agentplain

Built for small law firms and solo practitioners

Intelligence rooted in reality.

We lift up law firms and solo practitioners by doing the work that takes their time and money away from the people they serve.

agentplain REPLACES the intake-to-engagement bottleneck, INTEGRATES with Outlook, OneDrive, and DocuSign on day one, and AUGMENTS the partner's read on every client communication and every drafted pleading with attorney approval on every draft.

The intake-to-drafting skills, agents, and memory you'd otherwise have to build yourself

The fleet for the small law firm.

ROI multiplier

engagement-dependent (target 15×+)

Per seat

Quoted

Integrations planned

8

The short answer

What is agentplain for law firms?

agentplain for law firms is a managed AI service partnership for solo and small (2–5 attorney) firms. A service team installs a fleet that handles client intake, drafts engagement letters, runs conflict checks, chases documents, and applies a privilege-aware review pass to client communications and drafted pleadings — working inside Outlook, OneDrive, and DocuSign. The attorney reviews every client communication and filing; the fleet drafts and proposes but never sends or files on its own.

A day in the life

What the fleet drafts before you open the laptop.

One concrete example from a law firms practitioner's week — the scenario, what the practitioner does today, and what changes after the fleet lands.

Civil litigation matter. Discovery production due Friday — 4,200 documents to review and categorize.

Today

Three associates split the review, two days of doc-by-doc privilege and responsiveness coding, partner spot-checks the borderline calls, paralegal builds the privilege log. ~60 billable hours, of which maybe 8 are real judgment.

With agentplain

The fleet ran first-pass responsiveness + privilege coding against the matter's index, flagged 312 borderline calls, drafted the privilege log entries, and cross-referenced against the firm's prior-matter privilege index. Every borderline call cites the rule.

Outcome

Associates review the 312 borderline calls, partner spot-checks 30. Production ships Friday morning. The 60 hours becomes 14 — the 14 spent on actual judgment, not page-by-page coding.

Jobs to be done

The recurring work, role by role.

One row per recurring job the role does today. The right column is what the role does after agentplain lands — the agent drafts; the human still owns the customer-facing decision.

Managing partner / owner-attorney

JobWhenTodayWith agentplain
Know matter-state across the firmDailyStandup + practice-mgmt dashboardMatter view — every active matter with current bottleneck (doc / opposing counsel / court / billing)
Triage a privilege-sensitive client communicationReactive, urgentRead every outbound — slow, inconsistentCompliance agent (activating after counsel review) flags privilege / work-product / ABA Model Rule 1.6 concerns; until then every draft is held for attorney approval before send
Approve a fee escalation or billing exceptionMonthlySpreadsheet of aged WIP + ARBilling agent drafts the milestone invoice + AR escalation; partner signs >60-day touches

Litigator / litigation associate

JobWhenTodayWith agentplain
Draft a pleading, motion, or discovery responseContinuous through every active matterTemplate + manual customization against jurisdiction local rulesDrafting agent generates the first draft with the matter facts inserted + local-rule citations attached; attorney reviews and revises
Coordinate with opposing counsel on scheduling + discoveryContinuousEmail chains + phone tagOC-coordination agent drafts the meet-and-confer correspondence, drafts the scheduling-order positions, logs the agreed-upon dates to the matter calendar
Run discovery review on opposing productionDiscovery phaseDoc-by-doc review + privilege-tag spreadsheetReview agent runs first-pass responsiveness + privilege tagging, drafts the privilege log entries citing the rule basis; litigator reviews the borderline calls
Update the client on matter statusPer scheduled cadence + court-event-drivenReactive — client calls youStatus agent drafts the update on every matter-state change; attorney signs and sends

Transactional attorney

JobWhenTodayWith agentplain
Draft a contract from a term sheet or playbookPer-deal, ongoingOpen the firm precedent, customize against the deal terms, redline by handDrafting agent generates the first-pass draft from the firm precedent applying the deal terms, surfaces the playbook-exception clauses for attorney decision
Redline a counterparty draft against playbook positionsPer-deal turnRead line-by-line, mark up Word, escalate edge cases to partnerRedline agent runs a first-pass review citing the firm-playbook position for each deviation; attorney reviews the substantive points
Run an intake conflict check + engagement letterDay 1 of every new matterManual conflict search + template mergeOnboarding agent runs the conflict check, drafts the engagement letter scoped to deal type + fee structure
Coordinate the closing checklistPre-closing, per-dealSpreadsheet of conditions precedent + email remindersClosing agent drafts the checklist scoped to the deal type, runs the document-chase cadence, surfaces stuck items to the attorney

Paralegal / case manager

JobWhenTodayWith agentplain
Build a document checklist for a new matterDay 1Practice-mgmt template, customize by handOnboarding agent drafts the checklist scoped to matter type + jurisdiction
Chase clients + opposing counsel for documentsContinuousPhone tag + emailDoc-chase agent runs the cadence per channel; paralegal escalates only when stuck
Prep court filings against jurisdictional rulesPer-filingHand-checked against local rulesFiling agent drafts the package against local rules; paralegal reviews exceptions

ROI math

The arithmetic. Audit it.

Illustrative inputs, real math — the headline is the multiplier; the row below shows the arithmetic. If your shop's inputs differ, the same template runs against your numbers in the first month's outcome report.

Headline multiplier

engagement-dependent (target 15×+)

Illustrative; your numbers will vary with the hours you reclaim.

