| Core Foundation — 17 skills, ships with every purchase | Free |
| Financial Discovery — Core — 16 skills | $5,000 |
| Financial Discovery — Advanced — 4 skills · upgrade, Core buyers only | $1,500 |
| Mediation & Settlement — Advocate — 4 skills | $2,500 |
| Mediator — Neutral — 1 complete command center | $2,500 |
| Drafting — Core — 5 skills | $1,500 |
| Drafting — Advanced — 6 skills · full matter lifecycle | $2,500 |
| GAL System — 7 skills | $2,500 |
| Contempt System — 2 skills, both sides | $599 |
| Research System — 1 deep-protocol skill | $899 |
| Roadmap & Case Management — 4 skills | $1,500 |
| Firm Operations — 5 skills, custom-scoped | from $2,500 |
| Name Change System — 4 skills · new | $1,500 |
| Prenup & Postnup System — 2 skills · new | $2,500 |
| Trial System — 21 skills · new flagship | $5,000 |
This is the operating layer every suite runs on: the connective tissue, the guardrails, and the standing rules that make the whole system behave like a trained member of your firm instead of a chatbot. Install once. Every suite you ever add plugs into it.
Buyer-side setup that walks your firm through installing and configuring any purchased suite — firm profile, roles, storage, preferences — in one guided pass.
Example outputA configured firm profile with your attorneys, staff roles, county and division defaults applied to every skill you own.
Runs after install. Reads your existing templates, filed documents, and letterhead, then adapts every skill to draft the way your firm already drafts.
Example outputAn adaptation report showing which of your templates were learned and which skills now produce output in your house style.
Storage-agnostic file layer. Binds to whatever you already use — SharePoint, OneDrive, Google Drive, a local folder, or plain uploads — so no skill ever asks where a document lives.
Example outputAny skill reading and writing directly to your existing matter folders with no cloud migration required.
First touch on any matter. Scans the file, infers from the documents what has already happened, and births the command center at the correct stage — a matter halfway through discovery starts halfway through discovery.
Example outputA matter opened mid-case with stages already marked complete, deadlines extracted, and next actions queued.
The single live state file per matter. Every skill reads it before working and writes to it when finished — stages, deadlines, lifecycle events, attorney flags. Status never lives only in a chat window.
Example outputAsk "where are we on Smith?" and get current stage, outstanding items, upcoming deadlines, and open attorney flags in one view.
Four-lane letter and email drafter — client, opposing counsel, bench, and third party. Identifies the lane, loads the matching content spec, and applies your firm format and tone rules.
Example outputA firm-branded OC deficiency letter with the correct professional register — firmer than a client letter, cleaner than a filing.
Your firm's voice and document standard for all non-filing output — client emails, welcome packets, guides, engagement letters. Loads before a single word gets written.
Example outputA client welcome packet in your colors, your fonts, your voice — consistent across every staff member who generates one.
Whole-matter audit, rename, and re-folder. Takes a messy matter folder and imposes your naming convention and folder structure on every document in it.
Example outputA before/after audit table plus a cleanly renamed, re-foldered matter file — every bank statement, pleading, and letter where it belongs.
Standing rule, always on: citations come only from your verified files or a verified authority source — never from AI memory, never from the open internet. Every citation carries a mandatory attorney-verification warning.
Example outputA hallucinated-citation problem your firm simply does not have.
Ambient non-negotiables on every session: never invent a template, never guess a fact, never fabricate a reference, always disclose what is missing.
Example outputDrafts that say "source document not in file — confirm before filing" instead of quietly making something up.
Fires automatically whenever any PDF is read, reviewed, renamed, or relied on — governs how documents are ingested so nothing gets summarized from a skim.
Example outputFull-document reads behind every review, with page-level accountability for what was actually examined.
Ambient rule that versions every draft — pleadings, agreements, letters, plans — so revisions never overwrite and the history of a document is always recoverable.
Example outputPetition_v1, v2, v3 in your matter folder with a change note on each, instead of one file nobody can reconstruct.
Ambient guard on filing and service status. Nothing is ever assumed filed or served — status is stated, tracked, and verified before anything relies on it.
