Matters and documents live in folders and email threads
Finding the current version means searching an inbox. The file exists, but the state of the work only exists in someone's memory.
SADI for legal & professional services
Every matter should have a status somebody other than you can read.
Intake, matters, documents, and billing in one system — so work moves without waiting on the one person who knows where it stands.
What we hear
If any of this sounds like your week, it’s a systems problem.
Only one person knows where a case stands
Every status question routes through the same partner. Clients wait, and so does the work behind it.
Billable time is reconstructed at the end of the week
Time recorded from memory is time under-recorded. The gap between work done and work billed is invisible and constant.
New enquiries sit while everyone is with clients
The people most able to convert an enquiry are the least available to answer one, so good matters go elsewhere.
What we'd deploy
Built for how legal & professional services actually runs.
Assembled from tools we've already built, then shaped to your operation — which is why this takes weeks instead of quarters. The analysis decides which of these you actually need.
Matter & case pipeline
Every matter with a stage, an owner, and a next action — readable by anyone without asking.
Document assembly
Engagement letters, standard agreements, and reports generated from matter data instead of copied from the last one.
Client & matter records
One record per client with permissions, conflicts, and history attached.
Intake & enquiries
New enquiries captured, acknowledged immediately, and routed to whoever should take them.
Drafting & review assistant
Summarises long documents and drafts first passes from your own precedents — always for a professional to review, never to advise.
Every matter has a status, and nothing waits on someone remembering it.
How we work
One team. Analysis to autonomy.
- 01 — Analysis
one week
We get inside the operation before we touch anything.
- 02 — Strategy
the roadmap
What to build, in what order, and what to leave alone.
- 03 — Execution
4 to 10 weeks
We build it, and we put it into the operation.
- 04 — Academy
always included
We teach your team to be AI-first.
Let's start by understanding the problem.
Six questions, about two minutes. You'll see what we'd build before you ever speak to us.