I build the software that does your firm’s paperwork.
Intake, document drafting, requests and follow-ups, and reporting, connected to the systems you already use, so skilled people can get back to skilled work.
I learned how inside a large regional law firm, where I ran growth and led the team that built its in-house software.
requests sent automatically in four months
production services built for one firm
provinces of rules, forms and offices covered
a month in advertising managed, so I know what a client costs to win
An automated records desk for a large regional law firm
- The problem
- Staff at a firm operating in four provinces were preparing thousands of records requests to hospitals, clinics, insurers and government offices by hand. Whether a follow-up went out depended on someone remembering, and more clients meant hiring more assistants.
- What we built
- A system connected to the firm’s case-management software. It reads plain-language requests, matches them against a directory of 30,000 contacts, assembles the right forms with signatures, sends them, tracks replies, and follows up automatically with escalating letters.
- The result
- Follow-ups send themselves, and the system alerts the team when something needs a person.
Built with a second developer as part of a 29-service platform designed to replace the firm’s case-management software.
Tools that do the preparation, so your people can make the decisions
Requests and follow-ups that run themselves
Type a request in plain language. The system picks the right recipient, forms and signatures, sends it by email, fax or mail, then follows up on its own until the answer arrives.
AI document review you can check
AI reads long files such as records, contracts and statements and drafts summaries and timelines. Every line links back to the page it came from.
Documents drafted from your data
Letters, forms, filings and reports in your house style, ready for a professional to review and sign.
Systems that talk to each other
Practice management, accounting, Microsoft 365, Teams, phone and fax, connected instead of re-typed. Outgrown a vendor? I’ll get your data out and build what’s missing.
You’ll recognize these
- Your staff re-type the same information into three different systems
- Chasing documents from third parties is someone’s full-time job
- Taking on more work means hiring another assistant
Practical, honest, built to last
- Find the bottleneckA short conversation about where your team loses the most time, and an honest answer on whether software will fix it.
- Build around what you haveNo new platform to adopt. I connect to the systems you already pay for.
- Run it like productionTested before every release and monitored, with alerts when something needs attention.
Business side first, then the code
As Director of Growth at a large Atlantic Canadian law firm, I ran about $600K a month in advertising and led a seven-person team across growth and technology. That’s why the software I build starts from how a firm actually makes money, not from a list of features.
I trained as a journalist at Carleton, which is mostly why I start every project by asking a lot of questions.