Simplify Your Workflow.
Grow Your Practice.

Veritas automates the paperwork: client intake, file transfers and document organization. So you can stop drowning in paperwork and start taking more cases.

Less time on intake
70–90%
Manual data entry and case onboarding, automated.
Custom AI skills
Built around your workflows: intake, transfers, filing, and more.
Matters human-approved
100%
A staff member approves every matter before it’s live.
Custom & Confidential

Built for how your law firm actually works.

We don’t adapt a generic automation playbook to law. Every system we build is designed around matters, intake, referrals, and the duties that govern client data, all on the software your firm already uses.

Legal-Only Focus

We work exclusively with law firms, so the work fits how you actually operate.

Privilege-Safe AI

Architected so the AI never touches attorney inboxes or privileged communications.

One Accountable Partner

Five disciplines coordinated by one team, not five vendors you manage.

Human In The Loop

People approve every matter. AI drafts and recommends; your team decides.

Fits your current workflow Filevine Leap Clio Microsoft Outlook Google Workspace And More
What we automate

The busywork, handled.

Every firm runs differently, so every build is custom. These are the workflows we automate most, trained on how your firm actually works, in the software you already use.

Client Intake

Web forms and signed agreements become clean, structured case files. No more hours of manual typing.

Client Transfers

Referral files from other firms, whether zip folders or scanned paper, rebuilt into your folder structure.

File Organization

Every document named, sorted, and filed to the right matter, from pre-lit through discovery.

Review & Upload

Your staff approves each matter. Only then does the AI import it into your case management system.

Intake
New intakes4
Chen · MVA web formParsed
Okafor · slip & fallDocs signed
Nguyen · premisesCase file built
Patel · MVASent for review
Client transfer
Ruiz Law → your firm142
referral.zip receivedUnpacked
Medical records · 38 filesSorted
Discovery · 21 filesSorted
Scanned mail · 12 pagesRead
Folder structureMatched
Matter files
Filing queue5
MRI_Chen_0714.pdf→ Medical records
Demand_v2.docx→ Pre-lit
Dashcam_0412.mp4→ Evidence
GEICO_ltr_0722.pdf→ Correspondence
Duplicate detectedFlagged
Review & upload
Awaiting approval2
Chen · MVA intakeApproved
Uploaded to FilevineDone
Okafor · transferIn review
Audit logUpdated
How It Works

Audit. Build. Maintain.

No guesswork, no generic packages. We map how your firm actually runs first, then quote the exact workflows worth automating.

01

The Audit

Everything we build is custom to your firm, and the audit is how we get there. We map your processes with your team and hand you a written plan, whether you hire us or not.

02

The Build

We build and train your AI one workflow at a time, on the systems your firm already runs, with human approval checkpoints placed wherever your team wants them.

03

The Upkeep

Ongoing maintenance keeps everything sharp: human checks on the AI’s work, security reviews, retention verified, and small changes handled as you evolve.

Learn About The Audit
The result

Most firms cut intake processing time by 70–90%, with a person approving every matter, and clean records flowing straight into Filevine.

Based on Veritas intake automation deployments
Book a call

Ready To Put Your Workflows To Work?

Tell us about your firm and the workflows eating your team’s time. We’ll follow up within one business day to set up a call. If it’s a fit, we’ll schedule your audit from there.