About Lexera
Most automation vendors will tell you they specialize in law firms. That usually means they've sold to law firms before. It almost never means they've sat in the seat.
Why I did it this way
I showed up at 9 AM, left at 5 PM, worked a normal forty-hour week. Not as a consultant watching from the corner. As one of five people on the team. Same workload, same clients, same 4 PM email pile.
The first thing every morning was the inbox. Bankruptcy clients work during the day, so they email in the evenings. I'd spend most of the morning replying, then move into prepping petitions in Jubilee. Filling in debtor information, exemptions, credit counseling. Calling clients to follow up on the documents they didn't send. The most painful part was always pay stubs: rotated phone photos, half-bent because the client propped the stub on their leg, three jobs and weekly pay so I had to read every single line by hand.
The audit-then-reaudit loop was the part that ate the day. A client sent me half of what I asked for. I'd audit their entire OneDrive folder against the checklist, write back with what was missing, they'd send another half, I'd audit again. For a long time the tracking on this was literally pen and paper, sometimes just my memory. Clio tasks never worked for us. The supervising attorney had a spreadsheet. That was the system.
I lasted six months in that seat. Long enough to know which parts of the day were genuinely hard and which parts were just software not talking to other software. Then I started building.
By the time I left, paid-in-full clients per month had gone from the firm's all-time best of 10–14 up to 62. No new hires. No replaced software. The intake stayed in Clio, the folders stayed in OneDrive. I just made them actually talk to each other, and put an agent on top to handle the file audits and draft the follow-up emails the way I would have written them.
That's the whole company. I build for firms that look like the one I worked at, because I know exactly which Tuesday they're having.
Joseph
The team

Co-Founder, Engineering & Delivery
Spent six months as a working paralegal at a consumer bankruptcy firm in Everett, Washington. Prepping petitions in Jubilee, chasing pay stubs, doing the audit-then-reaudit loop with clients. Then built the systems underneath the desk: Clio ↔ OneDrive sync, automated email and attachment logging, the AI document agent. AWS-native, serverless-first, matter-aware.

Co-Founder, Outreach & Business Development
Runs the conversations: outbound, discovery, scoping, closing. Has spent enough time around law firm operations to translate "my paralegal is drowning" into a concrete diagnostic engagement, instead of pitching a generic AI package.
How we think
We don't default to "build AI" when the bottleneck is a small process fix. Sometimes the answer is a serverless pipeline. Sometimes it's a Microsoft Form replacing a screenshot of a notebook page. The diagnostic week tells us which.
Your team trusts Clio, OneDrive, and Outlook. We build custom automation on top of what they already use, so nobody has to learn a new tool or migrate ten years of folder habits to look modern.
An agent can draft an email to a client, trustee, or court. A human always clicks send. We sacrifice a little throughput so a model that gets a detail wrong never embarrasses you in front of a judge or a client. Two reviewers, the AI and your paralegal, catch what one alone misses.
Files can be moved, flagged, soft-deleted to a trash location with a recovery window. They are never permanently deleted by an agent without a human in the loop. The asymmetry of catastrophic loss versus minor convenience doesn't math out.
Small AWS Lambda functions connected by orchestration, not a black-box "magic app." Every correction your paralegal makes feeds back in. When something breaks, you can keep working manually. The system is designed to fail open, not fail closed.
The goal is your existing team getting more time back, not hiring another paralegal you're not sure you can keep on payroll. Filing, routing, intake, and the audit loops all handled, so your paralegal works on what actually requires a human.
What we work with
We specialize in consumer bankruptcy firms running Clio (or a similar case-management system) alongside OneDrive or SharePoint and Microsoft 365. Our work is the connective tissue: agents sitting on folders, rules in your inbox, document pipelines, and the orchestration that ties them together on AWS.
Fifteen minutes to walk through how documents, email, and case files actually move through your firm, and whether the paid one-week diagnostic sprint is the right next step.