For consumer bankruptcy attorneys
Most attorneys don't need another piece of software. You need the stuff you already pay for (Clio, OneDrive, your inbox) to actually talk to each other. So you stop getting up at 4 AM to prep folders.
Sound like your Tuesday?
Clio is great at what it does. It can't reach outside itself into your inbox or OneDrive. It reads what's in Clio, not what's missing from it. The work below is what actually eats the day.
Half-bent images. Rotated sideways. The client put the pay stub on their leg and took a picture. You squint at it and type it into Jubilee by hand. Three jobs, weekly pay, inconsistent amounts. You have to read every single one.
Clients work during the day, so they email you in the evening. Seven of them at once. You don't leave a client without a response, even if it means staying past 5:30. The audit-then-reaudit loop never closes: you tell them what's missing, they send half of it, you audit again.
IMG_4027.pdf. scan_003.jpg. 478329748932.jpg. Nobody knows what's there or what's still missing until a deadline forces the question. The paralegal's head is the database; if they're out, you don't know either.
How we help
Slapping ChatGPT on a broken intake doesn't fix the intake. We do the unglamorous work first (clean intake forms, a real file home, Clio and OneDrive in sync) so the agent on top actually has something to work with.
Before AI does anything, what comes in the door has to be usable. At the firm in Everett, intake budgets used to arrive as handwritten notes, Excel files, photos of notebook pages, anything except a budget. Replacing that with one Microsoft Form (5–10 minutes for the client) made everything downstream possible.
Personal OneDrive accounts are a ceiling on what you can build later. Migrating to a business OneDrive tenant is what unlocked automations, audit trails, and the ability to bolt agents onto folders. This is unglamorous, and it's the whole game.
Inbound and outbound email, plus every attachment, gets routed into the correct client matter in Clio. The team-A-team-B problem (a client emails one paralegal Monday and another Tuesday, and the second one has no idea) goes away because it's all under one matter, not in a head.
Then, the cherry on top
A photo of a pay stub hits the inbox. The agent reads it, recognizes it as a pay stub, files it under the right matter in Clio and OneDrive, checks against the six-month window, notices a one-month gap, and drafts a follow-up email in your paralegal's voice asking about it. Your paralegal reads it for 30 seconds and clicks send. The agent never sends on its own. That's a line we don't cross.
At a consumer bankruptcy firm in Everett, Washington
Paid in full per month
Retained per month
New paralegals or attorneys hired
“Before” numbers are the firm's all-time best months. Not a bad baseline picked to look good.
Metrics reflect Lexera's account of this engagement and are not independently audited. Individual results vary.
Read the full case studyBuilt on AWS
Zapier-style automations break the second a tool changes. We build on AWS, the same cloud Clio runs on, so the system is still standing when an upstream API shifts under it.
Clio runs on AWS. So does your automation. There's no consumer-grade glue holding things together. What we build is on the same enterprise infrastructure your case management already lives on.
Encryption at rest and in transit. AWS-native access controls. The infrastructure lives in an AWS account you own. We don't hold your client data, you do. If you ever need to fire us, you keep everything.
No idle servers burning money on slow weeks. Each function runs only when triggered, then scales back down. You pay for what you use, not for capacity you don't.
How working together starts
We don't sell six-figure custom builds to strangers cold. The entry point is a paid one-week diagnostic that produces a written doc you can act on, whether you build with us or not.
STEP 01
We figure out together whether your firm is a fit for what we do. No scoping, no pitch deck. If it's not a fit, we'll tell you on the call.
STEP 02
Screen-share with your paralegal alone. Read-only access to the inbox, OneDrive, and Clio for the week. You get a written diagnostic doc back: where time is actually being lost, what the root cause is (often not what you think), and what's worth building.
STEP 03
If the diagnostic points at a build, we scope it, price it, and ship it. Project fee plus a retainer for ongoing maintenance, voice-retraining, and 24-hour response when something breaks. You always own the AWS account and the code.
Fifteen minutes. We figure out together whether the diagnostic sprint makes sense for your practice. If it doesn't, we'll tell you on the call.