AI systems built for law firms.
UnderOath.ai helps firms automate repetitive work, respond to clients faster, and build more efficient operations without replacing the people or software they already trust.
An operations partner, not another piece of software.
UnderOath.ai helps law firms eliminate operational bottlenecks through secure AI automation, streamlined workflows, and documented systems. We identify where work piles up, build the workflows that clear it, write the SOPs, and train the team to use everything confidently.
Less administrative work
Repetitive steps between an inquiry and a signed matter run on their own.
Faster client responses
Every inquiry gets a real reply in minutes, on Friday afternoons included.
Operations that hold
Documented workflows and SOPs so the firm does not depend on one person's memory.
Wherever your firm is, we're built for it.
A small number of bottlenecks account for most of the lost time.
Inquiries go unanswered
A missed call after five becomes a client who has already retained someone else.
Matter opening drags
Engagement letters, conflict checks and file setup wait on whoever has a free hour.
Clients chase the firm
Status questions arrive because nobody promised the client an update on a schedule.
Documents arrive late
Collection is a chain of reminder emails that somebody has to remember to send.
Knowledge leaves with people
The way things are done lives in one paralegal's head, not in a written procedure.
Billing slips
Time entry and payment reminders happen when there is time, which is rarely.
Four areas. Built in the order that pays back first.
Client intake and follow-up
Every inquiry is answered the same way, in minutes, whether or not someone is at the desk.
- Automated lead response
- Intake questionnaires
- Consultation scheduling
- Missed-call follow-up
- Lead qualification and routing
Internal operations
The steps between a signed engagement and the first substantive work, handled on their own.
- Matter-opening workflows
- Task and deadline creation
- Document collection
- Internal notifications
- Billing and payment reminders
AI assistants
Drafting and summarising support that works from the firm's own material, with a person on the last step.
- Internal firm knowledge assistant
- Case and document summarization
- Drafting support
- Email and client communication assistance
- Meeting transcription and action items
SOPs and implementation
Written procedure and hands-on training, so the systems keep working after we leave the room.
- Workflow audits
- Written and video SOPs
- Staff training
- Software integration
- Ongoing optimization and support
Nine programs for personal injury, family and other small-firm practices.
Intake qualification
Every inquiry is screened against the firm’s criteria before it reaches a desk.
Consultation booking
A qualified caller takes a time on the calendar without a round of phone tag.
Missed-call recovery
A call that rings out gets a text back within the minute, evenings and weekends included.
Follow-up on unconverted leads
Inquiries that never signed stay on a sequence instead of going cold in a spreadsheet.
Document collection
Requests, reminders and confirmations run on a schedule until the file is complete.
Case status updates
Clients hear where the matter stands on a set cadence, so they stop calling to ask.
Review requests
The ask goes out at the point the client is most satisfied, without anyone remembering to send it.
Referral partner outreach
Referring attorneys and past sources get a standing touchpoint rather than an occasional one.
Consultation reminders
Confirmation and reminders ahead of the appointment, so fewer consultations go unattended.
The audit is the start. The partnership is the work.
Automation that is installed and left alone stops matching how the firm works within a quarter. The AI Operations Partnership keeps the systems current: reviewed monthly, extended as the firm grows, documented as they change.
See what a partnership coversMonthly review
We look at what the workflows actually did last month and where they drifted.
Continuous build
New automations ship as the firm grows, not as a separate engagement.
SOP maintenance
Procedures are updated when the process changes, so documentation stays true.
Team support
Staff can ask questions and get changes made without opening a ticket queue.
A standing look at what shipped and what drifted.
Law firms, exclusively. No other verticals.
Anything that leaves the firm is sent by a person.
Five steps, starting with listening.
We start with a free AI Operations Audit. It is a standalone engagement — the firm keeps the map and the plan whether or not we build anything.
Start with a free audit-
01
Operations audit
We interview attorneys and staff and examine how inquiries, clients, documents and internal tasks actually move through the firm.
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02
Map and prioritise
You get a map of current workflows, the largest bottlenecks, recommended automations, security and human-review requirements, and a prioritised implementation plan with estimated time and cost savings.
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03
Build
Workflows go live one at a time, inside the software the firm already uses, each with a defined human checkpoint before anything reaches a client.
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04
Document and train
Written and video SOPs for every workflow, plus hands-on training so the team runs the systems without us in the room.
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05
Optimise
Regular review, new automations as the firm grows, and SOPs kept current as processes change.
Built for work that is privileged.
Automation in a law firm is only useful if it is defensible. Every workflow we build names what it can access, what it can send, and who signs off.
Confidentiality first
Client data stays inside the systems the firm already uses. We configure access; we do not relocate matters into our own tools.
A person on the last step
Anything that leaves the firm or touches legal judgement is drafted by the system and approved by a person before it goes out.
Written into the SOP
Every workflow ships with its review requirement documented, so the checkpoint survives staff turnover.
Where does firm data live?
Inside the practice management, document and email systems the firm already runs. We build workflows on top of those systems rather than moving matters into new ones.
What does the AI actually see?
Only what a given workflow needs. Access is scoped per workflow and documented in the SOP, so the firm can answer the question precisely if a client asks.
Can a client email go out automatically?
Only for the narrow, pre-approved categories the firm chooses — acknowledgements and scheduling confirmations. Substantive communication is always reviewed by a person.
What happens if we want to stop?
The workflows and the SOPs belong to the firm. Documentation is written so another provider, or the firm itself, can maintain them.
What firms ask before booking.
What does UnderOath.ai do?
UnderOath.ai builds AI systems for law firms: automated client intake and follow-up, internal workflow automation, AI assistants, and written SOPs — implemented inside the software the firm already uses. It works as an ongoing operations partner rather than selling a software product.
Who is UnderOath.ai for?
Law firms exclusively — from solo practices to mid-sized firms — anywhere in the United States. UnderOath.ai serves no other industry.
How much does the AI Operations Audit cost?
Nothing. The AI Operations Audit is free. It ends in a written plan — the firm's current workflows, its largest bottlenecks, recommended automations, review requirements, and estimated time and cost savings — and the firm keeps that plan whether or not anything is built afterwards.
What happens after the audit?
If the firm decides to build, workflows go live one at a time inside the software the firm already uses, each with a defined human checkpoint. Every workflow ships with written and video SOPs and hands-on training. After that, an ongoing partnership keeps the systems reviewed monthly, extended as the firm grows, and documented as they change. If the firm decides not to build, it simply keeps the audit's map and plan.
Is UnderOath.ai software or a consulting firm?
Neither a software subscription nor a one-off consultant. UnderOath.ai is an implementation partner: it audits the firm's operations, builds automations inside the practice management, email and document systems the firm already runs, writes the SOPs, trains the team, and maintains the systems month over month. There is no new platform to buy or migrate to.
Will the AI replace attorneys or staff?
No. The automation handles repetitive administrative steps — intake follow-up, matter opening, document collection, reminders. People keep the judgement calls, and anything that leaves the firm or touches legal judgement is approved by a person before it goes out.
Does UnderOath.ai work with firms outside Ohio?
Yes. UnderOath.ai works with law firms nationwide. Audits, builds and training are run remotely inside the firm's existing systems, so location does not constrain the engagement.
Book an AI Operations Audit.
Interviews and workflow mapping, ending in a written plan: the bottlenecks, the recommended automations, the review requirements, and what each one saves.
Book a free operations audit