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Validates new intake and conflicts submissions for completeness and legal name quality before an analyst opens them. Returns a clear verdict and a draft outreach email for anything that needs fixing.
Pulls every company and contact linked to a deal record and builds a fully populated conflicts search around them. Each party arrives pre-scored for risk, so reviewers start with a shortlist already sorted by what needs attention.
When a decision on a risk or client matter isn’t yours to make, get a ready-to-send escalation email built from the record and evidence, addressed to the person who should decide. You review a complete draft in minutes, not a blank page.
Generates a status brief for your intake requests, or anyone else’s, grouped by requestor with each item’s current state. Flags anything that’s been sitting untouched past your threshold, so nothing slips through unnoticed.
Builds a workload and coverage brief across your intake team, showing active load, stale requests, and unassigned work by assignee. Flags where the balance is off so a lead can rebalance before it becomes a backlog.
Pull every matter opened for your clients in a chosen date range into one sorted table, complete with related parties and a note on what was and wasn’t covered. No more chasing a matter-by-matter lookup by hand.
You know time gets spent across a dozen applications every day, but you don’t know how it’s spent until it’s already logged. This heatmap turns 30 days of captured activity into one interactive view, sorting by application, client, and matter.
Every AI tool that a timekeeper opens leaves a trail, but nobody has time to piece it together by hand. This dashboard turns weeks of scattered activity into one clear view of adoption, by application, client, and matter.
Compare what you captured against what you actually recorded, and see exactly where the gap sits. A single dashboard breaks it down by day, application, and matter so recoverable time doesn’t slip away.
See your top clients ranked by hours over the past year, broken down by billable mix and matter engagement. Spot the relationships that need attention before they go quiet.
See at a glance where time recording is falling behind across your team. Get a ranked view of hours, draft aging, and outliers so nothing slips through before billing.
Reads a terms document to work out its type, status, and the client or matter it belongs to, then uploads it with that metadata after you confirm it’s correct. Works whether the document arrives by email or gets uploaded directly.
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