Subscription cost
Max tier · quote-based engagement (privilege-aware depth, ABA Model Rule 1.6 compliance corpus, multi-jurisdiction packs, dedicated team)
Value delivered
$150,000 / yr in attorney-hour reclamation at a 3-attorney firm
The math
3 attorneys × ~10 hours/week each on drafting + status + chase work × $250/hr billable opportunity cost × 50 weeks = $375k/yr opportunity. Capture even 40% with the fleet → $150k/yr returned. A 25-attorney firm capturing 75% of $3.125M opportunity returns past $2.3M/yr. Max engagements are scoped per firm — privilege-aware compliance, ABA Model Rule 1.6 review, multi-state filing packs, and dedicated success management drive the price. Talk to a service partner to scope; the Partner ladder ($299→$199 per seat) is the floor the quote starts from before service-intensity overlay. Capability builds we don't have yet (e.g., a custom court e-filing skill) live on /custom in addition to Max.

The downside it removes

The other half of ROI: the violation that never sends.

Hours reclaimed is only one side of the math. The other side is the regulatory exposure a draft-then-approve loop takes off the table — the part an auto-execution tool structurally cannot promise to dodge.

Client communications are bound by the ABA Model Rules — Rule 1.6 on confidentiality and Rule 7.1 on false or misleading statements about a lawyer's services. There's no fixed civil fine, but the exposure is heavier than one: disciplinary action up to disbarment, plus legal-malpractice liability that follows a single privileged detail sent to the wrong recipient. A tool that auto-sends can breach privilege or misstate in one message; agentplain drafts and an attorney reviews and approves every client-facing draft before it sends, so a privilege breach or misleading line never leaves the firm. That avoided exposure is the part of ROI no hours-saved multiplier can show — and no auto-execution tool can promise.

What agentplain does, and doesn't

Replace. Integrate. Augment.

The fleet replaces some work, integrates with the rest of your stack, and augments the work that has to stay human. Every entry below is a specific commitment — no marketing fog.

Replace

Work the fleet takes off your desk entirely.

  • Manual conflict-check + engagement-letter drafting on new matters
  • Reactive client status updates — replaced by matter-state-triggered drafts
  • Hand-checked filing prep against local rules — replaced by drafted packages
  • Spreadsheet aged-WIP review — replaced by drafted milestone invoices and AR escalations

Integrate

Customer-system tools agentplain reads from and writes to.

  • Outlook (per-attorney OAuth — email + calendar)
  • OneDrive (document substrate for matter files)
  • DocuSign (engagement-letter + retainer signatures)

Augment

Work the human still owns — the agent drafts, you decide.

  • Partner review on every privilege-sensitive draft — ABA Model Rule 1.6 + 1.7 + 1.18 awareness
  • Conflict-check audit trail — drafts cite the firm's prior-matter index
  • Local-rule compliance — every filing draft cites the rule number
  • Billing narrative — drafted in the firm's voice with matter context attached

Pricing

Max · quote-based engagement

Quote-based engagement. High-intensity, multi-state, white-label, or dedicated team.

What Max covers

  • High-intensity service for regulated verticals
  • Multi-state ops or multi-jurisdiction compliance corpus
  • White-label or dedicated team
  • Bespoke compliance review beyond standard skills

How Max works

We scope the engagement together — service intensity, integration depth, dedicated team — and quote month-to-month or annual. Max is service intensity at standard skill scope; for capability builds we don't have yet, /custom is the right path.

Talk to a service partner →

Integrations

What's live, what's ready, and what's coming.

Live means the connect path is open and your service partner reads, categorizes, coordinates, schedules, and drafts on your real system. Ready means the adapter is built and tested behind the port — going live takes a connected credential, not new code. Planned means committed-with-window, not vaporware.

Live

Email + calendar

Outlook + M365 Graph

Planned · Q1 2027

Practice mgmt

Clio Manage

Practice mgmt

MyCase

Practice mgmt

Smokeball

Practice mgmt

PracticePanther

Document management

NetDocuments

Document management

iManage Work

Legal research

Westlaw + Lexis

Court

Court e-filing portals

Sync-diff alone is a subtest. Integration-acceptance means the agent completes the full functional value loop — read, categorize, coordinate, schedule, draft — end-to-end on a real customer system.

Questions worth asking

agentplain for law firms — the honest version.

How does agentplain protect privilege and handle conflicts?

Within the augment model. The fleet drafts client communications and pleadings with a privilege-aware review pass, runs conflict checks at intake, and surfaces what needs attention for the attorney — it doesn't make the legal determination or send anything. The attorney reviews everything, and liability for licensed work stays with your firm.

Is agentplain a replacement for my practice-management software?

No. agentplain works inside the Outlook, OneDrive, and DocuSign you already run and replaces the manual work between them — intake, engagement letters, conflict checks, document chase, milestone billing. It isn't a practice-management system, and there's nothing to migrate.

How much does agentplain cost for a law firm?

Law firms are recommended at the Max tier — an ad-hoc service partnership quoted to your engagement and sold sales-led rather than by self-checkout, because the stakes per draft warrant a named partner and a weekly cadence. Every agentplain tier is month-to-month with the first month free; Max is quoted to scope.

Does the fleet send communications or file pleadings on its own?

No. Every draft — an intake reply, an engagement letter, a pleading — lands in your approval queue as a pending item. The fleet drafts and proposes; you approve, send, and file from inside your own systems. It never auto-sends, files, moves money, or makes commitments on your behalf.

Let's scope it

Run your law firms practice on the fleet.

Quoted to your engagement — month-to-month or annual, no surprise charges. The fleet drafts; you decide what ships. Talk to us and we'll scope it with you.