Law firms in Texas / US
Stop losing new matters to voicemail.
We stand up a private intake and firm-knowledge system on infrastructure you control. It captures after-hours inquiries, files them with the right matter fields, and answers staff questions from approved documents, with sources. Lawyers still approve the work.
Free 30-minute review of one intake or knowledge workflow. You leave with a yes/no and a scope.
- When
- 6:15 PM, after the desk left
- Matter type
- Employment, existing client referred
- Captured
- Name, callback, deadline, conflict answers
- Access
- Intake staff + assigned attorney only
- Next
- Lawyer reviews before any reply
Sample fields. Not a client file.
- Cory Barham
Named founder. Security background in banking and healthcare-tech. Matter permissions first.
- How you verify
Bring one workflow. Leave with notes. No public case studies yet.
- San Antonio
Will meet in person. Texas first.
- Control
Lawyer review stays. Sources on staff answers.
The job
What you get. What you still do.
You get After-hours inquiries captured with matter fields.
You still do Conflicts, engagement, and advice.
You get Staff answers from approved documents, with sources.
You still do Anything that leaves the firm.
You get Incoming documents sorted for review.
You still do What is filed and what is privileged.
One walkthrough
A late inquiry that becomes an intake summary.
- 1
A potential client calls after the desk leaves.
- 2
Contact, matter type, and urgency are captured.
- 3
The record is limited to the people who should see it.
- 4
Staff get a summary in the matter system, not a voicemail.
- 5
A lawyer decides whether the firm takes the work.
Composite of how we scope this. Not a client result.
Common objections
The questions that decide the call.
Can access be limited by matter?
Yes, when the connected systems and identity setup support matter and role permissions. We map and test those rules before launch.
Will this invent answers on a client file?
No. Staff answers come from approved documents with sources. Missing facts are marked. Lawyers still review anything that leaves the firm.
Does this replace lawyer review?
No. The system helps with retrieval, organization, intake, and drafting. Lawyers apply judgment and approve the work.
Can it work with our document system?
Often. We first confirm that the system offers the access controls and integration methods the project requires.
The call
30 minutes. One workflow. A yes or a no.
Bring
- One intake or knowledge workflow
- Who owns it
- Systems touched. No client files.
Leave with
- Fit or not fit
- The first workflow, if any
- Setup vs monthly ballpark
First workflow typically $2,500 to stand up, then $1,000/mo for 8 hours of support. We confirm that on the call. See all plans
Next step
Book a 30-minute firm-workflow review
Free 30-minute review of one intake or knowledge workflow. You leave with a yes/no and a scope.