Active Cases
14
3 hearing this month
Billed YTD
$214k
Up 31% vs last year
Pending Deadlines
6
Next: Jun 28
New Leads (30d)
9
7 converted to consult
Active Cases
View all 14 →
MD
Jul 14, 2026
Temp. Orders Hearing
Intake
Upcoming Hearings
JUL 14, 2026 — 9:00 AM
Temporary Orders Hearing · Courtroom 3
AUG 22, 2026 — 10:30 AM
Mediation Session · JAMS Houston
Document Checklist
✓
Intake form & retainer signed✓
Petition for conservatorship filed School records requested
Medical authorization obtained
Temporary orders draft
Billing
Retainer received$3,500
Billed to date$1,200
Retainer balance$2,300
RW
Jun 28, 2026
Discovery Deadline
Discovery
Upcoming Deadlines
JUN 28, 2026
Discovery response due · Auto-reminder sent
JUL 10, 2026
Asset disclosure deadline
Checklist
✓
Financial affidavit filed✓
Discovery requests sent✓
Property appraisal ordered Business valuation pending
Settlement proposal draft
Billing
Total billed$8,400
Collected$7,000
Outstanding$1,400
TP
Jun 30, 2026
Mediation Session 2
Mediation
Scheduled
JUN 30, 2026 — 2:00 PM
Mediation Session 2 · AAA Houston
Checklist
✓
Income verification complete✓
Mediation brief submitted Counter-proposal pending
Billing
Total billed$4,200
BalancePaid in full
Prospect Submission — Your Website — 2:14 PM
Filled out by the prospective client
Maria completed this herself. No staff involvement required to collect this information.
Maria
Delgado
Child Custody
Yes — 2 minor
Ramon Delgado
$100K – $500K
I'm going through a custody dispute after separating in Jan 2024. My husband is seeking primary custody but I have been the primary caregiver. We disagree on school and medical decisions.
Received today at 2:14 PM — no staff needed
AI Summary
Generated for attorney review
AI Generated
Client
Maria Delgado
Case Type
Custody (Contested)
Urgency
High — Pending Hearing
Asset Exposure
$100K – $500K
Children
2 minor children
Opposing Party
Unrepresented
Generated in 0s. Maria filled this out herself — you received a structured case summary without a single staff member involved.
Complete the form and click Generate
Document Drafting
AI drafts trained on your firm's materials
The system is trained on your firm's specific templates, past filings, and preferred language. The output reflects how you actually practice — not a generic form. We iterate on your materials before go-live.
Document Preview
For attorney review only
Select a document type and click Generate
ORIGINAL PETITION FOR CONSERVATORSHIP
IN THE DISTRICT COURT OF HARRIS COUNTY, TEXAS
247TH JUDICIAL DISTRICT
IN THE DISTRICT COURT OF HARRIS COUNTY, TEXAS
247TH JUDICIAL DISTRICT
IN THE MATTER OF THE PARENT-CHILD RELATIONSHIP OF
Maria Delgado, Petitioner, and Ramon Delgado, Respondent.
Maria Delgado, Petitioner, and Ramon Delgado, Respondent.
I. DISCOVERY LEVEL
Petitioner intends that discovery be conducted under Level 2 of the Texas Rules of Civil Procedure.
Petitioner intends that discovery be conducted under Level 2 of the Texas Rules of Civil Procedure.
II. PARTIES
Petitioner Maria Delgado resides in Harris County, Texas. Respondent Ramon Delgado resides in Harris County, Texas. The children who are the subject of this suit are minor children of the parties.
Petitioner Maria Delgado resides in Harris County, Texas. Respondent Ramon Delgado resides in Harris County, Texas. The children who are the subject of this suit are minor children of the parties.
III. JURISDICTION AND VENUE
This Court has jurisdiction over this matter pursuant to the Texas Family Code, Chapter 152. Venue is proper in Harris County, Texas, as the children have resided in this county for the six months preceding this petition.
This Court has jurisdiction over this matter pursuant to the Texas Family Code, Chapter 152. Venue is proper in Harris County, Texas, as the children have resided in this county for the six months preceding this petition.
