PraticaDesk
Documents in. A source-linked, attorney-reviewable analysis out.
PraticaDesk turns the records a firm already has — pay stubs, timecards, repair orders — into organized, attorney-reviewable analysis with every number linked to its source. Two systems today: Wage Review for employment firms and AI Intake for lemon-law firms.
AI reads the documents. Tested rules do the math. Attorneys make the legal decisions.
Every number traceable to its source · Human verification before anything is final · No client data trains AI · Confidentiality terms before any file transfer
Two systems. One pattern.
Documents in. A source-linked, attorney-reviewable analysis out. An attorney deciding what happens next.
AI assists. Attorneys decide. Every output stays preliminary until a person reviews it.
Running a firm generates more admin than anyone can track.
None of this is a single big problem. It's dozens of small ones, scattered across every tool a firm already uses — and they all land on the attorney.
The inbox never empties
Matter updates, client questions, and opposing counsel all land in the same queue — with no signal for what actually needs a decision today.
Deadlines hide in attachments
Scheduling orders and engagement letters bury dates that never make it onto a calendar until someone goes looking for them.
Clients are left waiting
A day of silence reads as neglect, even when the matter is moving. No one has time to check in on everything that's gone quiet.
Admin crowds out billable work
Status chasing, re-reading threads, and rebuilding context cost hours that never show up on an invoice.
One platform, three modules.
PraticaDesk sits on top of the tools your firm already runs — reading, never acting — until an attorney says otherwise. The same evidence-backed, attorney-approved foundation underneath each module.
From a box of records to a reviewable analysis.
California employment records go in; a source-linked wage-and-hour review comes out — organized, verified, and calculated before the attorney opens the matter.
Upload
Pay stubs, timecards and payroll records — whatever the firm has.
Read & classify
Documents are read and sorted by type, period and employee.
Verify
Low-confidence or conflicting fields become exceptions for staff to confirm.
Calculate
Tested rules run the wage-and-hour math on verified figures only.
Review packet
A source-linked packet lands ready for the attorney to open.
overtime_hours
Pay period 12 · read from timecard scan
Sample data shown is fictional. Nothing unverified reaches a calculation.
The pilot
Five closed matters. Known answers. Try to break it.
Bring five matters you have already resolved. We run them through Wage Review and you compare the output against what you already know to be true.
- Fixed-fee pilot
- Scope agreed in advance, credited in full toward production
- Target
- Four weeks from files, terms and payment received
Repair orders in. An attorney-ready qualification summary out.
What a lead arrives with
- A qualification assessment against your firm's own screening criteria
- Repair-attempt and days-out-of-service counts, each entry linked to the repair order it came from
- Procedural deadlines surfaced from the documents
- A document checklist showing exactly what's still missing
- An attorney-ready summary your intake team can act on
Every output is preliminary until a person reviews it.
The Daily Brief for every attorney.
One prioritized view of the day — calendar, inbox, and matters — reduced to what actually needs a decision, with the evidence attached.
Good morning, Elena
Thu · 18 Jun · 7:00 AM
Nothing here is acted on automatically. Every item links to its source.
Client waiting · Nomad Robotics
Daniel Osei · term-sheet question
- —Inbound Tue, no reply detected
- —Matter marked high priority
Possible deadline · Vertex Labs
Discovery responses · Fri 26 Jun
- —Date parsed from scheduling order
- —Unconfirmed — needs your review
Priority email · Sterling Freight
Opposing counsel · confirm dates
- —Direct question detected
- —Reply expected before 9:00 prep
Stale matter · Ramirez
No activity in 21 days
- —Last activity 28 May · still active
- —Threshold is 14 days
Assembled overnight
The brief is compiled while the firm sleeps and is ready before the first coffee.
Always sourced
Every item links back to the exact email, matter, or scheduling order it came from.
Never sent without you
The brief is a recommendation, not an action. Nothing goes out until an attorney approves it.
Everything an attorney needs to see first — and nothing they don't.
PraticaDesk works across your existing stack and surfaces only what actually needs attention today, with the reasoning attached.
