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More cases. Less hours.

You didn’t become an expert witness because you love admin. Let’s automate the repetitive parts so you get hours back each week.

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An inbound retention inquiry becomes a drafted reply with attachments, while the trial date is extracted to the calendar and the case tracker. Inbound Whitfield & Barr LLP Draft Fee Schedule.pdf Retention Agreement.pdf Trial date March 4 Case tracker

Answer retention inquiries in minutes, not days

A firm writes asking whether you'll take a case. The message and any attached records are read automatically, and the details that matter are pulled out — case name, trial date, the parties. That date is checked against your calendar for conflicts. A reply is written into the thread with the documents you always send attached. The extracted details are saved to your case tracker at the same time. The reply waits in your drafts for you to read and send.

Impress the firms deciding who to retain.

A signed retention agreement arrives, and from it the cloud storage folders, the case record, and the calendar entries are created automatically. Retention agreement Signature Signed Cloud storage Correspondence Reports Billing Case record CASE-0142 Trial · March 4 Report due · January 20

Turn a signed case into a file that's already organized

When a case is retained, its cloud storage folders are built automatically, the case record is created with its own ID, and the trial date and report deadline go on your calendar. An inquiry becomes a live, organized case without anyone opening a spreadsheet.

Stay organized without doing the organizing.

Loose emails across a case resolve into a single dated, filed record. Correspondence Case file Saved to the cloud

The correspondence records itself

Every email on a case is read, attached to the right case, and saved to the cloud. No more screenshotting email threads. When someone asks what was said and when, the answer is there.

Eliminate repetitive work.

An overdue invoice triggers a reminder sent inside the original email thread, while a dashboard tracks what is outstanding. INV-0231 Alvarez v. Cordell $4,800.00 Unpaid · 31 days Original thread Reminder sent Outstanding $12,400 · 3 invoices

Invoices that chase themselves

What's outstanding, and for how long, is tracked automatically. When an invoice ages past its terms, a reminder goes out in the original thread — polite, on schedule, and in your voice — while the dashboard shows exactly what's owed and by whom.

Recover lost revenue.

A single dashboard listing cases, clients, contacts, invoices and tasks, with each case showing its current status. Dashboard Cases Clients Invoices Tasks Cases Retained Report due Awaiting Billed

Every case, in one place

Cases, clients, contacts, tasks, and invoices in a single view, fed automatically by everything above. Open a case and see the whole history: the correspondence, the deadlines, the documents, what's been billed and what's been paid.

One place to look, instead of five.

Want to automate a different process?

If repetitive work eats your week, it can usually be handed over — tell us how you do it, and we'll make it quicker and more accurate.

  • Meeting and deposition scheduling
  • Report generating
  • Inbox cleanup

In their words.

“So much of my time went to work that had nothing to do with my expertise: hours of formatting reports, retyping the same information into different places, and chasing details I knew I’d already written down. Tim changed all of that. The formatting and retyping are gone, I no longer carry my whole business around in my head, and I have my evenings back (at least some of them!). I’m saving nearly 5 hours every week, and I can take on more cases.”

Bonnie Dean, RN, CPMA · Medical Billing Expert Witness

“Tim sat down with me and took a hard look at the most repetitive process in my business, the one I’d been doing the same way for so long that I’d stopped questioning it. He quickly found where the time was going and showed me how AI could take over the slow, manual parts. The result was a 40% reduction in the time that process takes, which freed me up to focus on serving clients and growing the business.”

Cody · Founder, Triple C