Example outputA deadline calculation that refuses to run from an unconfirmed service date and asks for the proof instead.
Fires when a template can't be found or output doesn't match expectations — locates the right firm exemplar or flags the gap so the library grows instead of drifting.
Example output"No firm exemplar exists for this motion type — here is the closest match and what would need to change."
Ambient skill that fires the moment a judge, magistrate, division, or county appears anywhere in a session and surfaces that bench's standing orders and preferences before anyone drafts.
Example outputA drafting session that already knows this division requires Word proposed orders and courtesy copies 5 days out.
Always-on ethics and AI-use compliance layer — conflicts, confidentiality, fees and trust, scope, AI governance. Fires on ethics-adjacent language without being asked. Out-of-state buyers get an equivalent or a free build session.
Example outputA flag on a proposed engagement that raises a positional conflict, with the applicable rule and the question to resolve before signing.
The front door. Ask anything — it routes to the right installed skill, generates a step-by-step how-to guide, or answers directly. It never tells your staff to go look it up.
Example outputA new paralegal asks "how do I start discovery on this case" and gets a firm-specific walkthrough naming the exact skills to run, in order.
Opens the financial matter. Processes the pleadings and initial file into a case summary memo that sets the context every downstream financial skill depends on.
Example outputA Stage 2 case summary memo: parties, issues, income sources identified so far, and what the file is still missing.
Scope assessor that fires when a case opens or any discovery question is asked. Reads the matter and tells you exactly what discovery this case needs and which skill runs next.
Example output"This is a short-term marriage, W-2 both sides — mandatory disclosure plus targeted RFP on the crypto account. Skip full interrogatories."
Pre-discovery document processing when client documents arrive — verifies what came in, preps it for review, and stages the file for the pipeline.
Example outputAn intake report listing every document received, what it covers, and what was requested but never arrived.
Renames, sorts, and audits discovery documents into the required folder structure using a consistent naming convention keyed to Rule 12.285 categories.
Example outputEvery bank statement renamed [Name]_[12.285 Category]_[Institution]_[Period] and filed in the right subfolder — automatically.
The running ledger of every document requested, received, reviewed, and produced — for both sides — updated as the matter moves.
Example outputA live Excel tracker showing 47 of 62 requested documents in, 9 outstanding from OC, 6 pending from your client.
Builds a completed Florida Financial Affidavit (12.902(b) or (c)) from your intake questionnaire and the documents in the file — every line sourced to a document, not a guess.
Example outputA draft Long Form FA with each entry cited to its source statement and a list of the lines that still need client confirmation.
First-pass review of a financial affidavit before supporting documents arrive — internal consistency, math, missing sections, red flags worth chasing.
Example outputA preliminary review memo: "Expenses exceed stated income by $2,900/month with no debt drawdown shown — where is the money coming from?"
Line-by-line comparison of a party's affidavit against the actual statements — runs both directions, your client's FA and theirs.
Example outputA cross-check chart flagging the $4,200/month average deposits against the $2,800 income claimed, with statement cites for every variance.
Hunts undisclosed accounts and hidden financial activity across the statements in the file — transfers to unknown accounts, payments on undisclosed cards, patterns that don't match the affidavit.
Example outputA deep-scan report: recurring $500 transfers to an account ending in 4471 that appears on no affidavit, first seen March 2025.
Evaluates OC's mandatory disclosure production against Rule 12.285 — what they produced, what they skipped, and whether their certificate matches reality.
Example outputA compliance grid across all 12.285 categories with a ready-to-send deficiency letter for the five categories they shorted.
Case-wide gap analysis after both parties' affidavits and documents are reviewed — the single chart of everything still missing and why it matters.
Example outputA gap chart mapping each missing document to the issue it affects: "No 2024 K-1 — cannot verify pass-through income for support."
Drafts the Rule 12.285 Certificate of Compliance from the tracker and the documents actually served — ready for attorney review and signature.
Example outputA filing-ready Certificate of Compliance listing every category produced, generated in minutes from the live tracker.
One-pass client-side prep: builds the FA draft, audits which documents support which entries, and drafts the client email requesting exactly what is still missing.
Example outputA complete pre-call package — FA draft plus a branded client email listing the seven documents you still need, in plain language.
