An employee you onboard in a week.
Your agent is trained on your workflows, connected to your tools, governed by your rules, and measured by its results. Here's how that actually works.
Reporting Layer
What you see
Governance Layer
What it's allowed to do
Skill Layer
What it knows how to do
Integration Layer
What it connects to
Reporting Layer
What you see
Governance Layer
What it's allowed to do
Skill Layer
What it knows how to do
Integration Layer
What it connects to
Your tools. No new software.
Your agent connects to the tools your firm already uses. We support direct API integration where available and browser-based operation where it's not. The agent logs into Filevine the same way your paralegal does — except it doesn't forget steps, doesn't get distracted, and doesn't call in sick.
Case Management
Filevine, Clio, MyCase, Litify
Intake
LeadDocket, Lawmatics, custom web forms
Communication
Slack (native), email via firm's provider
Documents
Dropbox, Google Drive, SharePoint
Billing
QuickBooks, Clio Payments
Custom
If it has an API or a login screen, the agent can operate it.
We prefer API integration where possible — it's faster, more reliable, and auditable. Where APIs are unavailable or limited, we use authenticated browser automation with session isolation, screenshot verification, and action logging.
Trained on your workflows, not generic templates.
Each agent capability is a “skill” — a structured set of instructions that defines what the agent does, when, and how. Skills are written specifically for your firm based on your discovery call. They reference your CMS field names, your channel structure, your approval preferences.
Skill: Intake Processing
This isn't a workflow builder with drag-and-drop boxes. It's a set of clear instructions that the agent reads, understands, and executes — adapting to edge cases as they arise.
You set the boundaries. The agent respects them.
Every agent operates under a permission model you control. Actions are categorized as autonomous (the agent just does it), gated (the agent asks for approval via Slack), or restricted (the agent cannot access this at all).
Permission models are configured per firm and per capability. MSO operators can set portfolio-wide defaults with per-firm overrides.
Hard numbers. Every week. In Slack.
Every Friday, your agent posts a performance report to a channel you designate. The report includes: tasks completed, time saved, issues caught, and a dollar-value ROI estimate.
Weekly ROI Report
Week of Feb 17, 2026
Reports are generated from the agent's own activity logs — not self-reported estimates. Every number links back to the action that produced it.
Reporting Layer
What you see
Governance Layer
What it's allowed to do
Skill Layer
What it knows how to do
Integration Layer
What it connects to
Reporting Layer
What you see
Governance Layer
What it's allowed to do
Skill Layer
What it knows how to do
Integration Layer
What it connects to
See the full stack on your firm's tools.
We'll walk you through each layer using your actual workflow. 45 minutes, no commitment.
Book a discovery call