AI operations for law firms

Your firm,
quietly handled.

CoClerk™ manages the operational work behind modern legal practices — intake, records, file summaries, drafting, scheduling and follow-ups — while your lawyers stay focused on judgment and clients.

Read the field notes
Bright modern office with law books and a navy pen

Everything your firm needs

IntakeCapture and organize new matters
Conflict checkRun conflicts in seconds
DraftingGenerate first drafts, faster
File summaryGet up to speed, instantly
CommunicationsDraft and manage client communications
SchedulingManage deadlines and appointments
Record collectionRequest and organize documents
Follow upsTrack and complete action items
SOC 2Type II
PHIPACompliant
PIPEDACompliant
The bottleneck

Where the hours go — and why they don't have to.

Intake waits too long.

New matters arrive around the clock, but qualification, conflict checks and follow-up still depend on a busy team finding time.

Files grow faster than teams.

Records, correspondence and deadlines multiply across every matter, making it difficult to keep a complete, current view of the file.

Routine work delays strategy.

Skilled staff lose hours to summaries, first drafts, scheduling and status updates instead of higher-value legal work.

What handles

The workflows we automate for your team.

01

Intake & conflict checks

CoClerk™ gathers matter details, applies your qualification rules and prepares a structured conflict review before the file reaches a lawyer.

  • Always-on structured intake
  • Party and adverse-interest checks
  • Clean hand-off for lawyer review
02

Records & file organization

Requests, follow-ups and incoming documents are organized into a consistent matter structure across US and Canadian practices.

  • Record request and follow-up tracking
  • Automatic naming, indexing and filing
  • Missing-document and deadline flags
03

Summaries & chronologies

Large files become cited summaries and timelines that let the team understand facts, treatment, correspondence and next actions quickly.

  • Source-linked file summaries
  • Chronologies and key-fact extraction
  • Updates as new material arrives
04

Drafting & progression

First-pass correspondence, forms and matter updates are prepared in your firm's style, with review checkpoints before anything is sent.

  • Firm-style first drafts
  • Scheduling and follow-up automation
  • Human approval for substantive work
What teams see
60%
Less time spent on repetitive file administration.
2×
More matters supported by the same operational team.
24/7
Intake and file progression continue after hours.
Frequently asked

Answers, before you ask.

Which areas of law can CoClerk™ support?
CoClerk™ supports document-heavy and operations-heavy practices, including personal injury, medical malpractice, immigration, employment, workplace investigations and other repeatable legal workflows in the US and Canada.
Does CoClerk™ make legal decisions?
No. CoClerk™ prepares and progresses operational work while lawyers retain control over legal analysis, strategy, approvals and client advice.
Can it follow our existing procedures?
Yes. Workflows are configured around your intake rules, matter structure, templates, review steps and communication standards.
How is sensitive information protected?
Information is encrypted in transit and at rest, access is role-based, activity is auditable, and client information is not used to train shared models.
Other operations we automate
Field notes
Ready when you are

See on your caseload.

SOC 2Type II
PHIPACompliant
PIPEDACompliant