Outcomes, not just tools.
Each workflow is a copy-paste prompt your team gives Claude — and Claude orchestrates the tool calls across our connectors to deliver one specific business outcome. Built for the work attorneys, designers, and operators do every week, not for plumbing.
Daily Brief
daily · enterprise tier
Voicemails, new intakes, today's docket, and aging tasks — one page, ready when you walk in.
New Case Intake
ad hoc · pro tier
Forward the intake email, get a case opened with SOL alert and preservation letter drafted.
Settlement Prep
ad hoc · enterprise tier
1-page settlement brief or full demand packet — drafted from the case file, ready for partner review.
Caseload Watch
weekly · enterprise tier
Weekly cron: SOL alerts, stale cases, and lien drift — three risks the calendar misses.
Client Communications → Case
daily · enterprise tier
Voicemails, SMS, and calls auto-logged to the right case with notes and time entries drafted.
Deposition Follow-up
ad hoc · Included
Paste a transcript, get back draft tasks for every commitment, open document, and disputed fact.
Legal Research
ad hoc · Included
Quick precedent search against CourtListener — 1-page brief with citations, saved to the matter.
Referring-Attorney Updates
monthly · enterprise tier
Monthly: warm status emails to your referring attorneys, generated from each case's file.
Continuous Communications Log
daily · enterprise tier
Every call, voicemail, text, and email on a case lands in one growing note — never spread across screens again.
Cross-App Activity Report
daily · enterprise tier
One visual report showing every staff member's calls, emails, case touches, and documents — across SA + RingCentral + Outlook + Word.
End-of-Day Batch Processor
daily · enterprise tier
Queue medical-records requests and lien updates during the day — process the whole batch after hours.
Mass-Tort Defendant Scan
ad hoc · enterprise tier
Find public companies disclosing exposure to a product, drug, or risk in their SEC 10-Ks.
Custom Order → Lookbook
ad hoc · pro tier
Customer brief in → 3 design variants, multi-angle renders, and a customer-ready lookbook out.
Size Run → STL Export
ad hoc · Included
Stock ring + size list → every size generated in Rhino, STL files exported for casting.