Legaltech apps that stitch intake, matter, and document work into one flow
Custom legaltech engineering on subscription. Intake, matter tracking, document automation, AI-assisted drafting. Senior engineer at $3,499/mo.
Who this is for
Legaltech founder, firm-operations partner, or in-house legal-ops lead where case management is bloated or too thin and intake, billing, and documents sit across four tools.
The pain today
- Case management software is bloated or missing key features
- Intake, billing, and document flow live across multiple tools
- No single source of truth for matter status
- Manual document drafting consumes senior attorney time
- AI opportunity clear but nobody on the team can build it
The outcome you get
- Custom legaltech app on subscription at $3,499/mo
- Intake, matter, or document workflow shipped in 8 to 14 weeks
- AI-assisted drafting integrated with human-in-the-loop review
- Privilege-aware architecture and proper access controls
- Integration with existing case-management and billing tools
Where legal workflows break across tools
Intake captures prospect details but does not flow into case management. Case management tracks the matter but not the documents. Documents live in a separate folder system without matter context. Billing is generated from time entries that live in yet another tool. Each transition loses context and creates re-entry work. Firms losing billable hours to this friction are common; legaltech startups targeting firms promise to solve it. Custom apps either replace one painful node or integrate all four into a coherent flow. Either path works; scope depends on the firm's appetite for change.
Common apps I build
Intake systems (structured forms, conflict check integration, routing to intake attorneys). Matter tracking beyond what CMT (case management tool) offers. Document workflow (generation from templates, e-sign, version tracking, storage). Billing add-ons (time entry capture, rate-card logic, invoice generation). Internal dashboards (matter load per attorney, profitability per practice area, deadline tracking). AI-assist features (document summarisation, first-draft generation, research helpers). Each maps to a specific firm pain — not a generic 'legal platform.'
AI-assist for drafting and review
Legal AI is useful for first drafts, summarisation, and research — not for final legal judgement. Architecture: LLM (Claude, GPT) generates draft based on structured matter data. Attorney reviews, edits, and approves. System never ships a document to a client without attorney review. For sensitive matters, the AI call happens in a privileged environment (enterprise OpenAI or Anthropic with data-processing agreements) to protect privilege. Integration typically 4 to 6 weeks. I link deeper AI work to the AI Automation service where ongoing tuning matters.
Pricing and engagement model
Standard $3,499/mo. Pro $4,500/mo. Both include 2 to 4-day delivery, senior engineering, privileged-data awareness. 14-day money-back guarantee. Cancel anytime. 100 percent code ownership under Work Made for Hire. Privilege protection addressed in the engagement agreement — I treat all client data seen during development as privileged. For firms preferring not to share real matter data during development, we work against synthetic data and do integration testing against production only post-launch.
Case: Instill — structured knowledge plus AI integration
I launched Instill as a self-initiated AI skills platform — a prompt library that works with every AI tool, currently 30+ active users, 1,000+ skills saved, 45+ projects powered. Stack: Next.js 16, React 19, TypeScript, PostgreSQL, Vercel, MCP Protocol. The lesson for legaltech: structured knowledge (templates, prompts, protocols) combined with AI generation produces results that neither approach delivers alone. Legal templates tied to matter context and LLM drafting create powerful AI-assist without compromising attorney judgement. Same pattern I ship for legaltech clients.
When a full legal-software vendor is enough
For standard practice types (litigation, family, estate planning), vendors like Clio, MyCase, PracticePanther, CosmoLex cover 80 percent of needs. Configuration plus a few integrations handles most firms under $10M in revenue. Custom work pays back when the firm has unique workflow — specialty practice areas with niche tools, multi-country operations, or legaltech startups building a product. My target legaltech clients are founders and firms where custom engineering materially differentiates the practice or product.
Recent proof
A comparable engagement, delivered and documented.
A prompt library that works with every AI tool
A home for your best AI prompts. Save them once, then use them in Claude, Cursor, or any AI tool you work with. No more copy-paste.
Frequently asked questions
The questions prospects ask before they book.
- How do you handle attorney-client privilege?
- All client data seen during development is treated as privileged — signed into the engagement agreement. Production data access limited to what is strictly needed for feature work. For firms preferring not to share real data, we use synthetic or anonymised data during development and test integration against production only post-launch. AI integrations use enterprise tiers with data-processing agreements so prompts are not used for model training. Standard in every legaltech engagement.
- Can you integrate with Clio, MyCase, or PracticePanther?
- Yes. All three have APIs. Integration patterns: intake data flows to CMT on lead-to-client conversion, matter updates sync between custom app and CMT, billing flows from time entry in custom app to invoice generation in CMT. For firms deeply invested in their CMT, keep CMT as system of record and build custom around it. For firms switching or replacing CMT, custom app can become the system of record — but be careful about data migration complexity.
- What about data residency?
- For firms with EU clients, GDPR requires data residency awareness. For firms in California, CCPA applies. For firms in specific states or countries with stricter privacy requirements, data stays within the required region. Hosting on AWS with region selection (us-east-1, eu-west-1, etc) handles most needs. For firms with court-mandated data residency or specific government contracts, specialist hosting (AWS GovCloud, dedicated infrastructure) — we scope that separately.
- How do you handle e-signature?
- DocuSign, Adobe Sign, HelloSign, PandaDoc — all integrate cleanly into legaltech apps. For firms handling high-volume e-sign (estate planning, contract-heavy practices), DocuSign or Adobe Sign with envelope templates. For firms sending sensitive documents, e-sign providers with privilege and confidentiality features matter. Included in base engagement scope for most legaltech builds.
- Can AI really help in legal work?
- Yes, in specific places. First-draft generation from structured matter data. Summarisation of long documents or transcripts. Research support (finding relevant precedent, structuring legal arguments). Document review (flagging unusual clauses, comparing versions). Not in: final legal judgement, complex reasoning about novel matters, anything client-facing without attorney review. I integrate AI where it saves senior time without compromising quality. For deeper AI work, we often pair custom app engagement with AI Automation subscription.
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