⚡ Built for Law Firms

The AI-Powered CRM That Thinks Like a Lawyer

Case management, intelligent email, shared calendars, document access, and an AI assistant — all in one platform built from the ground up for legal practice.

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24+
Planned Features
O365
Native Integration
Egnyte
Doc Intelligence
100%
Custom Built
What's Inside

Everything your firm needs, nothing it doesn't

Every module was designed around how attorneys actually work — not adapted from generic CRM software.

📁

Case Management

Centralized case files with court dates, tasks, documents, parties, and a full activity timeline — all in one view.

📧

Intelligent Email

Full O365 inbox inside the CRM. Reply, forward, draft from anywhere in the app — even while reviewing a case.

🤖

AI Legal Assistant

Ask anything about a case. Generate summaries, draft documents, get answers — with full context from your files.

📅

Shared Calendars

Firm-wide O365 calendar sync. Court dates flow in automatically. Everyone sees the same schedule.

📂

Document Intelligence

Browse, search, and read any document from your file server — directly inside the CRM. AI can read and summarize them too.

👥

People Directory

Homeowners, opposing counsel, judges, builders, experts, and staff — all searchable and linked to relevant cases.

🔔

Smart Notifications

Deadlines, court dates, tasks, and firm updates — surfaced at the right time, not buried in email threads.

📞

RingCentral Integration

Click to call directly from a case or contact. Call activity logged automatically to the case timeline.

📊

Reports & Exports

Generate Word documents and Excel spreadsheets with a single prompt. Download instantly, share immediately.

Email System

Your entire inbox. Inside the CRM.

No more switching between Outlook and your practice management software. Email lives inside CounselAI, connected to your cases.

  • Full O365 inbox, sent, flagged folders — drag emails between folders
  • Floating composer persists as you navigate — never lose a draft
  • Smart contact autocomplete: counsel, judges, homeowners, experts, and more
  • Per-attorney email signatures with firm branding auto-applied
  • AI Polish — refine tone (professional, formal, friendly) before sending
  • Email templates for common firm communications
  • Reply All with automatic CC population from the original thread
  • Attachments up to 50MB with inline image support
📬 Johnson v. Park Hill HOA
10:42 AM
Re: Motion to Dismiss — Response Due Friday
Attached please find the revised motion. Per our earlier call, we've addressed the jurisdiction argument raised in your filing...
✨ AI Polish available — refine tone before sending
Compose To
● Opposing Counsel ● Judge Martinez + Add recipient
📎 Signature: J. Gold — Nevada
📝 Templates
AI Assistant

An AI that actually knows your cases

Not a generic chatbot — an assistant with access to your case files, documents, calendar, and task list. Ask it anything.

  • Summarize any case in seconds — parties, status, key dates, open tasks
  • Read and analyze documents directly from your file server (Egnyte, network drives)
  • Generate Word documents and Excel reports with a single prompt
  • Voice mode — speak your question, hear the answer read back
  • Multi-language voice support (English, Spanish, French, Japanese, Hindi)
  • Attach images, PDFs, and files directly to the chat
  • Named conversation threads — come back to any topic later
  • Copy, export, and share AI outputs with one click
AI Assistant — Case #2847
Summarize the Johnson case and tell me what's due this week
Johnson v. Park Hill HOA
Status: Active · Filed 2024-09-12

Due this week:
→ Motion response — Fri Mar 13
→ Expert witness disclosure — Mon Mar 10

Open tasks (3): Deposition prep, Document review, Client call
Draft a demand letter based on the case files
📄 Generate Word Doc
📊 Export to Excel
🎙️ Voice
Document Access

Your file server, inside the CRM

Stop hunting through network drives. Browse, search, and open case documents directly from the CRM — and let the AI read them for you.

  • Connects to Egnyte, mapped drives, and local file servers
  • Browse folder trees and search by filename or content
  • One-click to open files in their native app on any workstation
  • AI can read any document — contracts, motions, correspondence — and answer questions about it
  • Image and scanned document OCR via AI vision
  • Works across all office workstations once the path handler is installed
Documents — Johnson v. Park Hill
📁
JOHNSON CASES
14 files · last modified 3 days ago
📄
Motion_to_Dismiss_v3.docx
48 KB · 2026-03-07
Open
📄
Expert_Witness_Report.pdf
2.1 MB · 2026-03-05
AI Read
🖼️
Property_Survey_Scan.jpg
850 KB · 2026-03-01
OCR
🤖 AI says: The motion argues lack of personal jurisdiction. The expert report on page 4 directly contradicts the HOA's position on the noise ordinance.
Document Intelligence

Your file server, inside the CRM — powered by AI

Direct Egnyte integration means attorneys and paralegals never leave the CRM to find documents. Every file in every case folder is one click away — and the AI can read all of them.