Quality-control gate after every discovery stage — checks the output against the source documents before anything moves up the review lane or out the door.
Example outputA QC report on the cross-check chart: two entries corrected, one flagged for attorney judgment, cleared for review.
Builds the equitable distribution inventory chart and the mediation equalizer chart — every asset and debt, classification, value, source, and the equalizing payment math.
Example outputA complete ED spreadsheet with marital/non-marital classification, valuation sources, proposed splits, and the equalizer payment calculated.
Rapid first-pass characterization of irregular deposits for support purposes — the fast version of full income analysis, for when the bank statements don't look like a paycheck.
Example outputA deposit characterization table: recurring vs. one-time, likely income vs. transfers, with a preliminary monthly income figure and confidence notes.
Discovery strategy and drafting for contested cases — interrogatories, RFPs, RFAs, subpoenas, deficiency letters, and motions to compel, built under Rules 12.280–12.380.
Example outputA tailored set of interrogatories and RFPs aimed at the self-employment income they're hiding, plus the motion to compel when they stonewall.
Deep income analysis for disputed, irregular, or unclear income — self-employment, cash businesses, bonus averaging, rental income, perquisites run through the business.
Example outputAn income analysis memo reconstructing true monthly income from deposits, POS records, and lifestyle spend — with the methodology documented for the bench.
Full § 61.08 analysis under the 2023 framework — need and ability, the four available forms (temporary, bridge-the-gap, rehabilitative, durational), duration caps, and scenario modeling. Hard stops when critical data is missing.
Example outputAn assessment memo: durational alimony indicated, statutory range computed, three settlement scenarios modeled at different amounts and terms.
The Florida § 61.30 guidelines worksheet calculator — incomes, overnights, health insurance, childcare, deviations — with output formatted for the Family Law Software crowd.
Example outputA completed guidelines worksheet with the presumptive amount, the deviation analysis, and a comparison run at two different overnight schedules.
Advocate-side preparation engine — issue identification, position development, readiness assessment, refreshed ED and support numbers, tiered settlement proposals, and the confidential summary for the mediator.
Example outputA mediation prep memo: open issues ranked, your client's positions with fallbacks, their likely asks, and the three numbers that settle this case.
The in-session command center. Preloads the case data — ED chart, equalizer, support scenarios — then runs the offer tracker and models settlement scenarios in real time as proposals move.
Example outputMid-caucus: "Their offer nets your client $18K less than scenario B — here's the counter that closes the gap and what it costs them."
Marital Settlement Agreement drafting from a master clause library — full agreements or targeted revisions, every required section included, built from the terms actually reached in the room.
Example outputA complete, formatted MSA an hour after terms are reached — ED, support, and fee provisions built from the session record, flagged where terms were left open.
Florida parenting plan builder from a provisions library — timesharing schedules, decision-making, holiday rotations, long-distance provisions, and the clauses that prevent next year's contempt motion. Option A/B drafted at real forks.
Example outputA court-ready parenting plan with a 2-2-5-5 schedule, tie-breaker provisions, and exchange logistics — drafted from the mediated terms same day.
The complete neutral workflow in one skill — session management, caucus notes kept absolutely separate by room, the two-room offer log with PDF offers on demand, scenario runs, impasse strategy, neutral MSA and partial-agreement drafting, the mediator-only summary, the mediation report, the closeout checklist, and invoicing when the session closes. Confidentiality is the standing rule: what one room says never reaches the other without express authorization.
Example outputA full session record: every offer and counter logged by room and time, a signed agreement drafted neutrally from the final terms, the report to the court, and your invoice — before the parties leave the building.
Drafts, revises, and identifies the next needed notice, basic motion, proposed order, or response — the workhorse for day-to-day filings.
Example outputA notice of hearing, the motion it notices, and the proposed order — drafted as a set, captioned correctly, in your format.
Ambient drafting standard on every court-bound document — captions, formatting, signature blocks, certificates of service, and the structural rules that never get skipped.
Example outputEvery pleading out of every skill carrying the identical, correct firm format — no matter who asked for it.
Mandatory quality gate between drafting and attorney sign-off. Every document that will be filed, served, or sent outside the firm passes through it. No exceptions.
Example outputA QC certificate on each draft: caption verified, service list current, exhibit references checked, two issues flagged for the attorney.
The production step — takes the approved draft and produces the filing-ready Word document and matching PDF, formatting forced to standard and every internal note stripped.
Example outputA clean Word + PDF pair ready for the portal, with the drafting-history artifacts removed.
Format standards for every deliverable in any environment — Word, Excel, or PDF, with the correct structure for each document type.
Example outputTrackers that always arrive as working spreadsheets and pleadings that always arrive as editable Word — never a wall of chat text.
The lifecycle drafting engine — identifies and drafts the next pleading, motion, response, or order a matter needs at any stage, across dissolution, modification, paternity, injunctions, temporary relief, and parenting plans. Every draft runs the compliance check and generates an Options Panel with alternatives and attorney flag items.
Example output"Answer is due in 9 days — here is the draft answer and counterpetition, with the affirmative defenses this fact pattern supports."
The complete dissolution workflow when your client files — petition through final judgment, with each stage's drafting and next actions managed.
Example outputA filing packet: petition, UCCJEA affidavit, social security cover memo, and summons — with the temporary relief motion queued behind service.
The mirror workflow when your client was served — deadline control from day one, answer and counterpetition, and the defensive posture managed through judgment.
Example outputServed Tuesday, in your inbox Wednesday: the deadline ladder, the draft answer, and the counterpetition analysis.
Ambient drafting standard on every court-bound document — captions, formatting, signature blocks, certificates of service, and the structural rules that never get skipped.
Example outputEvery pleading out of every skill carrying the identical, correct firm format — no matter who asked for it.
Mandatory quality gate between drafting and attorney sign-off. Every document that will be filed, served, or sent outside the firm passes through it. No exceptions.
Example outputA QC certificate on each draft: caption verified, service list current, exhibit references checked, two issues flagged for the attorney.
The production step — takes the approved draft and produces the filing-ready Word document and matching PDF, formatting forced to standard and every internal note stripped.
Example outputA clean Word + PDF pair ready for the portal, with the drafting-history artifacts removed.
Processes the Order of Appointment and case documents into a working GAL matter — scope, deadlines, the parties, and the investigation plan.
Example outputAn intake summary with the appointment scope parsed, the report deadline calendared, and the interview list drafted.
Tracks every element of the active investigation — interviews completed and pending, records requested and received, home visits, deadlines.
Example outputA live status board: 6 of 9 interviews done, school records in, therapist records outstanding 18 days — follow-up drafted.
Runs immediately after any interview — parents, children, collaterals, professionals — converting notes or recordings into structured findings tied to the investigation issues.
Example outputA structured interview memo: statements by topic, consistencies and conflicts with prior sources flagged, follow-up questions generated.
Builds and maintains the case timeline from every document and interview in the file — the backbone of a defensible report.
Example outputA sourced chronology where every entry cites its origin — and the gap between the injury date and the first report is impossible to miss.
Drafts standard GAL documents — motions, proposed orders, contracts, and correspondence to parents, counsel, and providers.
Example outputA records-release request package for both parents' signatures and a motion for extension when the therapist records lag.
Drafts interim and final reports built from the chronology, interviews, and records — findings organized by the best-interest factors, recommendations supported by the record.
Example outputA final report where every finding traces to an interview or document — the kind cross-examination doesn't shake.
The review gate on every GAL work product before it is filed or sent — accuracy against the file, scope compliance, and tone.
Example outputA pre-filing QC memo: two factual assertions corrected to match the record, one recommendation flagged as outside the appointment scope.
Enforcement when your client seeks relief — four-element proof analysis, remedy selection, motion drafting, purge conditions, proposed order, and the hearing checklist.
Example outputA motion for civil contempt on unpaid support with the arrears chart attached, purge conditions calculated to ability to pay, and the proposed order ready.
Defense when your client is accused — every available defense identified (inability to comply, vague order, actual compliance), the movant's case analyzed for weakness, response drafted, hearing prepped.
Example outputA response built on documented inability to comply — the job loss, the applications, the partial payments — with the hearing outline that tells the story.
Fact-pattern analysis, issue spotting, and substantive research memos for Florida family law — with the caselaw protocol enforced: citations only from your verified files or verified authority, never AI memory, never the open internet, and an attorney-verification warning on every cite.
Example outputA research memo on imputation of income: issues framed, the statutory analysis, the verified authorities from your files, and precisely framed search prompts for what still needs to be pulled — instead of invented case names.
Generates and updates a versioned case roadmap — current stage, remaining stages, next actions, open issues, attorney flags — automatically as the file changes.
Example outputRoadmap_v3 after mediation fails: trial track activated, the next four actions sequenced, and the two open issues the attorney must decide.
Branded attorney-facing memo generator — compiles notes, drafts, calls, and case status into a single document for review and approval, with the staff task list attached.
Example outputA formatted case memo the attorney reads in four minutes, plus the copy-paste task list for your practice management system.
Fires when any order or judgment arrives — parses what the court ordered, extracts every deadline and obligation, and routes the follow-up work.
Example outputAn order-review memo: three obligations extracted with deadlines calendared, one ambiguity flagged for a motion for clarification.
The controlled closing workflow for every matter type — closing letter, closing packet, checklist, retention notice — with an attorney-approval hard stop before anything sends or closes.
Example outputA complete closing packet queued behind attorney approval: letter, final invoice reference, file-retention notice, and the closing checklist executed.
Reads a lead's intake form and staff notes, then produces the consultation roadmap and case summary the attorney walks into the consult holding.
Example outputA branded consultation roadmap PDF: the lead's situation summarized, the likely case path, the questions to ask, and the scope options to present.
Builds the branded, signature-ready retainer or engagement agreement from the case information gathered — matched to the scope model being sold.
Example outputA signature-ready retainer in Word — full representation, limited scope, or flat fee — generated in minutes, not rebuilt from last year's file.
Post-signature processing — converts a signed, paid client into an active, structured case file with every onboarding step executed in order.
Example outputAn onboarded matter: welcome packet sent, intake questionnaire issued, folder structure created, first deadlines calendared.
The mandatory first action on every new client project — sets up the matter workspace and connects it to the command center from document one.
Example outputA launched case file with the project instructions, folder skeleton, and command center initialized before the first substantive task.
The session-level orchestrator — when staff open a matter or ask "what next," it confirms case basics, routes to the correct skill, and enforces the firm-wide rules before work begins.
Example outputA new staff member types a client's name and gets routed to exactly the right workflow — with the guardrails already on.
Entry point for every name change matter. Classifies adult, minor, family, or restoration, and runs the fingerprint/background and consent requirements before drafting.
Example output"Minor name change, one parent objecting — here is the notice requirement, the best-interest standard, and the realistic timeline to tell the client."
Every pleading in the matter — petitions, consents, notices, UCCJEA affidavits where required, § 68.07(3)(i) affidavits, and final judgments.
Example outputA complete filing packet for a family name change — petition, both consents, and the final judgment drafted for the hearing.
The client-letter engine — fingerprinting and background instructions, hearing preparation, and the post-judgment agency checklist (Social Security, DMV, passport).
Example outputThe fingerprint-instructions letter with the exact vendor steps for your county, sent the day the matter opens.
Review gate on every drafted name change document before filing — statutory contents, consents, and the details clerks bounce petitions for.
Example outputA QC pass that catches the missing prior-names paragraph before the clerk does — saving the client three weeks.
Drafts Florida prenuptial and postnuptial agreements — asset schedules, disclosure exhibits, waivers, and the execution formalities that determine enforceability.
Example outputA complete prenuptial agreement with both financial disclosure schedules attached and the execution checklist that protects it in the challenge you hope never comes.
Reviews an existing agreement — before signing or inside a pending divorce — for enforceability, disclosure adequacy, unconscionability exposure, and what it actually does to this client's position.
Example outputA review memo: what the agreement waives, the two enforceability weaknesses, and what the client should understand before signing — or before relying on it in the dissolution.
Runs the moment a trial order or order setting hearing arrives — parses every deadline into a deadline ladder, builds the task block, and stands up the trial tracker. Runs before any other trial-prep skill.
Example outputAn intake memo and deadline ladder from the UTO: fourteen deadlines extracted, calendared, and assigned — the 48-hour fee affidavit exchange included.
Getting your case set under Rule 12.440 — the at-issue analysis, the notice with required contents, and the readiness pre-check before you ask for a date.
Example outputAn at-issue analysis confirming the case qualifies, the drafted notice with time estimate, and the readiness gaps to close before the trial order lands.
The comprehensive evidence and procedure knowledge layer — hearsay, predicates, authentication, judicial notice, GM vs. judge, the 12.400-series rules. Loads behind every trial question.
Example output"How do we get the text messages in?" answered with the authentication predicate, the hearsay analysis, and the fallback if the objection lands.
Rule-compliant witness and exhibit lists built from filed exemplar formats, adapted to strict-disclosure trial orders, amended as the case moves.
Example outputFiling-ready witness and exhibit lists synced to the trial order's disclosure regime — plus the amended set when your expert changes.
The complete subpoena workflow — witness and duces tecum, Rule 12.410 issuance and notice, service tracking, records-custodian coordination, and the child-witness gate.
Example outputThe trial subpoena set: drafted, notices of issuance served same-day, service tracked, and the business-records certification requested with each records subpoena.
Per-witness preparation packets built off the issue-by-issue proof map — direct outlines by issue and factor, exhibit-introduction scripts with predicates, cross outlines, impeachment kits.
Example outputYour client's direct outline organized by statutory factor, the exhibit predicates scripted, and the cross outline for their key witness built from her deposition.
Two-sided admissibility screen before trial — what they will object to on your evidence and how you overcome it; what you object to on theirs and why.
Example outputThe two-sided Objection Review Chart keyed to Ch. 90: your fourteen exhibits with overcome plans, their exhibit list with your objection bases.
Composite and demonstrative exhibits under § 90.956 — arrears charts, income comparisons, timelines, summary exhibits — with the notice and underlying-data discipline enforced.
Example outputA composite income exhibit condensing 36 bank statements into one admissible chart, with the 90.956 notice served on time.
Pretrial evidence-exclusion drafting — specific identification, valid basis, narrow tailoring, preservation discipline — from a category and clause bank.
Example outputA motion in limine excluding the ten-year-old arrest — specific, narrowly tailored, with the preservation language that protects the record either way.
The receiving-side processor when opposing counsel files against you — deadline extraction, hearing tracking, response assessment, and drafting routed within 24 hours.
Example outputTheir motion in limine processed same day: response deadline calendared, the response strategy memo, and the opposition draft assigned.
Discovery and subpoena protection — when their discovery aimed at your client or a non-party is overbroad, harassing, privileged, or premature. Good cause, conferral, narrow tailoring.
Example outputA motion for protective order on the therapist subpoena — privilege asserted, in-camera review offered, conferral documented.
Moving or opposing a trial date under Rule 12.460 — reason stated, OC's position, when the case will be ready, client signature discipline enforced.
Example outputA rule-compliant motion for continuance filed the day the conflict surfaces — with the client's signature block where the rule requires it.
Remote-appearance motions for parties, counsel, and witnesses — grounds, conferral, companion notice of hearing, and proposed order, checked against the division's Zoom procedures.
Example outputThe motion, NOH, and proposed order for your out-of-state witness — filed with the division's remote-testimony requirements already satisfied.
The record-preservation workflow — reporter decisions before every evidentiary hearing, booking, cost approval, transcript ordering, and expedite decisions when deadlines demand.
Example outputA reporter booked for the GM hearing before it happens — because review under Rule 12.490 ordinarily fails without a transcript.
The full General Magistrate lane — objection-to-referral windows, GM hearing prep, and the 10-day motion-to-vacate clock that starts the day the recommended order is served.
Example outputThe recommended order processed same day: the 10-day deadline calendared, the transcript ordered, and the motion to vacate drafted against it.
Fees at trial — the affidavit, invoice and retainer exhibits, and the fee summary chart, with the exchange deadline from the trial order enforced and § 61.16 framing supported.
Example outputThe fee affidavit package assembled and exchanged 48 hours out, exactly as the trial order requires.
When a trial issue needs authority — precisely framed research questions and ready-to-paste search prompts for your research platform, with an intake table for verified results. Never cites from memory.
