Is this meant to replace attorneys or legal staff?

No. The goal is to remove repetitive coordination and drafting friction, not professional judgment. We design approval points so attorneys and staff stay in control of legal work, client communication, and final outputs.

Can AI be used safely with privileged or confidential information?

Only with the right implementation. We avoid casual consumer-tool usage for sensitive data, define what information can enter each workflow, and help document practical usage policies for the firm.

Do we have to replace our case management system?

Usually not. We start by mapping your current tools and workflow. The first system is typically built around the software your team already uses so adoption is easier.

Where should a law firm start?

Start with the bottleneck that is both painful and measurable: intake response time, consultation follow-up, document collection, or task handoffs. One well-built workflow beats a broad AI initiative that never gets adopted.

⚖️Law Firms

Give Clients Visibility. Give Staff Time Back.

Business Ops Forge helps law firms recover staff time with case tracking, document review support, client urgency signals, and intake follow-up workflows.

See the three plans See Use Cases

Six jobs, one team

Each agent has one job. Together, they keep the daily work moving.

Website Chatbot

Answers the site, captures the lead, books the estimate — including after hours, when most calls go to voicemail.

All plans

Website Agent

Keeps the site current: new services, changed hours, a broken form. Things that used to wait for a developer.

Forge and Foundry

Sales/CRM Agent

Scores new leads, tracks every open quote, keeps the pipeline clean. You see who to call back, and nothing lives in someone's memory.

Forge and Foundry

Marketing Agent

Weekly content, review requests after the job, reactivation of cold leads, and a straight answer on what to charge.

Foundry

SEO/AEO/GEO Agent

Keeps you visible in Google and cited when someone asks ChatGPT or Perplexity who to call.

Foundry

AI Chief Operating Officer

A daily digest of what moved, what stalled, and where the bottleneck is. The manager's view without the manager.

Foundry

What We Automate

AI Use Cases

Client Intake Routing

Capture matter details, source, urgency, conflicts questions, and next-step requirements before the consultation gets scheduled.

Cleaner intake from first contact

Consultation Follow-Up

Trigger reminders, draft follow-up emails, request missing documents, and keep prospects moving without relying on manual memory.

Fewer warm leads go cold

Document Review Support

Use AI to summarize, label, extract key facts, flag missing items, and prepare first-pass internal notes while attorneys retain review and approval.

Cleaner files with less sorting

Case Tracking

Track matter milestones, client-safe status summaries, next actions, and staff ownership so clients do not have to call to learn whether anything moved.

Fewer status calls

Client Urgency Signals

Flag frustrated, confused, or urgent messages before they become client-service problems, then draft a response for staff review.

Spot risk sooner

Decision table

Business Ops Forge vs generic legal AI tools.

Vs hiring admin staff

Recover intake, consultation follow-up, document collection, and status-update capacity before adding payroll.

Vs a generic chatbot

Keep legal judgment, representation decisions, privileged context, and client communication under firm review.

Vs standalone CRM setup

Design the intake, handoff, document, and follow-up workflows that make the CRM reliable for staff.

Common Questions

Frequently Asked Questions

Pricing

Three plans. One custom build.

One setup fee, one flat monthly rate — or a custom quote for a full platform build. Swipe to compare.

Best Value

Foundry

For one ready to run leaner with AI doing the routine work.

$799/mo

$3,000 setup · 12-month agreement

Everything in Forge
Marketing Agent — content & campaigns
SEO/AEO/GEO Agent — Google + AI answers
AI COO — daily digest & bottlenecks

6 AI agents on staff — your full team

Talk Through Foundry

Live in 10 business days, or the setup fee is free.

Setup fee and monthly rate apply to a signed 12-month agreement. Additional Custom Agents beyond a plan's included roster are available a la carte on Forge and Foundry.