THE PRODUCT

Every capability is a tool you can type or click.

The same code runs whether you click a button, type into the command bar, or ask the assistant to do it for you. You approve the work.

THE PROMPT SHELL

The front door to every capability.

The Command Bar is the front door.

Cmd+K from anywhere. Type what you want. The bar resolves your prompt to a tool or a screen, and runs the same code the button would have run.

Work stays with the matter.

Drafts, documents and activity are kept with the matter they belong to, so you can pick a case back up where you left it.

Every button is a tool. Every tool is a prompt.

If you can do it by clicking, you can do it by typing, and the assistant can do it for you. One registry of tools, same code either way.

WHAT IS IN THE PRODUCT

The work of an estate-planning practice.

  • Client intake

    Send a questionnaire, collect the answers, and see what is still missing before you draft.

  • Estate plan drafting

    Wills, trusts and powers of attorney generated from your own firm templates, held for your approval.

  • Deed automation

    Property deeds prepared from the matter record.

  • Conflicts check

    Search every party across your matters from one prompt.

  • Client records and email

    Client and matter records, with email campaigns drafted for you to approve.

  • Signing, booking and billing

    Engagement letters, e-signature, booking links and invoices with online payment.

The shift is not new tools. It's a new shape for the work.

OLD WORLD / AI-NATIVE
Workflows / Agents
Logic trees / Decision systems
Predefined steps / Dynamic reasoning
Data fields / Context
APIs / Tools
Rules engine / Policies

Custom Law is built on the right side of this table.

SECURITY AND AI

For the IT-curious.

The assistant is powered by Anthropic's Claude. The subprocessor list, data processing agreement, security overview and AI-use disclosure are available on request.

Read trust & security →

See it for yourself.

Request pilot access or book a 30-minute call.

We respond within one business day.