Custom AI for professional services

We build AI automation for solo practitioners and small professional law and accounting firms—tailored to exactly how your firm works—your forms, your workflows, your clients.

Enterprise AI doesn't fit your practice

Too expensive

Harvey, CoCounsel, and Legora charge enterprise pricing designed for BigLaw and Big Four budgets, not a 3-person firm.

Too generic

Off-the-shelf AI doesn't know your practice area, your forms, or how you actually work day to day.

No real automation

Most AI tools are just a chatbot. They don't connect to your systems, auto-fill your forms, or trigger actions when a deadline hits.

What this looks like in practice

Immigration

Your client speaks Spanish; you work in English. Client responses come in Spanish—AI translates them, maps the data to the right fields, and auto-populates the I-130, I-485, and G-28—ready for your review.

Personal Injury

You upload 400 pages of medical records. AI extracts every diagnosis, treatment, and provider into a chronology, flags gaps in treatment, and drafts the demand letter using your firm's template.

Tax / CPA

A client texts you photos of their W-2s and 1099s. Vision models extract the data, OCR catches the handwritten notes, and everything lands in your tax prep software—categorized and ready.

Family Law

A new divorce client fills out your intake form. AI drafts the petition from your template, generates the financial disclosure checklist, and creates the case in Clio—before you've opened the file.

Services

Document Automation

Automated generation of pleadings, demand letters, immigration forms, tax workpapers, and compliance documents with built-in validation and quality checks.

Client Intake & OCR

Automated onboarding with intelligent form capture, OCR extraction from scanned documents, and vision models for processing tax returns, W-2s, receipts, and handwritten notes.

Workflow Automation

End-to-end client lifecycle automation: intake routing, task creation, milestone-triggered follow-ups, deadline management, and automated client communications.

Content Creation & Marketing

Blog posts, newsletters, client advisories, and social content grounded in your firm's knowledge base, applicable regulations, IRC, IRS guidance, and case law—not generic AI output.

LLM Integration & Prompt Engineering

Claude and OpenAI implementations with custom system prompts, RAG pipelines, and fine-tuned models tailored to your practice area.

Automation Audits

We analyze your workflows, identify high-impact automation opportunities, and deliver a prioritized roadmap ranked by time saved and implementation effort.

Expertise

AI & Development

Claude / Anthropic API OpenAI / GPT Prompt Engineering RAG Pipelines Fine-tuning OCR & Vision Models Multi-Agent Systems Python JavaScript / TypeScript

Platforms & Integration

Clio Salesforce HubSpot Microsoft 365 USCIS Forms Court Filing Systems LangChain CrewAI LandingAI Google Cloud AWS

Selected work

Yevrah Terminal

Legal research tool with dual search—keyword and semantic—over 200+ courts. LLM-powered query interpretation and semantic reranking.

View on GitHub →

Virginia Supreme Court Search

Multi-mode search prototype—keyword, semantic, and case name—with a production-ready front end. Built as a client engagement.

View Demo →

Legal Embeddings Model

Fine-tuned embedding model trained on US case law for legal text similarity and retrieval tasks.

View on Hugging Face →

SCOTUS Analytics

Interactive dashboard forecasting Supreme Court voting outcomes using precedent analysis, oral argument sentiment, and per-justice probability estimates.

View Demo →

Legal Agents Playground

Multi-agent environment connecting legal data endpoints for orchestrated research workflows.

View Demo →

Legislative Tracker

Pharmacy and pharmaceutical compliance monitor that tracks legislative and regulatory changes across jurisdictions, flags updates relevant to the client's practice, and summarizes impact. Prototype.

View Demo →

Let's talk

Tell us what you're working on. We'll scope it, tell you what's realistic, and give you a quote. Email admin@legaltext.ai