Branded client intake
Your firm name, your colors, your domain. The client never sees Advottic until they're already deep in their file. Replaces Typeform / Tally / a fillable PDF.
Advottic for Firms
Stop hunting for the
right version of the file.
Every matter, one room. Every exhibit, one source of truth. Every attorney, paralegal, and client on the same page. Sign documents inside the vault. Hand the audit log to opposing counsel without flinching.
Custom pricing, written agreement SSO included White-label client surface
- Per matter
- One room
- Encryption
- AES-256
- Pricing
- Custom
role-scoped, audited
at rest + TLS in transit
scoped to your firm
Firm dashboard - live
42 matters openCivil
Apartment lease - 2026
12 exhibitshearing in 5d
Commercial
Vendor dispute - Acme
27 exhibitshearing in 11d
Labor
Employment matter
8 exhibitshearing in 3d
Probate
Estate of W. - probate
31 exhibitshearing in 18d
Documents signed
17
in the vault, this week
Audit log
All
read/write events captured
What kind of team are you?
The capabilities that matter, sized to your work.
Pick the sector that fits and the feature list re-orders. The kernel is the same for everyone; the call-outs change based on who's buying.
Per-matter rooms with role scoping
Counsel, paralegal, client, co-counsel - each role sees what their permissions grant. No more "wrong client folder" mistakes.
Invite collaborators
Pull in signing partners, opposing counsel for limited review, the client. Time-limited, audited, revocable in one click.
In-portal document signing
Engagement letters, retainers, releases - signed inside the encrypted vault. Documents never leave the portal, never sit in a third-party signing tool.
Advottic Review for case triage
Read a freshly-intaked matter in 30 seconds. Surfaces the issues, calls out evidentiary gaps, drafts the question list for your client call.
Custom pricing, written agreement
Per-seat or per-matter, scoped to your firm size and practice area. Once we agree, billing runs on auto-cadence (monthly, quarterly, annual).
A day at the firm
From intake to packet, one quiet thread.
- 01
Intake
Client intake without the email ping-pong.
Send a branded intake link. The client uploads their docs, captures the timeline in their words, and you watch the matter populate in real time. By the time you take their call, you've already read the file.
- Branded form. Your domain, your colors.
- Auto-populated case metadata
- Client never sees other matters
- 02
Triage
Advottic Review reads the file in 30 seconds.
Run Review on a freshly-intaked matter. It returns the issues it spotted, the evidentiary gaps, the relevant statutes for the jurisdiction, and the questions worth asking the client. Hourly time goes to judgement, not skimming.
- Jurisdiction-aware issue spotting
- Gap analysis: what evidence is missing
- Question list ready for the client call
- 03
Collaborate
Counsel, paralegal, client - one room. With signing.
Your team adds exhibits and notes. The client adds documents through their scoped view. Sign the engagement letter, the retainer, the release, all inside the vault - the file never leaves the encrypted portal. Every action is audited.
- Role-scoped views (counsel / paralegal / client)
- In-portal document signing - never leaves the vault
- Real-time presence + activity log
- 04
Deliver
Walk into the deposition with one packet.
When hearing day arrives, export a signed PDF packet with case summary, numbered exhibits, and the question list. Hand it to the printer or upload it to e-filing. Or share a read-only link with opposing counsel that expires.
- Signed PDF, branded with firm letterhead
- Auto-numbered exhibits with metadata
- Time-limited share links + audit
What ships in the box
Seven tools your firm pays separately for today, included inside one workspace.
No DocuSign add-on, no Calendly seat, no separate AI subscription, no trust-accounting plugin. Every workflow below lives inside the same encrypted vault, under the same audit log, scoped to the same matter.
In-portal document signing
Sign engagement letters, retainers, and releases without leaving the vault.
Every signature event is hash-chained into a tamper-evident audit ledger. Documents never leave the encrypted portal, never sit in a third-party signing tool, and never expose privileged content to a vendor outside your DPA.
