setups nobody designed for confidentiality.
Realization is a quarterly surprise.
Hours are entered, bills go out, and the partners learn the numbers when the bookkeeper closes the month.
There's a better way — and it's already working for businesses like yours.
Security a client can ask about, and numbers a partner can act on
We harden email, documents and devices, document the controls for client security questionnaires, and connect practice management and accounting into one partner dashboard.
- Billed, collected and written-off hours by attorney and matter
- Work in progress and unbilled time aging
- Trust account activity and reconciliation status
- Intake, matter counts and referral sources over time
Questions you could ask your own data
No reports to build, no analyst to wait on. Ask in plain English and get an answer drawn straight from the systems you already run.
“Which matters have the most unbilled time older than 60 days?”
“What was realization by attorney last quarter?”
“Which referral sources produced the most new matters this year?”
If your tools can connect, we can bring them in
A sample of the law firms systems AI in a Box pulls into one view. Don't see yours? If it has an API or export, it likely works.
The rest of what we handle for law firms
AI in a Box is one part of it. Most of our work is keeping the technology underneath running.
Law Firms, specifically
Multi-factor authentication on every account, encryption on every device and in email, phishing and wire-fraud protection, controlled document access, secure remote access for attorneys, and written policies. We document the controls so you can answer a client's security questionnaire from evidence.
Yes. Corporate and insurance clients increasingly send them to outside counsel. We complete them with you from the evidence library we maintain for your firm.
Yes. Clio, PracticePanther, Smokeball, MyCase and the document-management platforms are systems we support and, for AI in a Box, connect to accounting for the partner dashboard.
Firms of two to fifty people across Door County, Green Bay, Brown County and Northeast Wisconsin: general practice, real estate, estate planning, litigation and family law.
Let's talk about your law firms setup.
See the dashboard built for your industry, or just talk through what's not working in your current technology. Either way, a real person picks up.
No obligation. No sales pressure. Just your business, on one screen.