Advottic for firms. In-house. Counsel.
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.
Northwind Materials v. departed engineer
Client intake without the email ping-pong.
Send a branded intake link. The client uploads their documents, captures the timeline in their words, and you watch the matter populate in real time. By the time you take their call, you have already read the file.
- Branded form
- Your domain, your colors.
- Auto-populated
- Case metadata filled from the client's answers.
- Isolated
- The client never sees other matters.
Advottic Review reads the file in thirty 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.
Read in 30 seconds
Counsel, paralegal, client. One room.
Your team adds exhibits and notes. The client adds documents through their scoped view. Pull in signing partners, co-counsel, or opposing counsel for a limited review, time-limited, audited, revocable in one click.
- Role-scoped
- Counsel, paralegal, client and co-counsel each see what their role grants.
- Presence
- Who is in the room, and an activity log of what changed.
- Revocable
- Guest access ends the moment you end it.
Sign engagement letters, retainers and releases without leaving the vault.
Documents are signed inside the encrypted portal and never sit in a third-party signing tool. Consent is captured before the pad opens, the mark lands on the real signature line, and every event chains to the one before it.
Walk into the deposition with one packet.
When hearing day arrives, export a signed PDF packet with the 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.
- Court-ready
- Narrative first, exhibits lettered, a visible timeline of events.
- Shareable
- A key-gated link that expires, with a log of who opened it.
- Yours
- Bulk PDF and JSON export at any time.
What kind of team are you?
The capabilities that matter, sized to your work.
Pick the sector that fits and the list re-orders. The kernel is the same for everyone; the call-outs change based on who is buying.
- Branded client intake. Top fit
- 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.
- 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. Top fit
- 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. Top fit
- Per-seat or per-matter, scoped to your firm size and practice area. Once we agree, billing runs on auto-cadence (monthly, quarterly, annual).
Case law you can actually cite.
Legal review reads the matter and lays out each claim in full. Every case it surfaces is checked against CourtListener first, so nothing unverified ever reaches your brief.
- Claim by claim
- Elements, statutes and recommended actions for each.
- Verified first
- Every citation checked against CourtListener before it appears.
- Dropped, never shown
- An unverified cite does not reach the page.
Misappropriation of trade secrets
Elements
A trade secret, reasonable measures to keep it secret, and acquisition by improper means.
Cite, verified
Electro-Craft Corp. v. Controlled Motion, Inc., 332 N.W.2d 890 (Minn. 1983).
Dropped
Unverified citations never reach the page.
Seven tools your firm pays for separately today, inside one workspace.
No signing add-on, no scheduling seat, no separate AI subscription, no trust-accounting plugin. Every line below lives inside the same encrypted vault, under the same audit log, scoped to the same matter.
| E-signature | Engagement letters, retainers and releases signed inside the vault. | included |
|---|---|---|
| Meetings | Microsoft Teams and Zoom, wired into every matter. | included |
| Drafting | Bella drafts, files and reconciles from the same tools you would use yourself. | included |
| Team chat | A channel-shaped workspace, scoped to your firm and your matters. | included |
| Trust accounting | Three-way reconciliation, no spreadsheet. | included |
| Audit | Every write, sign and export, hash-chained. | included |
| Discovery | Bulk review with privilege flags. | included |
Built for firms whose reputation depends on the file being right.
- Encryption
- AES-256 at rest, TLS 1.3 in transit. Storage in the United States.
- Identity
- SSO via Microsoft Entra and Google Workspace. No new password, no rogue accounts.
- Signing
- In-portal document signing. Documents never leave the portal.
- Audit
- An append-only event log. Every write, sign and export, hash-chained.
- Privilege
- Built for attorney-client privilege: scoped rooms, audited access, no advertising on your data.
See your firm running on Advottic, today.
Tell us the size of the team and the practice areas. We reply with a written proposal and a workspace you can try with your own matters.