Founding
$2,999
one time
Same build, same three jobs, same remote install, same 45 days of adjustments. In return, Wesley gets a real business to learn from and an honest review.
Ask about a founding spotAI employees for plaintiff, defense, and advisory practices
Your AI employee prepares discovery drafts, deposition outlines, provider chronologies, matter briefs, and client emails using only the files and systems you authorize. Every output waits for attorney review. You decide what is revised, approved, sent, or filed.
“Do you clean patios? Ours could use some attention. What would you need to give us an estimate?”
Thanks for reaching out to Sierra Ridge. Yes, we clean patios.
Could you share a few photos of the patio and its approximate size?
Those details help us understand the work before we talk about an estimate.
Illustrative example with a fictional business. Nothing is sent or collected.
The difference
| Work | Without help | With an AI employee |
|---|---|---|
| Matter preparation | Reconstruct the file before a call | Review a source-linked matter brief |
| Discovery | Draft every request from scratch | Edit a prepared first draft |
| Medical record review | Build the provider timeline by hand | Review a chronology with record gaps flagged |
| Client updates | Recheck the file before every response | Review a drafted status update |
One AI employee, multiple workstreams. The $499/month plan adds capabilities to the same configured AI employee. Connectors and custom setup vary by firm. The AI prepares the work; the attorney reviews and approves it.
Working legal capabilities
These capabilities prepare work for attorney review. They do not send, file, or write to a practice-management database on their own.
Pull relevant matter details from approved exported data.
Draft a clear summary of disbursements for your review.
Prepare email drafts that wait for your approval before sending.
Create note text for manual paste, with no direct database writes.
Identify missing information in medical records for your review.
Generate initial discovery questions and deposition outlines.
Every firm is configured separately, and these examples do not promise compatibility with your current systems.
This internal legal AI employee prototype uses fictional data and has not been deployed for a client.
Combines Dialpad, Outlook, PLAUD, and Clio evidence to identify possible unrecorded work without treating scheduled time as billable time.
Groups evidence by day and matter, flagging overlaps, incomplete source coverage, and unresolved matters.
Prepares records locally for review of matter, minutes, description, and warnings before approval or dismissal; approvals do not write time entries into Clio.
How I use it
Each morning, I open a review queue containing website improvements, campaign drafts, client reports, and opportunities my AI employees prepared overnight. I review the work, make decisions, and approve what moves forward. Nothing reaches a client or gets published without me.
The work is different in a law firm. The operating model is the same: the AI employee prepares, the professional reviews, and the human decides.
Built and potential workflows
Built means we have already created that capability. Potential means it must be scoped for your practice, software, and review process.
Focus on the client, not the paperwork.
Keep every claim moving forward.
Give clients clarity during a difficult time.
Help families settle matters with less stress.
Stay ahead of deadlines and documentation.
How it works
A controlled implementation built around your practice, your systems, and your review process.
We identify your practice area, software, source material, and required work product before recommending a setup.
We select the relevant parts of Matter Answer Desk, Medical Record Gap Finder, and Billable Time Recovery. Not every capability fits every firm.
We install it on your computer and business account during a screen-share session with you on the call. No permanent remote-access software is left behind.
Work enters a local review process. Nothing is sent or written to your practice-management database automatically.
You keep the AI employee and written operating instructions. Continued development is optional.
The Value Ledger keeps the human review visible.
It records what the AI produced and what a human reviewed, approved, or rejected. It is an accountability record, not a compliance certificate.
Optional continued development
$499 per month
Software fit
Start with the job you want off your plate. Your software may already offer a connection we can use, or the job may need a custom setup. Here are three possibilities worth checking.
Prepare a matter brief before a client call.
Clio documents custom connections for a single firm. I would check your plan, permissions and the records needed for your brief first. EasyStart does not include integrations.
Ask for a case summary or upcoming tasks.
MyCase offers a read-only connection to Claude on Team or Enterprise plans. It retrieves information but does not change records. We would start by checking whether that existing connection covers your job.
Find case information and prepare a source-linked summary.
MerusCase documents a custom connection route for one firm. The next check is whether your user permissions and available records cover the job.
