With this post, voting is now officially open! Help pick the 15 legal tech startups that will get to compete at the 10th-annual Startup Alley at ABA TECHSHOW, March 25-28, 2026. Your votes determine the 15 companies selected to face off in a live pitch competition that will be the opening-night event of this year’s TECHSHOW in Chicago. They also get to exhibit in a special Startup Alley portion of the exhibit hall.

Below are summaries of the semifinalists, who have been selected by a panel of judges from all applications submitted. Please review them. Once you have done so, you can FIND THE BALLOT HERE.

DEADLINE FOR VOTING IS FRIDAY, FEB. 13, AT 11:45 P.M. ET.

Note: You will be able to cast your ballot just once, and on each ballot, you will be limited to five votes. As you will see from the ballot, you may vote for your top-five different favorites or five times for any one favorite, or any other mix of five votes.

The summaries listed below are based on information provided by the startups in their applications. In some cases as noted, startups have not provided information or have asked that information be kept confidential. Most of the startups have also provided a link to a demo video.

Please cast your votes here — and remember that the deadline is Feb. 13.

Scroll down to read the descriptions of each company. The companies listed below, in alphabetical order, are:

  1. AutoScript, AutoScriptOne, Deposition-AI.
  2. Bradwell.
  3. Candle AI.
  4. CaseCreate.
  5. ChronoTracer.
  6. CollBox.
  7. CounselPro.
  8. DraftyAI.
  9. EstateMin.
  10. EstateScribe.
  11. Immediator.
  12. Lawdify.
  13. LawFi.
  14. LawQi Global.
  15. LegalBridge.
  16. Litmas AI.
  17. PowerPatent.
  18. SayWell.
  19. SecureSplit.
  20. Simone.
  21. Sonar Legal.
  22. StreamSettle.
  23. Trailmate.
  24. TwinCounsel.
  25. ZODR Ai.

AutoScript, AutoScriptOne, Deposition-AI

Company Name: VoiceScript, Inc.

Elevator Pitch
VoiceScript is transforming the legal market with the industry’s only unified litigation productivity platform that integrates court reporting services with next-generation AI to deliver deposition preparation tools, live “Second Chair” assistance, and post-proceeding analysis for attorneys.

What makes your company unique or innovative?
VoiceScript’s point solutions are the industry’s best-in-class tools for both court reporting and attorney productivity, delivered through the industry’s only end-to-end platform that integrates the entire court reporting ecosystem with advanced, AI-powered litigation tools for attorneys. Our Deposition-AI platform is currently in early customer release and is scheduled for full production launch before the end of Q1 2026, positioning VoiceScript as an early leader in what is expected to be a rapidly growing legal AI market segment.

What problem does your product solve?
VoiceScript solutions are modernizing the court reporting industry by delivering a complete, end-to-end court reporting ecosystem, while also providing attorneys with case-management-agnostic, AI-powered litigation productivity tools to help improve efficiency and case outcomes.

Who are your competitors?
Our competitors include Verbit, Stenograph, Advanced Software, Filevine, and Rev. VoiceScript’s Deposition-AI capabilities are comparable to Filevine’s Depo CoPilot, with the added advantage of broader case-management platform integration and native, seamless integration with court reporting services.

Demo Video URL (if you have one)
https://www.youtube.com/watch?v=L1AXh2P1LfM.

When was the company founded?
2021-01-05.

Where is the company located?
Cocoa, Fla.

Who is your target customer (small firm, large firm, law department, etc.)?
VoiceScript serves two primary customer groups: 1. Court reporting agencies and independent reporters through AutoScript, and 2. Litigating attorneys, law firms, and their support teams through AttorneyView and Deposition-AI.

What is the price of your product or service?
VoiceScript court reporting products are offered through both usage-based pricing and monthly subscriptions, with an average subscription rate of approximately $250 per month. Deposition-AI is offered exclusively on a subscription basis.

Tell us more about your traction.
VoiceScript is growing at 100% or more per year. We expect Deposition-AI products to accelerate our growth rate through 2026.

Describe your plan for growing the company over the next five years.
We anticipate raising a Series A in the second half of 2026 to accelerate our direct-to-attorney and law firm go-to-market efforts for Deposition-AI, while also fast-tracking the development of additional Deposition-AI features. Our go-to-market advantage is our ability to partner with a growing network of court reporting service providers, who can offer Deposition-AI as a natural extension of their services—delivering additional high-value capabilities to their attorney clients.

Have you received outside funding?
$1M – $5M in outside funding.

