Your pipeline, triaged before your first coffee
Every morning at 7, the engine reads your pipeline and shows up with the outreach drafted.
Every contact considered. Only the ones that matter surface.
At 7am the engine reads your whole pipeline and filters hard: dormant skips, already-handled skips. What survives is sized to your team, so a three-person firm never opens a 400-item list.
It learns what wins cases at your firm, then does more of it
Your retained and lost matters become pattern data. If texting injury leads from Google Ads converts at 85 percent at your firm, tomorrow’s recommendations lean into exactly that.
When a lead is shopping other firms, you hear it first
Phrases like "talking to another attorney" are caught across calls, forms, and notes. One match rockets the contact to the top of the queue, because second place in legal is zero.
“...honestly we’re also getting a second opinion from another firm on the operating agreement before we decide anything...”
Detected: competitor shopping · contact boosted to top of today’s queue · suggested action: partner calls within 2 hours with the revised fee proposal
It knows a no-show from a just-met, and acts accordingly
A meeting in 48 hours pins follow-up at maximum priority. A no-show gets a rebook nudge, not a cold pitch. Every contact gets handled in its real lifecycle moment.
Every task arrives with the work already done
Texts arrive written, emails arrive with subject lines, calls arrive with talking points. Anything AI-written waits for one-click approval, so your team supervises instead of typing first drafts.
Hi Sarah, this is Rachel from Hartwell Family Law. Wanted to make sure Thursday at 2 still works before we hold the time. You mentioned the custody timeline was your top worry, so we will start there.