Oliver, AI assistant in the product
Oliver suggests firm-ops next steps. You run the cases.
Intake, trust accounting, billing, and settlement math — surfaced for your review; decisions left to you.
- Firm-ops recommendationsOliver recommends firm-ops next steps: matter ops and risk signals.
- Trust ledgers and IOLTATrack matter-level trust ledgers, balances, replenishment tasks, and IOLTA reconciliation.
- Billing, trust-awareSee unbilled totals with trust-balance context, ready for your review.
- Intake end to endManage intake end to end: lead capture, consultation scheduling, questionnaires, and conversion.
OOliver, AI assistant in the product
Meet Oliver. Oliver suggests firm-ops next steps, and you run the cases.
Intake, trust accounting, billing, and settlement math — surfaced for your review; decisions left to you.
“Three retainers are below replenishment, two invoices are 40 days out, and intake conversion slipped this week. Here is the queue, sorted by what protects the firm first.”
Example Oliver summary (illustrative)Get started
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The attorney reviews and decides. You are always the attorney of record.