IV. CONSERVATORSHIP
Petitioner requests that she be appointed Sole Managing Conservator of the children, or in the alternative, that the parties be appointed Joint Managing Conservators with Petitioner having the right to designate the primary residence of the children...
Petitioner requests that she be appointed Sole Managing Conservator of the children, or in the alternative, that the parties be appointed Joint Managing Conservators with Petitioner having the right to designate the primary residence of the children...
Draft generated in 0s. The system was trained on sample Texas family law filings for this demo. Before go-live, we train it on your firm's actual templates, past motions, and writing style.
Active Clients
Maria Delgado
Custody · Active
Robin Williams
Divorce · Discovery
Trisha Patel
Support · Mediation
Maria Delgado
CAUSE NO. 2025-FC-04821
AI answers routine questions instantly — legal advice escalates to attorney
Status updates, billing questions, and hearing reminders answered 24/7 without attorney or paralegal involvement. Anything requiring legal advice is flagged and routed to your attention automatically.
Court Deadline Automation
Upload any court document — deadlines extracted automatically
Upload Court Order or Notice
PDF, DOCX, or TIF accepted
Deadlines extracted in seconds
Deadlines extracted in seconds
Select File
Deadlines are added to your calendar automatically. 48-hour and 24-hour reminders fire without any manual setup. Client notifications go out at the same time.
Extracted Deadlines
3 found — added to calendar
Temporary Orders Hearing
Delgado v. Delgado · CAUSE 2025-FC-04821
JUL 14, 2026
✓ Calendar + reminder set
Discovery Response Due
Williams, Robin · CAUSE 2025-FC-02914
JUN 28, 2026
✓ 48hr reminder scheduled
Mediation Session 2
Patel, Trisha · CAUSE 2025-FC-00193
JUN 30, 2026
✓ Client notified
Extracted in 5 seconds. Zero manual calendar entry.
Inquiries (30d)
9
All received auto-response
Consultations Booked
7
78% conversion rate
Avg. Response Time
8s
Industry avg: 4.5 hrs
Recent Inquiries
David Nguyen — Divorce Inquiry
Jun 20, 11:42 PM · Website contact form · After hours
Auto-reply sent in 8 seconds · Consultation booked Jun 23
Booked
Priya Rajan — Custody Question
Jun 18 inquiry · No reply to initial outreach
Day 3 follow-up fired automatically · Awaiting response
Following Up
Missed call — unknown · 3:22 PM
Jun 19 · Voicemail left during court appearance
Auto-text sent: "We missed your call — reply here to get in touch"
Pending
Every inquiry — form, call, or missed call — receives an instant response. Follow-ups continue automatically until a consultation is booked. You never lose a case because you were in court.
Client Portal — What Maria sees on her phone
Delgado v. Delgado
Child Custody (Contested) · Harris County, Texas
Intake
Temp. Orders
Discovery
Mediation
Resolution
Next Hearing
24 days
Temporary Orders Hearing
Jul 14 · 9:00 AM · Courtroom 3
Retainer Balance
$2,300
Nothing currently due
$1,200 billed of $3,500 retainer
Case Message Channel
Delgado v. Delgado
Routine questions answered instantly
M
Maria Delgado
When is my next court date and what do I need to bring?
Today, 10:22 AM
Practice Assistant
Your Temporary Orders Hearing is scheduled for July 14 at 9:00 AM, Harris County Courthouse, Courtroom 3. Please bring a valid photo ID and arrive 15 minutes early. Your attorney will meet you in the lobby. A calendar reminder has been sent to your email.
Today, 10:22 AM — instant
M
Maria Delgado
What's my retainer balance?
Today, 11:05 AM
Practice Assistant
Your retainer balance is $2,300.00. Nothing is currently due — your retainer covers ongoing work through the Temporary Orders phase.
Today, 11:05 AM — instant
Why clients get this: Most clients call 2–3 times a week asking "what's happening with my case." This answers those questions automatically, 24/7. Clients feel informed. Attorneys get fewer interruptions.