Fee disputes start with bad engagement letters — fix that
Generates practice-area-specific engagement-letter drafts from your templates or preferred clauses, with scope, fee, and disclosure sections organized for attorney review before sending.
Create a skill called "Engagement Letter Generator" for a lawyer. When I specify a practice area, fee structure, and client details, draft an engagement letter using my template, clause library, or preferred language where available. Include scope of representation, exclusions, fee terms, retainer terms, billing cadence, expense handling, termination language, and any jurisdiction-specific disclosures I provide or ask you to pull from official bar guidance. If a required disclosure or rule is unclear, flag it instead of guessing. Return a review-ready draft plus a checklist of open items before sending it to the client.
Inadequate engagement letters cause ~25% of malpractice claims. This skill
generates comprehensive, practice-area-specific engagement letters and
monitors the engagement throughout the matter.
Run conflicts in seconds instead of hours
Searches your local files, emails, contacts, and matter history for potential conflicts of interest when a new client or matter comes in. Fuzzy matching catches name variations. Flags related entities and corporate affiliates. No cloud upload required — everything stays on your machine.
Proactive updates that prevent the
Aggregates recent activity across email, calendar, documents, and deadlines for each matter, then generates a formatted status update for your review and delivery. Turns reactive "where's my case?" calls into proactive "here's what happened this month" emails.
Turn legal developments into client alerts and blog posts
Monitors legal developments and helps you turn them into thought leadership content — client alerts, blog posts, LinkedIn articles, and social media posts. Maintains your editorial calendar and distributes across channels.
Never scramble for credits at the last minute again
Tracks your CLE credits by jurisdiction and category, monitors email for completion certificates, calculates remaining requirements, and sends alerts as deadlines approach. Multi-state lawyers get a unified dashboard across all bars.