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For law firms with 5-50 attorneys

Your AI team caught a missed statute of limitations and $34K in unbilled time before the partners' meeting.

Six AI employees work inside your Clio, Westlaw, iManage, and QuickBooks. They research case law, catch deadlines, find unbilled time, review contracts, capture clients, and update clients — then send you one Slack message with [Approve] or [Deny]. You make 8-12 decisions per day. They handle everything else.

# firm-decisions
J
James APP 6:14 AM
CRITICAL: Statute of Limitations — Martinez v. Greenfield
Expiring: Tuesday, April 8 · 2 business days remaining
Personal injury · No filing activity logged · Assigned: Partner Collins
Confirm Filed Request Extension View Matter
S
Sophie APP 8:00 AM
Unbilled WIP Alert: Commercial Litigation Group
$34,000 in unbilled time entries detected · 3 matters 30%+ over budget
Generate Pre-Bills View Details
12xfaster research turnaround
$34Kunbilled WIP found in one cycle
0missed deadlines since deployment
100%after-hours enquiries captured

Bitontree Workforce is an AI workforce platform that deploys 6 specialized AI employees for law firms with 5 to 50 attorneys, identifying $34K in unbilled WIP and maintaining zero missed deadlines: Marcus (Legal Research & Case Analyst — simultaneous Westlaw and LexisNexis research, Shepardizing for good-law verification, jurisdiction-specific analysis, confidence scoring, firm work-product cross-referencing, and structured memo drafting; replaces $65-85K junior associate research time), Elena (Client Intake & Onboarding — 24/7 enquiry capture within 60 seconds, automated conflict checks against all parties and related entities in Clio in 30 seconds vs 45 minutes manual, engagement letter generation, matter creation, and consultation scheduling; replaces $35-45K intake coordinator), David (Document Review & Contracts — 1,400+ pages reviewed per night, privilege detection with Bates-numbered privilege logs, contract clause extraction, risk flagging against firm-approved clause libraries, and redline suggestions with margin notes; replaces 10+ hrs/wk paralegal time), Sophie (Billing & Time Tracking — unbilled time detection from email metadata and document timestamps, daily time-capture summaries, LEDES/UTBMS pre-bill generation, matter budget tracking, trust account reconciliation, and AR aging alerts; replaces $40-50K billing coordinator), James (Deadline & Compliance Monitor — automatic deadline calculation from FRCP, state rules, and local rules including subsidiary deadlines, CM/ECF cross-referencing, escalating reminders at 14/7/3/1 days, statute-of-limitations tracking, and CLE compliance monitoring; replaces nobody — partners currently scramble), and Anna (Client Communication — proactive status updates, document request follow-ups, appointment scheduling, routine enquiry responses, and client satisfaction tracking; replaces nobody — associates currently handle between cases). All employees integrate with Clio, Westlaw, LexisNexis, iManage, QuickBooks, and Slack — reading matter data, writing research memos, managing dockets, reconciling trust accounts, and updating clients within your existing practice management workflow. Every employee operates within strict privilege boundaries: no employee discloses client information across matters, makes legal judgments, or approves filings without attorney sign-off. As a purpose-built AI for law firms, Bitontree delivers a complete AI legal assistant workforce using legal AI tools that integrate directly with Clio, Westlaw, and iManage to handle research, document review, billing, and deadline compliance.

Real examples from this morning

Here is what your AI team would have caught today

Each example below is a real scenario that costs law firms thousands per month. Your AI employees catch them automatically and ask you what to do.

J
James Deadline & Compliance
The scenario

A personal injury statute of limitations in Martinez v. Greenfield expires Tuesday. The matter was opened 11 months ago. Nobody calendared the filing deadline. The paralegal who handled intake left the firm last month. The malpractice exposure exceeds $500,000.

What James sends you

"CRITICAL: Martinez v. Greenfield SOL expiring Tuesday. 2 business days. No filing activity logged. [Confirm Filed]"

Without James Claim extinguished. $500K+ malpractice exposure. Career-ending.
With James Partner alerted at 6:14 AM. Filing prepared same day. Client protected.
S
Sophie Billing & Time Tracking
The scenario

Three associates in the commercial litigation group forgot to record 14 hours of research time this week. A partner sent 8 emails on the Henderson matter after 9 PM and never billed them. Total unbilled WIP: $34,000 that would have been written off at month-end.

What Sophie sends you

"$34K unbilled WIP detected. 14 hrs research (3 associates), 2.3 hrs emails (Partner Collins). [Send Time Summaries]"

Without Sophie -$34K revenue lost. Discovered (maybe) during monthly billing review.
With Sophie Detected same day. Draft entries sent. $34K recovered.
D
David Document Review & Contracts
The scenario

The Meridian contract renewal contains an unlimited liability provision buried in Section 14.3 and an IP assignment clause that exceeds jurisdictional enforceability limits. The associate who reviewed it missed both. The client would have signed tomorrow.

