Sat 6:30 pm · new matterBooked
Consult · Mon 11:00
Facts and parties taken · forms sent
Client intake
Intake taken in full at any hour, the parties noted for a conflict check, and the consultation booked.
Legal
A firm's hours go to intake, chasing and status calls. We build what gives them back.
A caller who needed Spanish and got voicemail, documents chased for a month, time that never reached the timesheet, clients ringing for an update. We find which costs you most and build the fix.
- Client intake
- Document collection
- Case updates
- Bilingual support
The leak
Where a firm's week goes missing.
None of it appears on a timesheet. Flip the switch to see the same week with the system in place.
- After-hours intakeSat 6:30 pm
New client, prefers Spanish
English voicemail
The office closed at 5:30
Signs with the firm that answered
- Document chaseWeek 4
Requested
Due in 7 days
Week 4
Chased by phone, twice, by a paralegal
The matter stalls
- Unrecorded timeFriday
Timesheet · Tuesday
- Drafting, Rivera2.4 hrs
- Hearing prep1.5 hrs
- Call, OkaforNot recorded
Billable3.9 hrs
Worked, and never billed
- Status call9:10 pm
Any update on my case?
9:10 pm
Answered when a paralegal is free
Calls twice the next morning
Before anything is built, we measure each of these and put a monthly number on it.
An illustrative week, not client data.How the audit works
What we build
One matter file behind intake, documents, time and updates.
Intake is on a paper form, documents are in email, time is rebuilt on Friday and status lives in a paralegal's head. We put them on the matter, so a client is answered without anyone stopping billable work.
Today
Voicemail
Takes a name after hours, in English only.
Intake form
Filled in by hand, then typed into the system again.
Email threads
Hold the documents. Cannot say which are missing.
Friday timesheets
A week of calls and emails, rebuilt from memory.
One matter file
The intake call taken on Saturday and the update a client reads on Tuesday come from the same matter.
- IntakeIn full, in the client's language
- DocumentsRequested, reminded, checked off
- TimeCaptured as the work happens
- UpdatesSent when the matter moves
Every matter shows what was asked for, what arrived, what was said and what is owed.
- 1Photo IDReceived
- 2Insurance letterReceived
- 3Medical recordsReminded
2 of 3 in · reminder sent
Document collection
Each document requested with a link, reminded on a schedule and checked off as it arrives.
Matter update · Tuesday
Your filing was accepted today. The next date is the 14th. Nothing is needed from you.
Read by the client
Case updates
Clients told when the matter moves, and answered from the file when they ask.
Intake · taken in SpanishFiled
Summary in English6:41 pm
Bilingual support
Intake and updates in the client's language, filed in the firm's.
Illustrative screens. What gets built follows the audit.
Who builds it
Engineers who ship, since 2018.
We have built production software for clients since 2018, and we run our own three companies on systems we built. The audit is two weeks of an engineer inside your business, not a questionnaire.
- 8+
- Years shipping production software
- Sacramento · Faisalabad
- 18,000+
- Hours of engineering delivered for clients
- Logged on Upwork
- 100%
- Job Success Score on Upwork
- Top Rated Plus
Three companies of our own run this way: a gifting brand, a services firm and farm software.
See how they runCase studies
What we have shipped in Legal.
1 project we designed and built for clients. It is live: open it and look around.
Trailmate
Law Firm Client Intake Software
Autonomous client communication for law firms.
Trailmate takes client-facing work off a law firm's team: intake and qualification, evidence and document collection, ongoing updates and check-ins. Staff describe the assignment in plain English, Trailmate breaks it into tasks, and completes them in conversation with the client.
- Intake and qualification
- Evidence and document collection
- Ongoing case updates and check-ins
The same engineering, pointed at your numbers. That's the work.
Book an Opportunity CallHow to start
Start with a number, not a platform.
We charge for the diagnosis the way you charge for a consultation: $3,000, fixed, and credited in full to the build. The roadmap is yours either way.
01 · First
Opportunity Call
30 min
With an engineer, not a salesperson
We name the processes worth fixing and the ones that are not. If it is not worth it yet, we tell you plainly.
02 · Then
The audit
$3,000
14 days · credited to the build
Every process scored by payback, and a roadmap with a monthly number on each line.
03 · After the audit
The first build
~4 weeks
Highest payback first
Wired into the case management system, inbox and phone line you already run.
Answers
Asked on the first call
Does it give legal advice?
No. It takes intake, collects documents, books consultations and reports status from the case file. Anything that calls for legal judgement goes to an attorney with the conversation attached, and the client is told that is what is happening.
What about confidentiality?
That is settled before anything is built. We design each system to run on accounts the firm controls, with access by role and a log of every read and write, the same approach as our healthcare work. The audit covers where client information lives and which vendors touch it, with whoever answers for the firm's compliance.
Do we have to replace our case management system?
No. The first build plugs into the case management system, inbox and phone line you already run. Replacing any of it is a separate decision, made later and with numbers.
Have you built for law firms before?
Yes: Trailmate, an AI platform that handles a law firm's intake, document collection and case updates in conversation with clients, is client work shown on this page.
What does it cost?
The audit is $3,000, fixed, and credited in full to the first build. Builds start from $15,000 and are priced from the audit's roadmap, so you see the monthly number each one is expected to recover before you commit to it.
How long until something is live?
The audit takes 14 days. The first build ships in about four weeks. We build the highest-payback system first rather than everything at once.
Book a call
Find out exactly where AI pays for itself in your business.
Start with a 30-minute call. If the numbers say AI isn't worth it for you yet, we'll tell you that too.
- 30 minutes with an engineer, not a salesperson
- We name the processes worth automating, and the ones that aren't
- If AI isn't worth it for you yet, we tell you plainly
We onboard a few companies at a time. Naveed Sarwar, founder, sits in on every audit — because the map is the product.