Notes from the modern law office
Document automation, trust accounting, AI and the craft of running a firm — written by the people building the platform.
Stop rebuilding your documents in web editors
Every legal platform promises document automation, then asks you to re-create twenty years of Word documents in a browser editor. There is a better way — leave them in Word.
Read the essayIOLTA trust accounting, explained like you have five minutes
Operating versus trust is the sharpest edge in legal finance. Here is the model in plain English, and how software should protect you from the classic mistakes.
ReadAI that does the work, not just the talking
Chat is table stakes. The interesting question is whether your AI can open the case, draft the document from your template, calendar the deadline, and email the client.
ReadThe hidden cost of running a firm on email attachments
Medical records in inboxes, drafts named FINAL-v7-REALLY, clients emailing socials in the clear. The attachment habit is expensive — here is the exit ramp.
ReadThe 50 reports your firm already needs (and probably cannot run)
A/R aging by case type. Attorney utilization. Trust ledger by matter. If producing these takes a weekend of spreadsheet surgery, your data is telling you something.
ReadClient portals that clients actually use
Portals fail when they demand accounts, passwords and patience. Ours took the opposite bet: email verification, one-tap payments, zero training.
ReadRun your firm like it’s 2030.
Documents, templates, trust accounting and AI — one platform, one login, one price. Set up in an afternoon.
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