The advice was right. The trust account reconciled eleven days late.
Firms, in-house teams and notaries. Confidentiality is absolute, deadlines are absolute, and the administration between them is done by whoever has a free afternoon.
Matters, deadlines and client money under absolute obligations.
The practice runs on obligations that don’t move — limitation dates, trust account rules, privilege. Our core employees screen every intake against the live register, reconcile both accounts daily, flag the limitation date nobody has been assigned, and hold any client money that arrives without a written instruction. No advice is given and no conflict is waived except by a partner, on the record.
What arrives, and how
Client enquiries, incoming documents and clerk notes — privileged material stays inside your systems.
What we do with it
Screen at intake, reconcile daily, track every date centrally, and hold money that arrives on a phone call.
What never leaves your people
Giving advice, allocating client money, waiving a conflict.
A matter intake and trust check, exactly as Memo filed it.
Every line carries the check that produced it, and anything held stays visible with its reason attached. Structure and logic from a live deployment; values changed.
ConsoleFileEditViewWindowTue 24 Jun 15:38«El depósito es del cliente nuevo, me dijo por teléfono a qué asunto va pero no lo tengo por escrito.»
The deposit stays unallocated until a written instruction exists. Memo holds it, asks the clerk to obtain the instruction in writing, and the movement waits — because client money allocated on a phone call is the finding.
Inside your practice management system — not beside it.
Fee earners keep working where they work, and privileged material stays in the systems it is already in, in the region you nominate. What changes is that the screen runs and the account reconciles daily.
Connected on the systems you already run
Built against the rules you’re audited on
Your checklist is the source of truth, not ours. When a rule moves and the checklist doesn’t, your compliance lead gets told.
Four of our core employees, specialized on your practice.
Each one arrives generic and is taught your sites, your rules and your checklist over roughly three months. Scope and permissions are set per system, by you.
Runs the conflict screen against the live register at intake, tracks limitation dates, and holds anything unassigned or unevidenced.
Their page →
Trust and office accounts reconciled daily, with any movement lacking a written instruction held rather than allocated.
Their page →
Client intake and status — the first response the same hour, with the matter opened rather than queued.
Their page →
Fee earner admissions, insurance and continuing-education requirements tracked to expiry.
Their page →Most of it happens before anyone opens a file.
One Tuesday from a live deployment, reconstructed from the audit log. Times are local.
Sara screens three new intakes and declines one on a conflict with matter M-1904.
Memo holds a $240,000 trust deposit received without a written instruction.
Alex opens two matters from Monday enquiries and confirms next steps with both clients.
Sara escalates a limitation date expiring in 34 days with no fee earner assigned.
Memo reconciles trust and office accounts — no discrepancy carried into month end.
Alex answers a client’s procedural question from your own precedent material.
An estimate you can check, not a quote.
Every assumption is written underneath. If one of them is wrong for your operation, the number is wrong — tell us and we’ll run it on your real volumes during the diagnostic.
How many matter and trust documents do you process in a month?
Tell us where the
work piles up.
Send us the process that keeps your team late and we'll come back with a concrete read on what an AI employee would take off their hands — not a generic deck.
- A real person reads every message. No chatbot, no ticket queue.
- We reply within one business day, in Spanish or English.
- The first conversation is a 30-minute operational diagnosis. No commitment.
A firm of sixty fee earners.
Company name withheld under NDA. Numbers verified by their own internal audit six months after go-live.
Conflicts were screened by asking partners, trust accounts reconciled at month end, and limitation dates lived in individual diaries. Intake took an average of three days to become an open matter.
Sara screens every intake against the live register and tracks limitation dates centrally; Memo reconciles both accounts daily and holds any movement without written instruction. Month end carries no discrepancies.
Two weeks inside your practice, on your real matters.
Someone from our forward-deployment team works a real intake and a trust reconciliation by hand, maps where the exposure actually sits, and shows you exactly where this fits. No commitment either way.