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Rosebud SolutionsVIIBy Industry · Family Law & Consumer Legal Practices

We don't replace your judgment. We replace the admin around it.

Intake. Deadlines. Document chase. Status updates. Billing. Handled by a system we build around your firm. No drafting. No advice. No conflict checks.

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InputsOutput
Inquiry channels
Calls and forms
Conflict inputs
Matter, opposing party, jurisdiction
PMS sync
Clio, MyCase, PracticePanther
Rosebud
Intake captured
What happens to the intake call that hits voicemail?
Answered in seconds, with matter type, opposing party and jurisdiction captured for your conflict-check review. Once you accept the matter, the engagement letter goes out and the retainer is tracked. The acceptance stays yours.
< 60s response to every new inquiry

IIEvery deployment includes

One system. All seven roles.

Built around your firm. One setup. One monthly figure. No per-seat pricing. Live in 5 weeks.

Built around the matters you handle, the courts you practice in, and the systems you already run — Clio, MyCase, PracticePanther, Smokeball, CosmoLex, Filevine.

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  1. IClient Intake Engine

    Every inquiry answered in under 60 seconds. Matter type, opposing party, jurisdiction — captured for your conflict-check review.

  2. IIQualification & Engagement Workflow

    Matter details prepared for your attorney's acceptance decision. Once accepted, engagement letter delivered, signature chased, retainer tracked. Acceptance always stays with the attorney.

  3. IIIDocument Collection & Records-Request Tracking

    Two pipelines, one system. Client documents collected through a structured portal. Third-party records tracked from request through receipt. What's outstanding, who needs a follow-up — all in one view.

  4. IVCalendar, Deadline & Scheduling Coordination

    Every deadline computed off triggers. Reminders fired automatically. Depositions, mediations, and expert scheduling coordinated across opposing counsel, court reporters, and outside parties.

  5. VStatus Updates & Client Communication

    Factual updates only — document filed, hearing scheduled, deadline approaching. Strictly procedural; never interpretive. Substantive questions route to the attorney.

  6. VIDocument Assembly from Templates

    Routine administrative documents from intake data — engagement letters, scheduling letters, certificates of service, standard correspondence. Anything substantive — petitions, motions, pleadings — stays with the attorney.

  7. VIITime Capture, Billing & Payment Recovery

    Time captured in real time, not reconstructed at month-end. Invoices generate on schedule. Payment chased automatically. Recovered billing typically pays the retainer two or three times over.

You own every system we build. No lock-in. Cancel any time.

Pricing shared on the demo call — scoped to your matter volume and firm size.

II·BWhere the line is

What stays with you.

  • Legal drafting — petitions, motions, pleadings, settlement positions. Yours.
  • Conflict checks — we capture inputs. You run the check.
  • Legal advice — every client conversation is procedural only. Legal questions route to you.
  • Court filing — we prepare. You file.
  • Discovery review — we organise. You review.
  • Emotional counsel — we handle admin. You handle clients.

This isn't a limitation. It's the reason the system is safe to deploy in a regulated practice.

Build the future with AI

The road to running without you.

01 / 03

Week One

Map your operation.

A 30-minute call to identify exactly where your business leaks time. No prep needed. We leave with a clear blueprint of what to automate first.

VIFAQs

The questions we get on every demo call.

Intake, Engagement & Conflict Checks

Deadlines, Documents, Records & Scheduling

Billing, Compliance & Operations

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