Design & Build

We translate the prioritized opportunities into automation blueprints — workflow diagrams, data contracts, AI agent specifications, evaluation criteria, and human-in-the-loop checkpoints. Every blueprint names the systems it touches, the data it consumes, the model it uses, and how to tell whether it is working.

Designs are reviewed with practitioners and IT/security before any code is written, so what we build is the thing your team will actually use.

Automations live or die on integration. We connect to the systems your firm already runs on — LexGo AI for litigation work, Relativity and other eDiscovery platforms for review and production, Clio and NetDocuments for matter management, Microsoft 365 and Google Workspace for email, calendars, and storage — plus any platform exposing an MCP server, REST or GraphQL API, webhook, or SDK. From practice management to billing to internal tools, data flows where it needs to without manual handoffs.

Engineers and domain experts pair to build, configure, and test. We use proven frameworks and your preferred LLM vendors, with traceability between every prompt, tool, and decision boundary. Code reviews and security reviews are baked into the cadence, not bolted on at the end.

Every build runs first in a sandbox against representative cases, scored against a rubric agreed up-front. Once it clears, we run a controlled pilot with real users, fix what we learn, and then phase the rollout — usually starting with one practice group or matter type before expanding.

We document everything — the design, the prompts, the rubric, the integrations, the runbooks — and train the people who will own the automation after we leave. Most clients then move to a Managed Automations retainer for ongoing operation, optimization, and new automation development; some take it fully in-house. Either way, you own the artifacts.