For law firms
Small firms don't lose on the law. They lose on the paperwork around it.
Focused tools for the work that practice software handles badly: trusts that never get funded, records requests that stall, settlements that wait on liens, and trust accounts that do not reconcile.
Over half
of legal malpractice claims involve solo and small firms. Personal injury and family law are the most frequent sources.
What I build for law firms
Trust funding tracker
Tracks every asset from signed trust to proof of transfer, so a trust does not sit empty.
$3,900 one time
Medical records desk
Tracks every records and bills request per provider, with follow-ups on schedule and a check that nothing is missing.
$5,000 one time
Lien and settlement closeout
Tracks every lien on a settled case, from Medicare conditional payments to provider balances, until the money can go out.
$4,300 one time
Trust account reconciliation check
Compares bank, trust journal and client ledgers each month and shows only what does not match, with the likely reason.
$4,600 one time
Immigration filing check
Checks every USCIS packet for fees, form editions and blank fields before it is mailed, and tracks RFE deadlines.
$3,500 one time
What the research says
I checked each figure against its original source in September 2026. Numbers published by companies that sell these services are marked, because they have a reason to look good.
Solo and small firms account for over half of legal malpractice claims.
Plaintiffs' personal injury and family law are the most frequent sources of claims, according to the ABA's profile of legal malpractice claims.
Source: Washington State Bar Association, reporting the ABA Profile of Legal Malpractice Claims
In 2024, only 30% of Connecticut's trust-account audits ended with no findings. In 2017 it was 14%.
New Jersey ran 18,222 random trust-account audits between 1981 and 2023 and referred 4.5% of them for discipline.
Source: New York City Bar Association report on trust-account oversight
Questions
Will this replace Clio, MyCase or my practice software?
No. Your practice software stays the record for matters, billing and trust accounting. These tools read from it and do one job it does badly.
Do these tools give legal advice?
No. They organize work and check paperwork against rules you approve. Attorneys make every decision, and nothing is filed or sent without a person.
What about confidentiality?
Each tool keeps only what it needs, in systems you control, and I agree how information is handled with every company involved before building. Rules differ by state bar, so we go through yours first. I am not a lawyer.
Have a product in mind? Let's scope it this week.
A 30-minute call gets you a rough timeline and cost — no obligation, no sales deck.