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AGENTIC INTELLIGENCE OS — AIOS

Where legal operations become intelligent.

One connected operating layer for the work traditional practice management leaves behind — matters, money, communication, growth, and the client — pursued by agents, governed by your firm.

01 — WHAT AGENTIC MEANS

An agent is judged by what it finishes.

A chat box answers and stops. An agent takes a goal — watch this deadline, triage this intake, chase this invoice — and pursues it across steps until it's done or a human needs to decide. That's not a feature you bolt onto a database. It's an architecture, and CaseWeave was built on it from the first line.

01 Pursues goals across steps — not one-off answers
02 Runs unprompted — overnight, between hearings
03 Budgeted & fail-closed — spend caps built in
04 Every turn logged — auditable end to end
05 Nothing files, sends, or advises without a human
02 — THE FLOW

Everything the case produces, organized on its way to your team.

Texts, email, photos, court documents, financial records, journals and day logs, calendar events — CaseWeave sits in the middle as the agentic layer: every item read, classified, dated, summarized, and routed. What reaches your team is the work it already does — intake, docketing, research, drafting, billing — arriving already worked, waiting on its judgment.

03 — THE SUITE

Everything the work touches, on one operating layer.

01

Matters & evidence

Read, dated, hashed, and woven into one record — chain of custody as architecture, not paperwork.

02

Financial automation

Time, invoicing, receivables, trust & IOLTA with three-way reconciliation — kept to the bar rules, followed up by agents.

03

Private communications

Mail and messaging built in-house, private by architecture — attorney–client conversations never touch a third-party inbox. Privacy isn't the rule anymore; we built for the exception.

04

Marketing & SEO · AEO

The firm's visibility handled by agents and reviewed by you — found in search, cited by answer engines.

05

The client platform

Capture, timeline, day log, tone checker — real tools for the person going through it, woven into the same case the firm works. For clients →

06

Quill — drafting & redlining

Draft, edit, and redline documents inside the platform — versions preserved, every change attributed, agents preparing first passes for attorney sign-off. No round-trips through outside software. Quill →

A GLIMPSE — THE FULL PLATFORM IS SHOWN LIVE

Watch it run a firm.

Thirty minutes, your workflows, live on the operating system. No slideware.

CASEWEAVE · CONCIERGE
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