- Drag-to-place signature, initials, and date fields
- Recipient routing (signer, approver, witness, CC)
- Cryptographic chain over every event - exportable for opposing counsel
- No per-envelope fees, no DocuSign seat math
Counsel Solo and above
Engagement letter
Apartment lease - Sandoval v. 9th & Cedar LLC
Recipients
M. Sandoval
Client
Today, 9:14 AM
Counsel of record
Witness
Today, 9:21 AM
Co-counsel - Patel
Approver
Sent 12 min ago
Audit chain · sha-256
#142 9b3c8a14...e07f
#141 f1d203b6...4a2c
#140 06ae9c41...7882
Every signature, view, and download is linked to the previous event by hash. Break one link and the chain visibly breaks for opposing counsel.
Calendar + meetings
Microsoft Teams and Zoom, wired into every matter.
Connect the firm's Microsoft 365 tenant and Zoom workspace once at the admin level. From that moment, every matter room can schedule a Teams meeting or generate a Zoom link inline, with the calendar event landing on the right attorney's Outlook or Google calendar - no copy-paste.
- OAuth via Microsoft Entra (Outlook + Teams via Graph) and Zoom Marketplace
- Tokens AES-GCM encrypted at rest; firm owners + admins are the only roles that can revoke
- Meeting links flow into the matter timeline alongside exhibits, notes, and signatures
- Per-firm revocation: a leaving attorney loses meeting access the moment they leave the AD group
Counsel Small Firm and above
Connected providers
firm.advottic.com / integrations
Microsoft 365
OKOutlook calendar · Teams meeting
User.Read · Calendars.ReadWrite · offline_access
Connected as admin@firm.com
Zoom
OKmeeting:write · meeting:read
user:read · meeting:write · meeting:read
Connected as billing@firm.com
Tomorrow on the firm calendar
Tue, 9:00 - 5:00- 09:30Teams
Sandoval intake call
Apartment lease - 2026
- 11:00Zoom
Co-counsel sync · Patel & Co
Vendor dispute - Acme
- 14:30Teams
Client signature walkthrough
Estate of W. - probate
Bella, the AI agent that takes action
Not a chatbot. A clerk that drafts, files, and reconciles.
Most legal-AI tools answer questions. Bella runs tools: she drafts the engagement letter, starts a time entry when she sees you working on a matter, runs a conflict check on a new intake, and pulls in CourtListener case law when the legal basis benefits from precedent. Every action is logged.
- Tools include create_matter_intake, run_conflict_check, draft_document, start_time_entry, send_engagement_letter, file_court_form
- Zero-retention configured on Anthropic Claude - your firm data is never used to train any external model
- Per-user token budget so a heavy week never produces a surprise invoice
- Every Bella action is timestamped in the audit log for Model Rule 1.6 compliance
Bella included at every Counsel tier
Bella
Working on Vendor dispute - Acme
Drafted the engagement letter from your firm template and queued it for signature. Conflict check came back clean against the last 3 years of matter history. Started a 0.4h time entry against intake review.
draft_document· engagement_letter_v3.docxrun_conflict_check· 0 hits / 3-year windowstart_time_entry· 0.4h · intake reviewsend_engagement_letter· queued for signature
context window: 1 matter · 12 exhibits · 4 messages · 1 court rule set
Team conversations
A Slack-shaped workspace, scoped to your firm and your matters.
Channels for firm-wide topics, group DMs for the team on a specific matter, and one-to-one DMs for sensitive back-and-forth. Messages, edits, and deletes propagate in roughly 100 milliseconds via Supabase Realtime WebSockets, with a 60-second heartbeat refetch as a safety net for flaky networks.
- Channels, group DMs, and 1:1 DMs - row-level security per channel membership
- Edit + soft-delete history, attachments (images, files, signed documents from the vault)
- Per-member last-read timestamp drives unread counts and inbox-style notifications
- No third-party chat vendor - messages live in the same Postgres + RLS as your matters
All Counsel tiers
# sandoval-v-9th-cedar
4 members · linked to matter MAT-104
CR
C. RiveraCounsel9:14 AM
Conflict check came back clean against the last 3 years. Drafted the engagement letter from our firm template; @Patel you're up next as approver.
JL
J. LiuParalegal9:18 AM
Uploaded the lease addendum to the vault. EX-012 · lease-addendum.pdf
B
BellaAI agent9:19 AM
Started a 0.4h time entry on this matter for intake review. Logged in audit chain #143.
MP
M. PatelCo-counsel9:21 AM
Signed. Good to go on our end.
IOLTA trust accounting
3-way reconciliation, no spreadsheet.
Daily reconciliation between bank, ledger, and matter sub-accounts. Negative-balance protection is enforced at the database, not just the UI - the row literally can't go red.
Reconciliation · Mar 2026
Balanced- Bank statement
- $184,602.18
- Trust ledger
- $184,602.18
- Sub-accounts sum
- $184,602.18
- Variance
- $0.00
Counsel Solo and above
Append-only audit log
Every read, write, sign, export.
A cryptographic chain over every event. Hand the JSON export to opposing counsel and the chain verifies in 30 seconds - or visibly breaks if a row was altered.
14:31:09M. Sandovalsign.engagement.letter
14:30:54admin@firmsend.engagement.letter
14:28:11Bellarun.conflict.check (0 hits)
14:27:02paralegal-7upload.exhibit (EX-012)
14:25:48admin@firmcreate.matter.intake
chain verified · sha-256 over 4,217 events
All Counsel tiers
Discovery review
AI-assisted bulk review with privilege flags.
Drop a 250-document production. Bella tags privilege candidates, surfaces high-priority items, and writes one-sentence summaries so first-pass review collapses from a day to an afternoon.
DOC-104
PRIVHigh
Email · 03/12
Counsel-client exchange re: settlement floor.
DOC-205
High
Memo · 04/01
Internal damages model with assumptions table.
DOC-318
Med
PDF · 05/09
Vendor invoice; references the disputed work order.
DOC-411
PRIVLow
Email · 05/11
Calendar invite with attached agenda.
Counsel Small Firm and above
Privilege, posture, peace of mind
Built for firms whose reputation depends on the file being right.
Encryption
AES-256 at rest, TLS 1.3 in transit
Every byte your client uploads is encrypted on disk. Every request between browser and server is protected. Storage runs on private VPCs in the United States.
Identity
SSO via Microsoft Entra + Google Workspace
No new password to manage, no rogue accounts. Roles map to AD groups so onboarding a new associate is one click in your existing IdP.
Signing
In-portal document signing
Engagement letters, retainers, releases - all signed inside the encrypted vault. Documents never leave the portal, never sit in third-party signing systems.
Audit
Append-only event log
Every read, write, share, sign, export, and login is logged with timestamp + actor. Exportable as JSON for your compliance team. Retention follows your firm policy.
Posture
Security controls built to the SOC 2 criteria
Our controls are designed against the SOC 2 Trust Services Criteria, with formal Type II attestation on our roadmap. Vendor due diligence and our current security documentation are available under NDA.
Privilege
Built for attorney-client privilege
No advertising trackers. No third-party analytics on case content. Client data is never used to train any external model. Full DPA + BAA on request.
The cost of staying with what you have
Three tools and a folder, or one workspace.
Most firms run intake on a form builder, exhibits in a Dropbox, signing in a separate tool, and chase versions in email. Every hand-off is a privilege risk. Every duplicated file is a billable hour you can't bill.
| Capability | Advottic | Stitched stack |
|---|---|---|
| One audited workspace per matter | ||
| Branded client intake (no Typeform / Tally) | ||
| AI-assisted issue spotting + gap analysis | ||
| In-portal document signing (vault never leaves) | ||
| Encrypted exhibit vault with retention rules | Sometimes | |
| Append-only audit log of every action | ||
| Microsoft Entra + Google SSO out of the box | Add-on | |
| Mobile + desktop + biometric sign-in | ||
| Bulk PDF + JSON export at any time | ||
| No third-party advertising / training on your data | ? |
A 20-minute walkthrough, then your call
See your firm running on Advottic, today.
Tell us a bit about your team and we'll set up a sandbox seeded with one of your real (de-identified) matters. After the demo you decide if it's worth a 30-day pilot. No commitment.
- Custom pricing in writing. We agree on a per-seat or per-matter rate scoped to your firm size and practice area.
- Auto-payment on the cadence you pick. Once we've agreed on a number, billing runs on its own schedule.
- Real reply within one business day. A human reads every inquiry. No CRM, no follow-up sequences.