These are documented possibilities, not integrations I have tested for your firm. Any software connection is scoped and quoted separately. Your plan and the exact task determine what is possible.
Use something else? Tell me its name. A first job may be possible with documents you choose to provide while we check the software connection.
Firm and client information
Runs through your business-tier account under commercial terms that do not use your data to train AI models.
Uses the files and access you authorize. You review every draft before anything is sent, filed, or published.
The setup follows the State Bar of California's Practical Guidance for the Use of Generative Artificial Intelligence in the Practice of Law. You receive a written configuration summary.
You keep the AI employee, account, and operating instructions if continued service ends.
Who builds it
I build your AI employee, configure it around your practice and software, and install it with you on a screen share. I have used AI daily for two years, set it up in more than 15 businesses, built more than 10 automations, and taught AI weekly to business owners for a year and a half.
Run your own numbers
Choose the model closest to your practice and change the assumptions. The calculator shows the scenario you enter, not a promised result.
Time redirected to clients and legal judgment
Planning scenario only. Your entries are not sent or stored. Results are mathematical illustrations, not savings, revenue, or performance guarantees.
What it costs
One implementation includes three defined legal workflows, delivered one at a time, plus the configuration and review documentation.
$2,999
one time
Same build, same three jobs, same remote install, same 45 days of adjustments. In return, Wesley gets a real business to learn from and an honest review.
Ask about a founding spot$4,999
one time
One AI employee built and trained on your business, three jobs delivered one at a time, installed remotely on your computer and working the same day.
Everything included$499per month
month to month, never required
New skills as you think of them, changes as your business changes, Wesley on the line. Start it, stop it, or never take it.
Built around your practice and installed during a screen-share session with you on the call. The first workflow includes 45 days of adjustments. Workflows two and three are scheduled when you are ready. Optional continued development is $499 per month. It is not required to keep using your AI employee.
We will first confirm that the work and your current software make this a sensible fit.
Questions attorneys ask
It prepares work that stacks up between hearings. It can support Billable Time Recovery, Matter Answer Desk, and Medical Record Gap Finder. Every piece comes to you as draft support for review. It does not decide legal questions or replace attorney judgment.
Your AI employee runs on your own business account under commercial terms where your data is never used to train AI models, and your files stay on your machine. The AI reads material only through your own business-tier account, never through free consumer tools. For law, I set it up to meet the State Bar of California's Practical Guidance for the Use of Generative Artificial Intelligence in the Practice of Law, and leave you a written one-pager on exactly how it is configured.
No. It drafts and you decide. Nothing is sent, filed, or published until you review and approve it. That boundary is deliberate: the judgment stays with the attorney, and the AI employee takes the hours of assembly work in front of that judgment.
It depends on your software, subscription and the job. Some systems offer an existing connection; others need custom setup or vendor approval. I check the required information and actions before proposing a connection, which is scoped and quoted separately. You can also start with documents you choose to provide.
No. You talk to your AI employee in plain English, the same way you would brief a person. I build it, train it on your practice before you meet it, install it on your computer over a screen share, and work through real files with you until you are comfortable. If you can send an email, you can run an AI employee.
Installed remotely is $4,999, with a founding rate of $2,999, 3 spots remaining. Adding new capabilities later is an optional $499 a month. Compare it to a hire: a part-time admin runs $1,500 to $2,500 every month.
Law-firm inquiry
Prepare three short notes for your first conversation with Wesley. They help define the work before discussing a setup.
Name one recurring task and the draft you want to review. Include your practice area and how the work is billed, so the conversation starts with what matters to your firm.
List your practice-management software and the features you already use for that job. The first question is whether your existing tools cover it.
Identify the attorney who would check the draft and approve any next step. An AI employee prepares work under human review.
Use the inquiry form to share your contact details. Keep these notes for Wesley's reply. A general description is enough; leave out client names, case details and documents.
Send my detailsPlease do not include client names or case details.
Start with one job
Tell me the first job you would hand off and, if it involves your firm's software, include the software name in the same message. I read every inquiry personally and explain the next step. A short description is enough; please leave out client names and case details.