Skip to main content

Demos

Click through it before you call.

Four interfaces like the ones we build for clients: filter the lists, open a record, trigger an action. Watch for the points where each one stops and hands over to a person.

Sample data, entirely made up. Every name, reference number and amount is fictional. Real client data has no place in a public demo.

01Law firm

Client intake & conflict check

Inquiries from web forms, email and phone notes are captured, checked against your client database and opened as matters.

  • Open an inquiry with a possible conflict: it never becomes a matter automatically.
  • Extracted details sit next to the original message.
  • Every step is written to the activity log.
Client intakeSample data
Inquiries today
10
Matters opened
3
In review
1
Open
6

Emily Carter

Family law · Web form · 9:41 AM

Matter opened

Original message

Hi, my husband and I separated in March. We have two kids (6 and 9). I need help with custody and child support. Best to reach me weekdays after 4 pm.

Extracted details

Client
Emily Carter
Adverse party
Ryan Carter
Practice area
Family law
Issue
Custody, child support
Callback
Weekdays after 4 pm

Conflict check

No hits

No hits across clients and adverse parties

Activity

  1. 9:41 AM

    Inquiry received from website form

  2. 9:41 AM

    Details extracted and attached to the inquiry

  3. 9:41 AM

    Conflict check: no hits

  4. 9:42 AM

    Matter 2026-0124 opened, assigned to A. Patel

  5. 9:42 AM

    Engagement letter sent for e-signature

02Law & accounting firms

Deadlines & follow-ups

Deadlines are picked up from incoming documents, calendared with a warning date and handed to a backup when needed.

  • Every deadline shows how it was calculated.
  • Edge cases are flagged for manual review.
  • Overdue items sit at the top, not somewhere in the list.
DocketSample data
Open
12
Overdue
1
Next 7 days
5
Manual review
2

Follow-up: file proof of service

Reyes v. Summit Auto Group · 2025-0088

3 days overdue
Due
3 days overdue
Warning date
–
Responsible
L. Brooks (paralegal)
Backup
M. Singh

How it was calculated

  1. 01Service completed per process server's report
  2. 02Follow-up set for 7 days after service

Source: Follow-up from matter

03Accounting, property management, insurance

Document chase

Missing documents are tracked per client and reminders go out automatically, on the channel the client actually uses.

  • After three reminders, a person takes over.
  • Items are checked off as soon as they arrive.
  • Every reminder is logged with its date.
Document trackerSample data
Open requests
8
Missing items
15
Escalated
2
Reminders sent
13

Riverside Dental LLC

2025 business return · Accounting · Portal

Open

Documents

  • December bank statements (missing)
  • Fixed-asset purchases (missing)
  • Equipment loan agreement (received)received
  • Payroll summary (received)received
2 reminders / 3

Activity

  1. 12 days ago

    Request sent in the portal: 4 documents

  2. 8 days ago

    Reminder 1 by portal message

  3. 6 days ago

    Loan agreement and payroll summary uploaded

  4. 3 days ago

    Reminder 2 by email

04Property, insurance & staffing

Inbound assistant

An assistant answers routine questions, books appointments and hands everything else to your team with a summary.

  • Emergencies go to a person immediately.
  • It won't quote prices, promise coverage or answer legal questions.
  • Try the suggested replies in a conversation.
Inbound assistantSample data
Conversations
8
Urgent
1
Handed to team
4
Avg. response
8 sec

The Bennett family

Maple Court Property Management · SMS

Urgent
Hi, water is dripping from our bathroom ceiling. What should we do?

7:12 AM

Thanks for letting us know. Put a bucket underneath and switch off the bathroom light. I'm alerting our on-call maintenance tech right now.

Assistant · 7:12 AM

Morning, this is Marco from maintenance. I'll be there in 20 minutes.

Team · 7:15 AM

Handed to the team

Water leaking through the bathroom ceiling, 210 Harbor St, Unit 3B. On-call maintenance on the way, a plumber is dispatched after inspection.

Simulate a reply

05Boundaries

What these systems don't decide on their own

Each of the four interfaces has points where it stops and hands over to a person. That isn't a gap. It's the design.

  • A possible conflict of interest never opens a matter. An attorney reviews it.
  • A deadline with an unclear service date isn't calculated. It's flagged.
  • After three reminders, a person calls. Not another automation.
  • Emergencies, prices and professional questions always go to your team.

How a system like this gets built for you

The demos show typical workflows. Yours gets built along your actual process and into the software you already run.

See servicesSee industries

Which of these workflows costs you the most time?

On the call, we'll show you what this would look like with your data and your software.

Book a call

Reply within 24 hours