What David sends you

"2 HIGH-RISK clauses in Meridian renewal: unlimited liability (S14.3), overbroad IP assignment (S7.2). Redline drafted. [Review Redline]"

Without David Client signs unlimited liability. Litigation exposure: $2M+.
With David Caught overnight. Redline sent to partner. Terms negotiated.
E
Elena Client Intake & Onboarding
The scenario

A prospective client submitted a business litigation enquiry at 11:47 PM Friday. Your receptionist does not work weekends. By Monday morning, the prospect has called three other firms. Average case value: $75,000.

What Elena sends you

"New enquiry qualified: Commercial dispute, $250K claim. Conflict check clear. Engagement letter sent. Consultation booked Monday 10 AM. [Review Intake]"

Without Elena Client calls competitor Monday. $75K case lost. Marketing spend wasted.
With Elena Responded in 60 seconds. Client engaged. Consultation on the books.

How it works

Your AI employees work. You approve.

1

They work inside your tools

Clio, Westlaw, LexisNexis, iManage, QuickBooks. No new software.

2

They surface decisions

Approve this memo? File before Tuesday? Bill this WIP? Accept this client?

3

You approve on Slack

Full context + buttons. Each decision takes 5-15 seconds.

4

They execute

Memo filed, deadline tracked, pre-bill sent, client onboarded. You move on.

M
Marcus APP 7:00 AM
Research Memo: Breach of Fiduciary Duty — Delaware LLC
47 on-point cases · All Shepardized · Confidence: High
3 supporting · 2 opposing · 1 circuit split flagged
Prior work product found: Partner Davis memo from 18 months ago on identical issue
Approve Memo Request Deeper Analysis Reassign
A
Anna APP 10:00 AM
Client Update: Henderson v. Apex Corp
Status update sent to Lisa Henderson · Deposition scheduled for April 15
Document request outstanding 8 days · Follow-up sent
View Communication Escalate to Attorney

A typical day

What your AI team does before the first client call

6:14a
J
James — Catches statute of limitations expiring Tuesday that nobody calendared. Partner alerted.
7:00a
M
Marcus — Delivers 3 research memos. 47 on-point cases, all Shepardized. Ready for review.
7:30a
D
David — 1,400 pages of Henderson discovery reviewed. 47 privileged, 12 highly relevant.
8:00a
S
Sophie — "$34K unbilled WIP across commercial lit. 3 matters 30%+ over budget." [View Details]
8:15a
E
Elena — 4 overnight enquiries qualified. 1 conflict flagged for partner review. 3 consultations booked.
9:00a
S
Sophie — All IOLTA accounts reconciled. Zero discrepancies. Trust compliance confirmed.
10:00a
A
Anna — 12 status updates sent. 6 document request follow-ups. 3 client meetings scheduled.
5:00p
A
All — 12 decisions made today. Zero deadlines missed. Everything else handled.

The math

What you are paying now vs. what you could pay

Role Human cost AI employee What changes
Marcus — Research$65-85K/yr (junior associate)Included12x faster research, Shepardized memos
Elena — Intake$35-45K/yrIncluded24/7 capture, 30-sec conflict checks
David — Doc Review10+ hrs/wk (paralegal)Included1,400+ pages/night, clause risk flagging
Sophie — Billing$40-50K/yrIncludedUnbilled time detection, IOLTA reconciliation
James — DeadlinesNobody (partner anxiety)IncludedZero missed deadlines, CLE tracking
Anna — CommunicationNobody (associates handle)IncludedProactive updates, document follow-ups
Total$140-180K/yr + partner timeFraction of the cost$500K+ malpractice risk eliminated
12xfaster research turnaround
30%more WIP captured
0missed deadlines
100%enquiries captured 24/7
Not this

Another legal tech platform

CaseText, Harvey, Lexis+ AI — they assist with research. That is one function. Research is 20% of the problem.

Not this

A chatbot for intake

Smith.ai, Ruby, LawDroid — they answer phones and qualify leads. That is intake. What about deadlines, billing, contracts, communication?

This

AI employees who do the work

Six employees, six roles, six sets of daily deliverables. They work. You approve. Your 70-hour week becomes a 40-hour week.

Works inside your existing tools

ClioWestlawLexisNexisiManageQuickBooksDocuSignCM/ECFPACERSlack

Frequently asked questions

How does the AI protect attorney-client privilege?

