How we work.
Every engagement, in any of the five practice areas, runs the same way: find where the hours go, scope one job at a time, build in draft mode, and let the agent earn autonomy by proving it. Nothing we deploy starts with authority it hasn't earned.
Book an AI Operations Assessment- 01
The AI Operations Assessment.
A working session with your leadership. We map where the hours actually go: which calls, which emails, which status updates, which twenty-minute gathering jobs sit behind six-sentence outputs. You leave with a written plan and a build order, whether or not you build it with us.
- 02
A Scope Card for every job.
Before any agent touches anything, each job gets four questions answered: what we're solving for, which tools it touches, what level of access each tool needs (read, draft, or act), and who approves the output. The answers become a Scope Card. It records what the agent can touch, what it can't, and who signs off.
- 03
Connected to what you already run.
Litify, Salesforce, GoHighLevel, Clio, Filevine, your phone system, your inbox. We connect by API wherever one exists and work through the browser where one doesn't, with read-only access wherever the system allows it. Nothing migrates. Nothing gets replaced.
- 04
Built in draft mode.
Every agent we deploy starts with 100% human approval. Your team sees every output before it goes anywhere, corrects what's wrong, and the agent learns from every correction. This is where you find out whether the Scope Card was right.
- 05
Autonomy earned one category at a time.
When a category of work proves out at the accuracy threshold you set, you turn on auto-send for that category only. Everything else still routes to a person. Some categories stay approval-only forever. Your operation, your rules.
- 06
Run, scored, and secured.
Live agents keep a full audit trail of what they did, when, and on whose authority. Voice agents can be graded by Call Scoring against the same rubric as your staff. And every agent runs under the four security rules: it takes orders only from people you approve, treats content as information rather than instructions, verifies headers rather than display names, and keeps credentials out of reach.
The four phases, in detail.
This is the model every agent runs under, from a Voice AI receptionist to an executive AI Co-Worker.
- 01
Draft Mode
100% human approval
Week 1-2
Every response the AI generates goes to your team first. You review, approve, edit, or reject. The AI learns from every correction.
- 02
Selective Auto-Send
Low-risk categories only
Week 2-3
Once accuracy reaches the threshold you set (most firms choose 99.9%) on specific inquiry types, you enable auto-send for those categories. Everything else still requires approval.
- 03
Expanded Authority
You control the pace
Week 3-4
Payment status updates, callback confirmations, contact info changes. Expand what the AI handles independently. You decide when.
- 04
Full Operation
Routine = AI, complex = human
Ongoing
The AI handles the routine work on its own. Complaints, cancellations, settlement strategy, and anything ambiguous still go to your team with full context.
What to expect, and when.
- Week 0
- Assessment. Plan and build order delivered.
- Weeks 1 to 2
- First Scope Cards written. Systems connected. Build begins. Voice AI trials go live in 24 to 48 hours.
- Weeks 2 to 4
- Draft mode. Your team reviews and corrects. The first categories prove out.
- Week 4 onward
- Selective auto-send, then expanded authority, at your pace. Most clients reach Phase 3 within 30 days.
The five practice areas this process runs under: AI Co-Workers, Custom Workflow Workers, Voice AI, Call Scoring, and AI Security. For the long-form version of how to evaluate any of this, read the definitive guide to AI for law firms.