Daily prioritization
One prioritized view each morning — today's calendar, the emails that need a decision, the clients waiting, the deadlines hiding in attachments.
— Inbound Tuesday, no reply detected
— Matter marked high priority
You approve everything
PraticaDesk recommends; it never acts. Nothing is sent, filed, or changed without an attorney's explicit approval.
Inbox intelligence
Decisions separated from noise. It ranks by matter, relationship, and how long something has waited — and explains the ranking.
Calendar & deadlines
Events tied back to their matters, prep-worthy hearings flagged, and possible deadlines surfaced for your review before they slip.
Grounded in sources
Every recommendation carries a source trail and a one-tap link back to the exact thread or document. Never a black box.
Runs while you sleep
The brief is assembled overnight and ready before you arrive. You read; you never wait on the machine.
Built for privilege.
A tool that touches privileged communication has to earn its access. Confidentiality is a design constraint in PraticaDesk, not a setting.
The line we won't cross
No client data is ever used to train AI models.
Your matters never become someone else's training set. Full stop.
Read-only where possible
Toward the firm systems it connects to — inbox, calendar, practice tools — it reads and never alters. Uploaded matter documents are received, not written back.
Encrypted storage
Data encrypted in transit and at rest. Tokens isolated in a secrets manager.
Append-only audit log
Every read and action recorded with actor, scope, and timestamp.
Human approval
The attorney authorizes every action. The AI advises; it never decides.
Least privilege
The narrowest access that works — and nothing beyond it.
Data minimization
Morning Brief: metadata is stored; message bodies are processed transiently, never retained.
Document retention
Wage Review: matter documents are stored encrypted for the duration of the engagement, with defined retention and deletion terms agreed in writing before any file transfer. Every access is logged.
Works with what you already use.
No rip-and-replace. No migration. PraticaDesk sits alongside your existing systems and reads from them — you keep working exactly as you do now.
Product integrations today: Google Workspace · Notion · Claude.
On the product roadmap: Clio · MyCase · Microsoft 365.
Clio, MyCase, and Filevine work is available now as custom fixed-price builds — see Services.
Email on Google Workspace · a Notion workspace your firm owns · one 10-minute grant from your Google admin, revocable anytime. Nothing installs on anyone's computer.
Designed around the professional duties your firm already carries — confidentiality, supervision, and technological competence. PraticaDesk gives you the written record and revocation controls to make that determination; it does not make the compliance call for you.
One tool today. More is planned.
The Morning Brief is live and Wage Review is in pilot today. The rest is planned — built on the same evidence-backed, attorney-approved foundation. No dates promised.
Wage Review
AvailableCalifornia employment records become a source-linked, attorney-reviewable wage-and-hour analysis.
Learn more →Morning Brief
Available — controlled rolloutOne evidence-backed brief every morning.
Document Intelligence
PlannedFind the right draft, and what changed.
AI Intake
Working prototypeA lead answers your firm's screening questions, uploads documents, and arrives conflict-checked — staff review every file before anything is accepted.
See the live demo →How we build each module.
Product engineering notes on what we're actually shipping — not customer testimonials. PraticaDesk is early; here's what's real today.
Morning Brief
One evidence-backed brief every morning.
The first PraticaDesk module: an overnight job that reads across a firm's calendar and inbox, then assembles a single prioritized, sourced brief — refined with practicing attorneys before wider release.
AI Intake
Structured intake, screened for attorney review.
A working prototype of the intake module, built in a consumer-protection context: a lead's answers are screened against rules the attorneys own, producing a qualification assessment, procedural deadlines, a document checklist, and an attorney-ready summary. Every output is preliminary until a person reviews it.
See the live demo →Built on infrastructure firms can trust.
Morning Brief runs on Google Cloud with Anthropic Claude; no client mail is stored. Wage Review processes and stores matter documents within our AWS environment in the United States. Each module's full subprocessor list is provided before any client data is transferred, and on request.
AI assists. Attorneys decide.
Let's see what a morning could look like at your firm.
A short conversation, on your terms — no commitment, no pitch deck.