Practice management systems hold the data. Nobody's looking at it. We connect AI agents to Clio, your billing, and your marketing — and they find the revenue you're leaving on the table. At our first legal engagement, we found £209K in lost revenue in month one.
We deployed our first legal engagement in April 2026. It's early. But the early results are real: £209K in revenue leakage found, 71% of open matters flagged as dormant, billing scorecards deployed for every fee earner.
The AI agent patterns we use — connecting to APIs, unifying data, automating reporting, finding what humans miss — are the same ones we've deployed across 3 e-commerce businesses over 18+ months. Legal is a new industry for us. The methodology isn't new.
AI agent connecting to Clio (or your PMS). Tracks matter health, flags dormant cases, monitors fee earners working beyond funded amounts, automates matter suspension workflows. 56 tools deployed at our current engagement.
Real-time billing dashboards synced from your practice management system. Revenue leakage detection (NULL time entries, unbilled work). Fee earner profitability tracking. Monthly trends and collections analysis. Powered by Supabase for sub-second queries.
Google Ads, GA4, and Search Console integration. Lead attribution from Clio Growth. We audit your paid spend, track which channels drive actual matters (not just clicks), and automate reporting across all 4 practice divisions.
Law firms run on disconnected systems. We connect them. Practice management, billing, marketing, and analytics — unified into one data layer. At our current engagement, we unified 4 practice divisions into a single operations view.
From our first legal engagement, deployed April 2026
We talk. You tell us where it hurts — billing leakage, dormant matters, fee earner utilization, marketing that isn't tracked. We find the quick wins together and agree on where to start.
We start with impactful, easy projects. Automated billing reports. KPI dashboards for partners. Connecting your PMS to your marketing data. AI agents that flag revenue leakage in real time. You see results fast, not after a six-month implementation.
We keep the agents running. Dedicated Slack Connect channel. On hand 24/7. We educate your team on the benefits, roll out AI across departments, and keep finding new margin. The agents get smarter. Your firm gets more efficient.
One active engagement, deployed April 2026. It's our first legal client. We're honest about that. But the AI agent patterns we deploy are proven across 18+ months of e-commerce work — the methodology is the same, the industry is new.
Currently deployed on Clio (Manage, Growth, and Billing). Our MCP agent architecture connects to any system with an API, so PracticePanther, Smokeball, LEAP, and others are all viable. The integration work is the same pattern regardless of PMS.
Base retainer plus performance fee tied to measurable results — revenue recovered, billing improvements, operational savings. If we don't find meaningful improvements, we don't earn the performance component. The audit phase is typically 2-4 weeks.
API access to your practice management system (read-only for the audit phase). Google Ads, GA4, and Search Console if you run paid marketing. We don't need access to client files or privileged communications — we work with operational and billing data only.
Yes. Law firms generate enormous amounts of operational data that nobody analyses: billing patterns, matter lifecycles, fee earner utilization, marketing attribution, client acquisition costs. AI agents connect to these systems and surface insights that are invisible to manual review. At our first engagement, we found £209K in revenue leakage that had been accumulating for months — just from time entries with no associated bill.
We'll connect to your practice management system, run the numbers, and show you exactly where revenue is leaking. No obligation. If the numbers aren't there, we'll tell you.
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