The non-billable half of a law practice, done by 8 a.m.
Intake emails triaged into facts, dates, parties and relief. Client status updates drafted from the matter file. The court portals you name, swept before you open your first email.
Every morning, the docket sweep is finished before you sit down: new filings and approaching deadlines on your matters, listed. Alongside it, the intake summaries and the client status updates, drafted from what is already in the matter file.
A companion does that layer signed in as you, in the practice-management system, the court portals and Outlook, holding every outgoing message for your approval. Legal judgment, privilege calls and citation checks stay with counsel.
Take the routine drafts off your desk
The ones whose structure is fixed and whose content is retrieval.
The client status update assembled from the matter file. The engagement letter built from your own precedent. The intake summary that turns a rambling first email into facts, dates, parties and requested relief.
A companion drafts these from what already sits in your practice-management system, Clio or MyCase or whichever you run, worked in the session you are signed into. You review before anything carries your name. Drafting that persuades or advises stays with you.
Where does the non-billable time actually go?
Chasing and checking.
A morning routine sweeps the court portals and dockets you name and flags new filings and approaching deadlines. A weekly one lists every client who has not heard from the firm in thirty days, with the update drafted underneath each name.
Signature chasing joins it: the retainer that has sat unsigned for a week becomes a drafted nudge instead of a sticky note. The discipline is inbox triage aimed at a practice.
Get a research sweep back the same afternoon
Authorities with links.
A regulation’s public guidance summarized. A chronology assembled from the documents you point it at. Your research database, worked in your own session, is where the authorities come from.
Each one arrives with the citation attached, so the check a lawyer performs before filing takes minutes. It is the first-year associate’s memo, delivered the afternoon you asked for it.
How are privilege and confidentiality handled?
A companion acts only in accounts you have signed into, on your own machine, with chats, passwords and browsing data kept local. Consequential actions stop on an approval card naming exactly what is about to happen, and Ask Always mode puts every action behind one.
Prompts and page content are processed by AI models, so firms scope which matters a companion sees the way they scope any vendor, and separate profiles keep matters apart. The full model is on the security page, and agentic browser vs. AI browser sets out the mechanism your risk committee will ask about.
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