Your firm's systems, made to work together.
Beyond the product: audits, intake automation, integrations, and fixed-price builds for firms on Clio, MyCase, and Filevine — from the engineering behind PraticaDesk. The PraticaDesk product connects to Outlook and Microsoft 365 today; Clio, MyCase, and Filevine work is delivered as custom builds, scoped and quoted in writing.
Five ways to start.
Every engagement is a fixed fee, quoted in writing after the consult — no hourly meters, no scope surprises.
Operations audit
One week
Fixed fee — quoted on the call
A week inside your workflows — intake, email, calendars, billing, and your practice-management setup. You get a written findings document: what's costing you time, what's risking mistakes, and a priced plan to fix it. The audit fee is credited against any build started within 30 days.
AI intake & client screening
Working prototype
Fixed fee — scoped after the consult
Structured intake for your practice: a lead answers your firm's screening questions, uploads supporting documents, and arrives pre-qualified with deadlines mapped and an attorney-ready summary. Rules are owned and edited by your attorneys, and every output is reviewed by a person before it counts.
Inbox triage & morning brief
30-day pilot
Flat monthly — cancel anytime
The PraticaDesk system, set up for your firm: incoming mail read against rules you set, every decision logged, one short brief each morning. Read-only — nothing is sent, moved, labelled, or deleted in your mailbox, and no message is stored. Access is revocable by you in one click.
Fixed-price builds
Typically 1–3 weeks
Fixed fee — quoted after the audit
A defined system, delivered at a fixed price: Clio, MyCase, and Filevine reporting, automation between the tools you already pay for, data migrations, document workflows. Scope, price, and timeline are agreed in writing before a line of code. You own everything delivered.
Ongoing retainer
Month to month
Flat monthly — quoted on the call
For firms that want their systems maintained and improved continuously: monitoring, fixes, small builds, and a standing line to someone who knows your setup. Cancel any month.
Same system. Your documents, your rules, your deadlines.
Every PraticaDesk engagement follows one pattern: documents in, a source-linked analysis out, an attorney deciding what happens next. Only the nouns change between practice areas. Here is what that pattern looks like in yours.
Employment — wage & hour
AvailableCalifornia employment records in. An attorney-reviewable wage-and-hour damages analysis out, with every number linked to the page it came from. AI reads the documents; tested rules do the math; attorneys make the legal calls.
See Wage Review →Consumer protection
Working prototypeStructured intake built in a lemon-law context: a lead answers your firm's screening questions, uploads records, and arrives with a qualification assessment, procedural deadlines, a document checklist, and an attorney-ready summary. Every output is preliminary until a person reviews it.
See the live demo →Read more →Personal injury
Fixed-price buildMedical records and bills in. A source-linked treatment chronology and specials summary out — every entry tied to the record page it came from. Intake screening covers limitations periods and government-claim deadlines before a retainer goes out. Attorneys review everything; nothing counts until they do.
Family law
Fixed-price buildBank statements, pay stubs, and tax returns in. A source-linked income-and-expense worksheet out, formatted to feed your disclosure declarations. Disclosure checklists track what the client has provided and what is still missing. Your attorneys run the support analysis; we prepare the inputs, with citations.
Immigration
Fixed-price buildEach petition type has a known evidence list. Clients upload documents through a structured intake — in English or Spanish — and the system flags gaps, missing translations, and expiring documents. Response deadlines parsed from agency notices surface in the Morning Brief. We do not fill forms; we make sure the file is complete before anyone does.
Criminal defense
By engagementDiscovery productions and police reports OCR'd, indexed, and searchable, so counsel reads once instead of re-reading. Court dates and client-family communication surface in the Morning Brief. Scoped case by case after the audit.
Every build starts with the operations audit and ends with your firm owning the code. Fixed fee, quoted in writing, NDA before any access.
Free 15-minute consultTerms that protect both sides.
NDA before anything
A mutual confidentiality agreement is signed before any access, any data, any trial. No exceptions.
You control access
Every credential is granted by you and revocable by you, in one click. The revoke procedure comes in writing on day one.
Fixed fees
Every engagement is a flat fee, quoted in writing before work starts. If scope changes, the price changes in writing first.
You own the work
Code, documentation, and credentials are handed over at delivery. Leaving is a decision, not a migration project.
Start with the free consult.
Tell us the workflow that eats the most time.
If we can't help, we'll say so on the call — that's cheaper for both of us than finding out later.