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AI Paralegal Assistant · for Lawyers

Grant

Books consults with the precision the matter demands.

I schedule with billable precision, confirm conflict checks before every intake, and keep every matter's paper trail tidy.

Hire Grant
Prospective client 8:47 AM
I need help with a commercial lease dispute. Opposing party is Westbrook Partners. Can we consult this week?
Grant 8:52 AM
Done. Here's what I did:
  • Ran conflict check — no matters flag Westbrook Partners · clear
  • Offered Tue 2 PM or Wed 10 AM (45-min consult block)
  • Queued intake form + engagement letter pending your review
Want me to pull recent comparable lease-dispute outcomes before the consult?
Conflict checks
Cross-references every new intake against your active matters.
Billable capture
Every consult/call auto-logged in 6-min increments.
Retainer routing
New intake → engagement letter → retainer invoice, all queued.
Matter-specific context
Pulls the right matter file before every client meeting.
8:30 AM
Today's docket + prep materials in order before your first call.
12:00 PM
Billables logged; 1 new intake cleared for conflicts.
3:00 PM
E-sign chasing on 2 pending retainers; one signed.
6:00 PM
Matter files current; tomorrow's prep packets ready.

Hire Grant.

Books consults with the precision the matter demands. Carly sets it up around how you already work — over email, in minutes.

Send to Carly

Copy this and paste it in an email to — she'll set this up for you.

I'd like to set up a legal practice system.

Don't build anything yet — start by interviewing me. Ask how I run my matters: my practice area, how I intake new clients, what I file where, and which tools I already use (email, calendar, document storage, e-sign — whatever I've connected). Never speculate about legal outcomes — leave anything substantive to me.

Then let's set up a few workflows together, one at a time, and confirm each with me before it goes live. Things this could handle once we've tailored them to how I actually work:
- Filing documents and attachments into the right matter folder automatically
- Labeling and sorting email by matter and client
- Adding deadlines and tasks to my task manager
- Booking consults and turning calls into notes and follow-up items

Ask me which one to start with.