Matter intake summaries
The agent reads a new matter's emails and attachments and drafts an intake summary that lists the parties and the key dates. A lawyer reviews it before it goes in the file.
Industries
AI for Law Firms
Writing intake summaries and chasing overdue bills pull lawyers away from client work. We build AI into the tools your firm already uses and train each person to run it.
Search Your Own Precedents
Most of a law firm's knowledge sits in past matters and precedents that are hard to search. McCarthy's AI sets up an AI agent that works from your own files in your own accounts, and a person at the firm approves anything that goes out.
Admin That Eats Billable Time
- 01
New matters start with reading
A new matter arrives as a long email chain and a pile of attachments. Someone reads it all and writes the intake summary before any legal work can begin.
- 02
Precedents nobody can find
A clause or memo from an earlier matter could save an afternoon, but it sits in a folder under a name only its author remembers. Lawyers draft again or ask around.
- 03
Billing reminders by hand
Overdue bills wait for someone to notice, then for someone to write the reminder. Collections slip when everyone is busy with client deadlines.
Where AI Helps First
A company brain over precedents and past matters
Lawyers ask in plain language and get an answer that points to the precedent or past matter behind it. Each person sees only what they're allowed to see.
Invoice reminders
Overdue invoices get a polite reminder drafted for the responsible lawyer or billing clerk to approve, so reminders go out before the account ages.
Proposals drafted from your past work
Drop in a request for proposal from a client. The agent finds your closest past responses and drafts a first version in your format, which a partner edits and sends.
Common Questions
Still deciding? On a free 30-minute call we'll tell you what fits.
Can client files and privileged material go into AI?
We start with the right AI plan and settings and only use data you approve. Files stay in your own accounts, and your sharing settings decide what each person can see. Some firms need private hosting, and we'll tell you if yours does.
Who checks what the agent drafts?
A person at the firm approves anything that goes out, and each workflow has a named owner. Answers from the company brain point to their source, so a lawyer can read the original before relying on one.
How does this fit our records and retention rules?
Summaries and drafts are saved in your own accounts, so your file and retention rules can cover them like any other document. Every workflow comes with written docs.
Related Research
How it works · 7 min read
How AI knowledge assistants work, and where they break
A company AI brain searches your files, hands the closest passages to a language model and has it write an answer with citations. Your sharing settings decide what it can see, and your documents decide how often it's right.
Training · 5 min read
AI training for employees lags far behind AI use
Staff are learning AI on their own, often on personal accounts, while small firms train least. Studies of AI mistakes show what a training program should cover.
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Free 30-minute call
Find Out What Your Firm Could Get Back
On a free 30-minute call, you'll see one of our prompts run in your own AI tool and leave with a first step and its price, and you can keep client names and matter details out of it.