
Matter Management
Agents continually capture matter information for credentials and experience across all partners and teams.
Your BD function works at its best when the work that must be done gets done.

Agents continually capture matter information for credentials and experience across all partners and teams.

Agents debrief with lawyers and follow up consistently, on brand, with the right message after every meeting.

Distribute real-time insight and content across all platforms and formats.
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We've created a bench of existing agents, ready to deploy and carry out routine marketing and business development tasks that are currently bottle-necking growth.
If we can't already do what you need, our modular architecture means it won't be long until we can.
Our Assistants initiate or accept calls from authenticated users. They are all trained to be experts in specific use cases, imbued with years of experience and industry best practice, enabling them to ask the right questions to extract the right information without the user needing to 'prompt'.
Advanced NLP converts your dictated updates into structured information, which is securely processed and analysed.
Where secure, we combine our new information with existing data sources.
Extracted data updates your CRM, case files, or legal documents in real time, and feeds into a knowledge graph which improves the quality of Assistants over time.
We capture information once, and use it as many times as we need.
Leonard is our first assistant, initially designed to streamline the process of creating matter summaries for use across the firm. Leonard can write Directory submissions, content for pitches, website updates and integrate with CRMs and matter management platforms.
Through a single conversation with a Lawyer, Leonard can: