Everything below ships in every plan. No modules, no gated tiers, no surprise invoices: the whole platform, from AI drafting in Word to document automation to trust accounting to QuickBooks, Google Workspace and SMS.
An AI writer inside Word, in your firm’s voice, grounded in the case record. Every sentence it draws from a document gets a numbered badge; click it and the file opens at that page. Case File Chat, Discovery Sets, Extractions, Medical Chronologies and Discovery Responses do the same inside the app.
A complete file system for every case, contact and your whole firm: folders, permissions, share links and zip downloads.
Open any document straight into Word desktop, edit it, and save it right back to the case. No downloads, no copies.
The easiest template builder in legal: build merge-field templates inside Word itself with our Add-In. Click a field, it lands in your document.
File emails and attachments to the right case without leaving your inbox. Case numbers in the subject are detected automatically.
Type what you need and the draft streams straight into the document at the cursor, or rewrites the text you selected, in the firm’s voice and grounded in the case record and the files you attach. Formatting is applied as it lands, so the text is ready to keep, not paste.
Every passage drawn from a document gets a small numbered badge at the end of the sentence. Click a badge and the source file opens at that page.
Ask questions of a case’s documents and get answers with a citation to the exact page behind every statement. Click a citation and the file opens at that page.
Index a whole case folder so the AI can search hundreds of documents for what a question or a draft needs, instead of reading one file at a time. Then ask one question of every document in the set and get the answers as a table.
Every firm-defined document type carries the firm’s house style, learned from its own samples, plus standing instructions, so a deposition summary or demand letter comes out the way the firm writes it every time.
A document type can define its sections. The AI plans an outline for the specific case, drafts each section in sequence with the earlier ones in context, and streams the whole thing into Word with proper headings.
Builds a dated timeline of treatment across a set of medical records, merged into one chronology with a citation to the page behind every entry, with gaps in treatment and missing records flagged.
Reads a served demand, splits it into its numbered requests, answers each one from the case file with the firm’s own objections, and assembles the response in Word. Every answer is reviewed and edited in a table before anything is inserted.
Checks the selection or the whole draft against the attached files and the case record, and looks up every case cited in the draft on CourtListener, a public database of court opinions. Problems are highlighted in place.
Pick the case and attach files from the case folder, or point the AI at an indexed discovery set. Choose the firm’s document type and its house style and standing instructions load automatically, saved in the .docx so a reopened document knows what it is.
Draft a reply to a case email from inside the case, in the firm’s voice, with the relevant files as context, without leaving the compose window.
A per-office log of every AI run, and a plain-language statement of how the AI handles a firm’s documents: no training on firm data, zero retention at the model provider, prepared copies kept only in the firm’s own storage, and an audit trail for every run.
Your billing and your books, finally in agreement. LawOffice.AI connects directly to QuickBooks, so financial data reaches your accountant without a single re-keyed entry.
Work from your own Google account. Send case files through your Gmail, land appearance dates on Google Calendar, and generate a Google Meet link the moment you schedule.
Outlook, all the way in. Send from your own account, keep your Outlook calendar in lockstep with the firm, and save any received email to a case note without leaving your inbox.
Meet clients where they actually answer. Text conversations live inside cases and contacts, and appearance reminders go out by SMS, automatically.
Let clients pay invoices online by card or ACH, powered by Confido Legal, our payments partner with rails built exclusively for law firms.
Route every payment to the correct account, operating or IOLTA trust, on Confido Legal rails with per-case ledgers that keep you compliant.
Build invoices from your service catalog, run batch billing, and present time exactly the way your clients expect to read it.
Run multiple timers at once from the case details page, then set Timekeeper Mode to Time Tracking or Billing. Every hour lands exactly where it should.
Every matter in one place: files, forms, email, invoices, payments, court dates, phases and history.
Rich contact profiles with their own files, forms and email threads, reusable as parties across cases.
Firm calendars with day-to-year views and dedicated court-date tracking. Now synced to Google and Outlook, with Meet or Teams links built in.
A visual form builder tied to your case types. Clients complete intake from the portal; AI can prefill the rest.
Place signature fields in your Word templates, send for signature, and track every signing event.
A secure portal where clients view shared files, upload documents, complete forms, sign and pay.
Send email directly from the case details page, using your own Gmail or Outlook address, with templates, signatures and your firm’s branding on every message.
Refer and co-counsel cases with other firms. Share matters across offices with full control.
A streaming AI assistant with per-case context: ask about any matter, upload files into the chat, get instant case summaries.
Talk to your practice. A WebRTC voice assistant handles setup, answers questions and works hands-free.
The AI doesn’t just answer. It acts. Create cases, schedule dates, generate documents from templates, email clients.
From A/R aging to attorney utilization to trust ledgers, a greatly expanded reporting engine covers every number your firm runs on, exportable to Excel or PDF.
Attorney, paralegal and staff roles, two-factor authentication with passcodes, sign-in auditing and automatic inactivity timeouts.
Built-in HIPAA workflows including Business Associate Agreement handling for health-adjacent practices.
A guided onboarding wizard, 70+ practice areas, document defaults and your own brand colors across the client experience.
In-app video tutorials for every workflow, so new hires ramp in days rather than months.
Documents, templates, trust accounting and AI: one platform, one login, one price. Set up in an afternoon.
No credit card required · Free onboarding · Cancel anytime
