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Paralegal + legal-support firms · workflow automation

Workflow software for paralegal and legal-support firms - intake, filing, and deadlines tracked

Matter intake, filing, and deadline tracking, rebuilt as software you own.

Matter intake and deadline tracking are exacting, repetitive, and unforgiving of a missed date - which makes them a good fit for deterministic software. The system receives the document, extracts the fields, validates against rules, and computes deadlines; high-risk items escalate to a person. This is workflow software, not legal advice: it organizes and tracks the work, and it never automates professional judgment.

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The deterministic teardown

Matter intake + filing + deadline tracking broken down

71%

of matter intake + filing + deadline tracking runs on deterministic rules
5/7 steps at $0 runtime · 1 use AI

  1. Receive the document or matterRule · $0
  2. Extract the fieldsAI
  3. Validate against intake rulesRule · $0
  4. Compute eligibility and deadlinesRule · $0
  5. Flag exceptions and conflictsRule · $0
  6. Escalate high-risk mattersHuman
  7. Store with an audit trailRule · $0

Deterministic steps run as rules / templates / lookups - no model call, near-zero cost. This teardown is our estimate, not measured client data.

Where it breaks today

Where the workflow breaks today

  • Critical filing deadlines tracked in a spreadsheet that someone has to remember to open
  • Intake fields re-keyed by hand from documents into the matter system
  • No consistent check that an intake is complete before a matter proceeds
  • Exceptions and conflicts caught late because review is manual and ad-hoc
What you get

What you get

  • Deadlines are computed from intake and tracked automatically, with reminders
  • Document fields are extracted and validated, so intake starts clean
  • Exceptions and high-risk matters are flagged and escalated to a person
  • Every matter is stored with a complete, reviewable audit trail

Common questions

Frequently asked questions

Is this giving legal advice or making legal decisions?

No. This is workflow software for legal-support operations - intake, document handling, deadline tracking, and filing logistics. It does not give legal advice or automate professional judgment. High-risk matters escalate to a supervising professional, who makes every call.

How does it handle the risk of a missed deadline?

Deadlines are computed deterministically from your own intake rules and tracked with reminders and exception flags, which removes the human-memory failure point. A person still reviews and owns the calendar - the software is a safety net under your process, not a replacement for it.

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