Describe any ways in which your company’s leadership and/or workforce are diverse.
VoiceScript has a mix of AI and software developers as well as highly experienced court reporting and legal professionals. VoiceScript also owns The Court Reporting Academy, which is the largest court reporting school in the U.S.

Describe any ways in which your company contributes to a more diverse and inclusive legal tech community?
VoiceScript owns The Court Reporting Academy which is the largest court reporting school in the U.S. – Over the past 4 years, VoiceScript has provided over $1.5M in student scholarships and graduated over 800 students who are now working in the legal profession.

Anything else you’d like us to know?
N/A.


Bradwell

Company Name
Bradwell

Elevator Pitch
Bradwell is a complete AI workspace for solo and small law firms looking to move faster, integrating domain-specific legal AI into daily practice. Built for modern legal teams, Bradwell unifies drafting, redlining, and research in one secure place. It gives smaller firms big-firm AI capabilities without the overhead through an orchestration layer of specialized AI agents. Bradwell learns your standards and prior work to suggest next steps, clauses, and tailored client-ready service offers.

What makes your company unique or innovative?
Provides solo and small legal teams with secure top AI capabilities. Bradwell delivers specialized legal AI to small practices without IT integration, onboarding, or any heavy lift. Get value on day one.

Purpose-built AI agents, not a single chat box. Specialized agents collaborate on drafting, redlines, and research to handle multi-step legal tasks and produce work product for complex legal matters. Delivered to lawyers where they are, as a Microsoft Word add-in.

Tailored to your firm. Personalizes legal AI to your practice, learning your clause preferences, positions, tone, and prior work so drafts and redlines match your standards.

Start for free, get instant value. No demo or credit card required. Start a free trial immediately and get top legal AI at your fingertips.

What problem does your product solve?
Most solo and small-firm attorneys are relying on generic LLMs (like ChatGPT) outside of their working environment (e.g., Microsoft Word), because the most advanced legal AI is largely being built for large teams, such as Am Law 100 firms and S&P 500 legal departments. That leaves lean legal teams with a tough choice: use general-purpose AI that isn’t designed for legal workflows, or spend time piecing together tools and prompts, then rechecking everything to meet professional standards.

Bradwell closes that gap by making top-tier, domain-specific legal AI accessible to solo and lean firms. Built by a team of former practicing attorneys and AI experts, Bradwell handles multi-step complex legal work and adapts to how you practice over time.

Who are your competitors?
Bradwell competes with four categories of tools:

  • General-purpose LLMs (e.g., ChatGPT) used for research and drafting (broad capability, but limited workflow- and organization-specific tailoring).
  • Point solutions (e.g., AI drafting add-ins, clause libraries, redlining/compare tools) that improve one slice of daily legal work, but don’t provide an end-to-end operating system, team-specific context.
  • Practice/case/document management platforms aiming to add AI to their platforms: strong systems of record, but AI is typically generic and not designed to automatically learn a firm’s precedents, style, and drafting workflows.
  • Legacy drafting solutions (pre-AI era): templates, clause banks, and document assembly tools that don’t deliver adaptive, context-aware drafting.

Where Bradwell wins is as an AI-native environment built to learn and mirror a firm’s institutional knowledge directly within Word.

Demo Video URL (if you have one)
N/A.

When was the company founded?
2025-04-30.

Where is the company located?
U.S. (R&D in Tel Aviv).

Who is your target customer (small firm, large firm, law department, etc.)?
Solo practitioners, small firms and legal teams.

What is the price of your product or service?
Our pricing is subscription-based, with tiered plans based on usage limits and included features. We also offer a free trial so lawyers can evaluate the product before making a decision.

Tell us more about your traction.
N/A. Launch expected in Q2 2026.

Describe your plan for growing the company over the next five years.
We create value by helping lawyers work faster and more confidently, and we will grow by deepening adoption in our core segment (small and mid-sized legal teams), then expanding into additional segments over time. We’ll invest in integrations with the tools lawyers already live in (e.g., Microsoft 365 and CRMs), and scale distribution through partnerships and product awareness. As we expand, we’ll keep a lawyer-first product roadmap, adding new workflows and practice-area modules, while building customer success that drives sustained adoption and long-term expansion.

Have you received outside funding?
$1M – $5M in outside funding.

Describe any ways in which your company’s leadership and/or workforce are diverse.
Bradwell is female-founded and female-led, as both co-founders are women! We’ve built a team with a mix of backgrounds (legal practice, product, engineering, and AI research), so we get different perspectives in the room and build better. We run the team on clear norms: be kind, be sharp, and do remarkable work.