Example outputA Caselaw Needs Memo: the four issues needing authority, what a winning case must hold on each, and the exact search strings to run.
Joint stipulations and pretrial statements from an attorney-approved master — stipulated facts, disputed issues, attached lists — coordinated with the trial order's required contents.
Example outputThe joint pretrial stipulation drafted for the conferral with OC, with your witness and exhibit lists attached and the disputed issues framed your way.
Count-by-count proof checklists for paternity evidentiary events — temporary relief, GM hearings, final hearing — wired into the rest of the trial machine.
Example outputA proof checklist for the paternity final hearing: each count's elements matched to its evidence, with the gaps flagged three weeks out.
The complete courtroom package — order and deadline ladder, theory and openings, witness sections with outlines, exhibit binder synced to the tracker, objection cheat rows, proposed judgment. The build is the final readiness audit.
Example outputA trial notebook assembled in a day instead of a weekend — and a readiness gap report generated as a side effect of building it.
The judgment pipeline — issue-by-issue findings tied to the statutory factors (61.075, 61.08, 61.13, 61.30, 61.16), evidence-cited from the trial record, delivered in editable Word per JA requirements.
Example outputA proposed final judgment with findings on every factor, each one citing the exhibit or testimony that supports it — the version of events the judge can sign.
| Systems | Discount |
|---|---|
| 2 systems | 10% |
| 3 systems | 15% |
| 4+ systems | 20% |
| Systems | Discount |
|---|---|
| 1 system | 10% |
| 2 systems | 20% |
| 3 systems | 25% |
| 4+ systems | 30% |
Every system purchase includes your next two quarterly updates at no charge. These are not patch notes — each update cycle, we install the improvements, train your team on what changed, and work your firm's own use cases into the updates so the system keeps getting better at how you actually practice.
Four update cycles a year. Each quarter we install the current improvements across every system you own, train you on the updates, and assist with refinements drawn from your own use cases. Your systems stay current with the law, the rules, and everything we learn running these tools inside a live practice — instead of aging in place.
The deepest engagement we offer, and the only one that starts with your firm instead of our catalog. Attorney-led discovery, then a system built around how your firm actually practices. You own the system when it's done.
How a build runs. We start by scanning your firm's own files — your filed pleadings, your templates, your intake documents, your correspondence — because your firm already has a way of doing things and the system should learn it, not replace it. From there we map your workflows, write or update the SOPs behind them, and build the systems that run them. Along the way we audit your current tech stack: where you're paying for tools the new system replaces, where a cheaper or better tool does the job, and where existing subscriptions are quietly costing you hours. Firms routinely come out of a build with a shorter software bill than they went in with.
What you leave with. A working system trained on your own documents, written SOPs your staff can run without you in the room, project instructions for every matter type you handle, and workflows tested on your live cases during the build — not demo data. Maintenance, workshops, and coaching keep it improving after delivery.
A prepaid balance billed against as work happens — training, implementation, or building systems together, your choice. Adding the retainer unlocks the deeper discount table above.
How an engagement runs. It starts with an intake questionnaire and a complimentary strategy session that does not bill against the retainer — we read your intake, learn your pain points, and walk in with an agenda built around them. Then the done-for-you install: we set up every system you purchased on your own Claude workspace, ethics workflow first, and configure it to your firm before your team touches it. You get a private engagement channel with us, a live engagement canvas as the single source of truth for the engagement, a shared client folder, an install progress tracker, and a retainer ledger showing every draw — you always know exactly where your balance stands.
What sessions look like. Live working sessions on your real matters — not slideware. We build the workflow on an actual case while you watch, then hand you the workflow. Every session produces a written session memo: what we did, what we found, the coaching points, and who owes what next. When a session produces a workflow worth keeping, we turn it into a skill and install it on your Claude — your own use cases become your own tools. We scan your firm's files to build and update your workflows and SOPs as we go, bake your firm's trainings and CLE materials into your system as searchable knowledge, and audit your tech stack along the way — replacing slower, costlier tools where your new systems do the job better.
Session rates bill against the retainer; between-session build work draws at $400/hr in 15-minute increments.