All matter data is strictly siloed within the system. No employee can access information across matters. Conflict-of-interest checks run automatically when new client data enters the system. Documents are analyzed in-place within iManage without creating copies outside your DMS. All processing uses de-identified prompts — no client names or privileged content reaches the cloud LLM.

Does the AI integrate with Clio?

Yes. All 6 employees integrate bidirectionally with Clio via its API. Marcus writes research memos directly into matter files. James reads deadline data and writes notifications. Elena creates new client records and runs conflict checks. Sophie reads time entries and matter budgets for reconciliation. All operations happen within your existing practice management workflow.

How does Marcus handle legal research?

Marcus searches Westlaw and LexisNexis simultaneously, Shepardizes every cited case to confirm it is still good law, ranks results by authority weight and jurisdiction, cross-references your firm's prior work product in iManage, and delivers structured research memos in firm-standard format with confidence ratings. Research that took a junior associate 6 hours takes Marcus 30 minutes.

How accurate is the document review for privilege detection?

David uses multi-layered analysis to detect potentially privileged documents — examining sender/recipient patterns, content indicators, and document metadata. David flags documents as potentially privileged for human review rather than making final privilege determinations. No document is excluded from privilege review without a lawyer's sign-off. David processes 1,400+ pages per overnight cycle.

Can Elena handle after-hours client intake?

Yes. Elena handles new enquiries 24/7 — qualifying potential clients through structured intake questions, running automated conflict checks in Clio in 30 seconds, generating engagement letters, and scheduling consultations with the appropriate practice group. Prospective clients who enquire at 11 PM receive immediate engagement rather than waiting until the next business day.

How does Sophie find unbilled time?

Sophie analyzes email metadata, document-edit timestamps, and calendar events, cross-references them against recorded time entries in Clio, and generates draft entries for billable activities that were not recorded. She sends each attorney a daily time-capture summary with one-tap approval. Most firms see a 15-30% increase in captured billable hours within the first month.

How does James track court deadlines?

James calculates all applicable deadlines from FRCP, state procedural rules, local rules, and judge-specific standing orders — including subsidiary deadlines triggered by each primary deadline. He cross-references against CM/ECF and state e-filing portals, sends escalating Slack reminders at 14, 7, 3, and 1 day before each deadline, and flags any matter showing no preparation activity.

Does Sophie handle IOLTA trust account reconciliation?

Yes. Sophie reconciles all IOLTA and client trust accounts against bank feeds daily — verifying retainer deposits, payments against client ledgers, and checking for commingling. Discrepancies are flagged immediately rather than discovered during monthly reconciliation. Trust account compliance is the most common area of bar disciplinary action, and daily reconciliation eliminates that risk.

Is the AI suitable for small law firms (5-10 attorneys)?

Yes. Bitontree employees scale to firm size. A small firm can deploy James (deadline tracking) and Elena (client intake) as a starting point, adding employees as the firm grows. Pricing is per-employee, not per-seat, so small firms pay only for the employees they deploy. The Workforce Discovery phase ensures employees are configured for your specific practice areas.

What happens when the AI encounters a legal question it cannot answer?

Every employee has defined escalation boundaries. Marcus flags conflicting case law and low-confidence research for senior review. David highlights clause deviations but does not approve contract language. Elena qualifies leads but does not provide legal advice. No employee makes legal judgments — every output is positioned as a draft for lawyer review and sign-off.

How long does deployment take for a law firm?

A typical 6-employee law firm deployment takes 8-12 weeks. Phase 1 (Workforce Discovery, 2-3 weeks) maps your practice management workflows, document handling processes, and deadline tracking systems. Phase 2 (Build & Deploy, 6-9 weeks) deploys employees incrementally, starting with James and Elena which deliver the fastest risk reduction. Phase 3 is ongoing management with monthly performance reviews.

How much do AI employees for law firms cost?

Bitontree Workforce pricing is per-employee, not per-seat or per-matter. A typical 6-employee law firm deployment starts with a Workforce Discovery engagement, followed by incremental deployment. Most firms start with 2-3 employees (James and Elena) and add employees as ROI is validated. Pricing scales with firm size and integration complexity. Contact us for a custom quote.

Will AI replace lawyers or paralegals?

No. Bitontree AI employees handle the time-consuming tasks that prevent lawyers from doing their highest-value work — research compilation, document review, deadline tracking, client intake, billing reconciliation, and client communication. Every employee output is a draft for lawyer review and sign-off. No employee makes legal judgments, provides legal advice, or approves filings. In practice, firms report that associates focus more on client relationships and courtroom preparation because AI handles the operational overhead.

Your first hire takes 15 minutes

Book a Workforce Discovery session. We map your workflows and show you which AI employees would have the biggest impact on your firm.