Describe any ways in which your company contributes to a more diverse and inclusive legal tech community?
At Bradwell, we’re building legal technology that works for any legal professional, and we take pride in the following:

  • 100% Female-Led Leadership: With two female co-founders, Bradwell is fully women-led, championing female leadership in legal tech and leading by example.
  • Hiring: We actively recruit talent from a wide range of cultural, educational, and professional backgrounds, ensuring our leadership and engineering teams reflect the diversity of the communities we serve.
  • Product Design: Our solutions are built with equitable access in mind, emphasizing accessibility, multilingual support, and user experiences that respect diverse needs.

Through these efforts, we aim not only to make an impact within our company, but also to inspire the broader legal tech ecosystem.

Anything else you’d like us to know?
N/A.


Candle AI

Company Name
Candle AI

Elevator Pitch
Candle AI is the legal email assistant that helps small and mid-sized law firms eliminate email overload freeing up hours for higher-value work. It works right inside Outlook/Gmail and 1) instantly pulls client and case details from systems like Clio and Filevine into the inbox, 2) drafts accurate, context-aware replies in second, and 3) manages email templates so you can respond to clients faster. Lawyers and paralegals save up to 90 mins per day on email and respond to clients up to 75% faster.

What makes your company unique or innovative?
While most legal AI tools require lawyers to leave their inbox, navigate case systems, and learn complex prompts, Candle brings the legal workspace directly into Outlook and Gmail, where legal teams already do a lot of their work, so there’s no workflow change. Our AI leverages firm-specific data, templates, and systems, reducing risk while improving accuracy and compliance. We turn email from one of the biggest time drains in a law firm into a revenue-driver and client service advantage. This helps reduce non-billable time and enables law firms to provide alternative billable models which focus on efficiency and productivity.

What problem does your product solve?
Attorneys spend a large portion of their day on email (up to 66%), constantly switching between inbox, case management systems, and documents. This leads to a loss of focus, lost billable time, and slower client responses. Candle significantly reduces context switching and drafts accurate email responses instantly, helping legal teams work faster and stay focused. We are also focused on empowering small and mid-size law firms and giving them a competitive advantage through Candle AI.

Who are your competitors?
There are general AI email assistants such as Superhuman, Copilot and Gemini which focus on individual productivity but are not designed for law firm workflows or shared case context. There are also legal specific tools such as Vesence and August that offer Outlook and Microsoft-based integrations and helpful assistance with email composition and summarizing. Candle AI takes a different approach by treating email as the central workspace for a lot of legal work. Most client communication and case activity already happen in the inbox. By integrating directly with systems such as Clio, Filevine, CasePeer, and INSZoom, Candle AI brings fuller matter context into Outlook and Gmail and connects email to the firm’s systems of record. This allows Candle to automate client communication and support legal teams beyond drafting and summarizing.

Demo Video URL (if you have one)
https://share.descript.com/view/cPjd6cQCzaQ

When was the company founded?
2024-09-01.

Where is the company located?
Austin, Tex.

Who is your target customer (small firm, large firm, law department, etc.)?
Small and mid-sized law firms with flat or contingency fee practices.

What is the price of your product or service?
$49 per user per month with discounts for annual commitments.

Tell us more about your traction.
Candle AI is fully launched and currently in use across multiple law firms and practice areas, including immigration, personal injury, family law, real estate, and bankruptcy. Every firm that began as a design partner has continued with Candle on a paid subscription. Candle AI is listed in the Clio App Marketplace and backed by The LegalTech Fund. We recently expanded beyond organic adoption into targeted marketing to accelerate growth. We also support attorneys across the 50 states and globally.

Describe your plan for growing the company over the next five years.
We are scaling distribution through legal tech marketplace listings, deeper integration with case systems, and partnerships with bar associations and legal service providers. As adoption expands, we aim to become the primary interface for accessing matter information from communication channels and overall managing client communication which strengthens our competitive moat. Our vision is for AI that can structure information in the inbox automatically and allows lawyers to trigger workflows using simple commands directly from the inbox.

Have you received outside funding?
Less than $1M in outside funding.

Describe any ways in which your company’s leadership and/or workforce are diverse.
Our team reflects multiple ethnic backgrounds including immigrant heritage and legal experience.

Describe any ways in which your company contributes to a more diverse and inclusive legal tech community?
One of our co-founders is a former immigration attorney, and the other is an immigrant, which shaped our initial focus on supporting immigration law firms that serve individual immigrants. That lived and professional experience informs how we design Candle AI to reduce administrative burden and improve communication for legal teams working with high email volume and helping clients who are in high stress situations. We support firms by making technology accessible without requiring major workflow changes. We also actively involve attorneys from diverse backgrounds in product feedback to ensure the platform works well for firms of different sizes and practice areas.

