Systems Built

Not demos.
Systems already put to work.

Different law firms. Different bottlenecks. Different architectures. Each system below was designed around real legal work, real decision points and real production constraints.

Production System Index 03 case files
01
Legal Service Engine Intake, conflicts, payments, documents, Clio and court events
3 service paths
02
Estate Planning Engine People-first data, legal logic and coordinated documents
6 core instruments
03
Legal Content OS Research, AI, media, approval and publishing
9 scenarios

A useful automation story is not “we connected these apps.” It is what the firm stopped having to do after the system existed.

Production Case Files

Open a system. See what actually changed.

Each file opens into the operating problem, architecture, human control points, automated workload and production result.

02
Document Automation

People-First Estate Planning Engine

4–5h → ~15m Estate-plan preparation

From six separate drafting tasks

One family data set now powers an interconnected estate plan.

An anonymized Pennsylvania estate-planning practice replaced repeated names, appointments and clause selection with a people-first Gavel architecture. Identities are entered once. Legal meaning is assigned through roles, rank and plan logic. The coordinated document package then draws from the same source.

Gavel People-First Data R1–R3 Fiduciaries Conditional Clauses Word Templates
~15 min Structured intake
6 Core legal instruments
R1–R3 Successor depth per role
94–95% Reported prep-time reduction
People-First Architecture

The person is stored once. Relationships, appointments and document language are resolved downstream.

01 People + Entities
→
02 Relationships
→
03 Role + Rank
→
04 Clause Resolution
→
05 Document Context
→
06 Coordinated Package

Legal decisions stay explicit

Beneficiary plan
Trustee and executor selection
Successor rank
Acting structure
Spouse, descendants and residue treatment

The drafting engine resolves

Reusable identity references
Ranked R1–R3 appointments
Joint or independent acting language
Context-specific legal clauses
Coordinated output across six instruments
Core Design Principle Identity is stored once. Meaning is assigned later.
Central People Directory A person or entity becomes one reusable record across the estate plan.
Ranked fiduciary engine Trustees, executors and agents use reusable R1–R3 successor logic.
Clean templates Complex legal logic stays in Gavel while Word receives stable variables.
Coordinated package One completed intake can prepare all six core instruments.

Preparation impact

Firm-reported prior process versus approximate Gavel intake
Manual process
4–5 hours
Automated process
~15 minutes

The reported time comparison reflects the prior manual workflow and current approximate structured intake. Attorney review remains part of the legal service.

Explore Document Automation
01

One Principle Across Every Build

The firm makes the judgment. The system carries the work.

The architectures are different because the legal work is different. What stays constant is the operating philosophy: structure the facts, make decision points explicit, automate the repeatable chain and design for what happens when the happy path breaks.

Your system probably starts with one frustrating workflow.

Bring us the handoff your team keeps repeating, chasing or remembering manually.

Find Out What Can Be Automated