Platform Discovery

Share Your Vision

This isn't a contact form. It's the beginning of a conversation about what your practice could become. Take your time—the more detail you provide, the more precisely I can design your platform.

Tell Me About Your Firm

Understanding your practice helps me design a platform that fits how you actually work.

This helps me understand the scale of platform that makes sense for your firm.

States, federal courts, or other jurisdictions where you practice.

Your Current State

Understanding what's working and what isn't helps me identify where AI can have the biggest impact.

Your Intake Process

Intake is often the highest-leverage area for AI. Help me understand how you bring in new clients.

Document Generation

Understanding what you draft and file helps me design document automation that actually saves time.

Workflows & Integrations

Every firm has unique processes. Help me understand yours.

Your Vision

This is the most important section. Help me understand what success looks like for you.

Timeline & Next Steps

Let's make sure we're aligned on timing and decision process.

By submitting, you're not committing to anything. I'll review your vision and reach out within 2 business days to schedule a discovery call if it looks like we might be a fit.