All features
E-sign retainers & intake
Send retainers for e-signature and onboard clients with a guided, automated intake — no more scanning PDFs.

Illustrative interface mockup. Actual product may differ.
What it does
- Branded retainer agreements sent for e-signature and tracked to completion.
- Automated reminders for unsigned agreements.
- Guided intake questionnaire tailored to your case category.
- Document upload during intake with AI-assisted assessment.
- Signed retainers and intake docs filed to the case automatically.
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AI demand letters & mediation briefs
Draft settlement demands and mediation briefs grounded in your actual medical records — with page-cited, court-ready language.
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Auto-pull providers, CPT/ICD codes, billing totals, and liens from any PDF. Chunked handling for thousand-page charts.
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Propound discovery, draft responses with objections, and produce linked-document docx packages in a click.
Learn moreCalendar & deadline control
Statutes of limitations, court deadlines, and tasks — tracked per matter with automated reminders and a docket engine.
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