  • Browse any Egnyte folder directly inside the CRM — no tab switching, no VPN juggling
  • Link any document to a specific case record with one click
  • AI analyzes documents on demand — contracts, motions, expert reports, scans
  • Smart caching: AI runs once per document, result stored forever. 10 users, 1 API call
  • "Analyzed by [Name] at [Time]" — full attribution on every cached result
  • Case AI Summary reads ALL linked Egnyte documents, not just CRM-uploaded files
  • Delta detection: summary only re-runs when new files are added to the case folder
  • Image & scan OCR — AI reads photos, site surveys, handwritten notes via vision
  • Cross-case document search — find any document across all cases instantly
  • Webhook auto-analysis: new file lands in Egnyte → AI reads it automatically
Egnyte — Oxford Chase / EXPERTS
📁
/Shared/SFH CASES-FL/OXFORD CHASE
📄
BCCM_ExpertReport_2026.pdf
4.2 MB · Uploaded Mar 9
Analyzed
🤖 Cached analysis · by J. Gold · Mar 9, 9:04am

Found: Stucco delamination (pp. 4, 12, 28), improper flashing at 3 locations, moisture intrusion evidence. Expert recommends full remediation. Repair cost estimate: $847,000.
📄
Retainer_Agreement_Signed.pdf
180 KB · Mar 1
Link
💡 10 users opened this report today. Zero additional AI tokens used.
Roadmap

Built on a 24-feature master plan

Every CRM deployment starts with a full discovery and planning session. Here's a sample of what's on the roadmap for a construction defect law firm.

Phase 1 — Foundation
  • ✓ Core case management
  • ✓ O365 email integration
  • ✓ Shared firm calendars
  • ✓ People directory (6 types)
  • ✓ AI assistant + voice
Phase 2 — Intelligence
  • ✓ Egnyte file bridge
  • ✓ AI document analysis + cache
  • ✓ Floating email composer
  • ✓ Word & Excel generation
  • ✓ RingCentral click-to-call
Phase 3 — Automation
  • ○ Homeowner client portal
  • ○ Email auto-filing to Egnyte
  • ○ SOL deadline guardian
  • ○ 558 notice generator
  • ○ Webhook auto-analysis
Complete Feature Suite

Every feature, no shortcuts

Built from scratch. Every detail designed for legal practice.

📁 Case Management

  • Case detail view with full party list
  • Court dates with full CRUD
  • Tasks — create, assign, track status
  • Activity timeline & notes
  • AI Summary button — one click to brief
  • Quick-link to documents & calendar
  • Filters: Active / Closed / Settled / Dismissed

📧 Email

  • Full O365 inbox inside the CRM
  • Folders + drag-to-move
  • Reply, Reply All, Forward
  • Inline image rendering (cross-client)
  • Floating composer (persists across pages)
  • Draft auto-saves to localStorage
  • Attachments up to 50MB
  • Per-attorney signatures with logo
  • AI Polish (professional / formal / friendly)
  • Template library

🤖 AI Assistant

  • Named conversation threads
  • Case summarization tool
  • Document read & analysis
  • Generate Word (.docx) reports
  • Generate Excel (.xlsx) spreadsheets
  • Voice input & multi-voice TTS output
  • File & image attachments in chat
  • Image OCR via vision AI
  • Suggested follow-up prompts
  • Copy / Like / Retry / Export actions

📅 Calendar

  • Shared O365 firm calendars
  • Multi-office timezone support
  • Attendees & attachments on events
  • Court dates tab synced to case
  • Click any day to add event (date pre-fills)
  • "Open in Outlook" for O365 events
  • Personal O365 calendars hidden from shared view

📂 Documents

  • Direct Egnyte / network drive access
  • Folder tree browser per case
  • Full-text file search
  • One-click open in native app
  • AI document reading & analysis
  • Image & scan OCR
  • Works across all office workstations

👥 People

  • Homeowners directory
  • Counsel (opposing attorneys)
  • Expert witnesses
  • Judges with court affiliations
  • Builders & contractors
  • Firm staff & team members
  • Smart autocomplete across all people types

🔐 Auth & Security

  • Remember Me (30-day session)
  • Standard sessions (8-hour)
  • JWT-based auth cookies
  • Password show/hide toggle
  • Role-based access (admin vs user)
  • O365 OAuth per user (scoped)

🔔 Notifications

  • Type-coded: deadlines, court, tasks, mentions
  • Time-ago display (2h ago, 3d ago)
  • Unread indicator with orange accent
  • Hover-to-dismiss
  • Real-time bell in sidebar

⚙️ Settings & Admin

  • O365 connect / disconnect per user
  • AI voice & speed preferences
  • Email signature management
  • Path handler installer (one-click)
  • Admin panel for firm-wide settings
  • User management

🏠 Dashboard

  • My Cases widget (active only)
  • Quick-add: Case, Task, Meeting
  • Upcoming court dates
  • Overdue tasks at a glance
  • Recent activity feed

🗄️ Egnyte Integration

  • OAuth connect per user
  • Full folder browser inside CRM
  • Link any file to any case
  • AI document analysis on demand
  • Cache-first: 1 AI call per doc, forever
  • Attribution: who analyzed, when
  • Case summary reads all linked docs
  • Delta detection — only re-runs on new files
  • Webhook auto-analysis on new uploads
  • Cross-case search across all documents

📞 Integrations

  • Microsoft 365 (email, calendar, contacts)
  • RingCentral (click-to-call)
  • Egnyte (full OAuth + API)
  • Network / mapped drives (File Bridge)
  • OpenAI / Anthropic AI models
  • OpenRouter (multi-model fallback)

🏗️ Technical

  • React + Vite frontend
  • Node.js / Express backend
  • PostgreSQL database
  • Docker containerized deployment
  • Self-hosted — your data stays yours
  • Custom subdomain + SSL
Get Started

Ready to see it in your firm?

We build custom AI CRM systems for law firms. Every deployment is tailored to your practice area, your workflows, and your existing tools.

Request a Demo → Get in Touch