Anything else you’d like us to know?
Candle AI turns the inbox into a productivity powerhouse for legal teams. It gives lawyers and paralegals time back each day and improves client service. We’re excited at the chance to share our product with the ABA TECHSHOW community.


CaseCreate

Company Name
CaseCreate, Inc.

Elevator Pitch
The world’s first solution for efficiently drafting and automating pleadings and documents for various stages of litigation. Our dynamic and novel selection methodology as well as our optional AI enables you to build custom documents without the need for vast template libraries.

What makes your company unique or innovative?
Our company stands apart for two key reasons:

  1. Draft-with-a-Click Technology. We offer a Draft-with-a-Click system that allows users to instantly generate critical litigation documents—such as petitions, answers, discovery requests, objections, and jury instructions—without navigating and editing cumbersome template libraries. With just a click, users can draft customized, court-ready documents tailored to their needs.2. Court-Facing AI Document Generation. We don’t just use AI to write memos or review documents – we leverage ChatGPT-based systems to generate documents designed for real courtroom use. This includes:
  • Litigation call summaries.
  • Operative fact sections for pleadings.
  • Causes of action for Petitions.
  • Discovery requests and objections.
  • Motions (General, Summary Judgment, and TRO).
  • Appellate briefs.

What problem does your product solve?
Speed, efficiency, cumbersome navigation of libraries, starting from zero.

Who are your competitors?
Lexis and West, Mycase & Clio, EsquireTek, ProDoc, TXDoc, Multiple others

Demo Video URL (if you have one)
N/A.

When was the company founded?
2021-06-01.

Where is the company located?
Dallas, Tex.

Who is your target customer (small firm, large firm, law department, etc.)?
1) Solo and small firm. 2) Independent paralegals. 3) Medium firms and insurance company legal departments.

What is the price of your product or service?
$150/month.

Tell us more about your traction.
We have around 10 customers paying us monthly recurring. We are expecting a $200K investment in 2026.

Describe your plan for growing the company over the next five years.
Our primary goal within the next year is to refine the product and spread through Texas. Following Texas, we will have state specific features for the top five states for the legal community (TX, IL, NY, CA, FL). Following a commanding presence within the Big 5, we will spread to where we are most needed in the US. We are also looking at relationships with lawyers in India but that may not materialize within the next five years depending on revenue.

Have you received outside funding?
No outside funding.

Describe any ways in which your company’s leadership and/or workforce are diverse.
The primary owner is an African American man.

Describe any ways in which your company contributes to a more diverse and inclusive legal tech community?

  • Reducing structural barriers to high quality litigation tools traditionally available only to large firms.
  • Automating labor that would ordinarily require hiring multiple people to firms without access to sizable capital resources.
  • Training paralegals, career-switchers, and international legal practitioners of all backgrounds in the new ways tech and AI will impact the legal community in the future and prepare them for such.

Anything else you’d like us to know?
We applied in 2024-25 as CaseCrafter but there was already a company by that name. We have since changed our name to CaseCreate, refined our branding, and cleaned up our web functionality so we are ready for this year.


ChronoTracer

Company Name
ChronoTracer

Elevator Pitch
ChronoTracer helps litigators and investigators easily master the facts of their case. It automatically creates a complete, defensible chronology from evidence, transforming emails, texts, social media, call logs, media files, and other formats into structured events. With deterministic extraction and instant, intuitive filtering, teams surface what matters immediately and stop wasting weeks building chronologies by hand.

What makes your company unique or innovative?
ChronoTracer is the only platform that begins with a full chronology rather than an empty container. It automatically assembles comprehensive, source-linked events across every major evidence type with no hallucinations or guesswork. Automatic, deterministic extraction lets ChronoTracer reach tens of millions of events – something manual, drag-and-drop tools simply can’t do. It requires no integrations, is easy to adopt, and offers fast onboarding, minimal training, and SOC 2–aligned controls.

What problem does your product solve?
Even with modern e-discovery systems, building a factual chronology remains a slow, manual task. Teams spend countless hours stitching together communications, phone logs, and documents just to understand what happened and when. This slows strategy, obscures patterns, and forces costly, repetitive review cycles. ChronoTracer eliminates that bottleneck by generating a full, structured chronology automatically—and then making it effortless to filter and search for exactly the events, custodians, channels, time periods, or themes teams need. Instead of hunting through evidence, users get clarity on day one instead of week six.

Who are your competitors?
ChronoTracer competes with spreadsheets and other manual chronology-building approaches, e-discovery and fact-management platforms that require drag-and-drop timelines, digital forensic consultants who produce reports with specialized tools, and various start-ups focused on fact organization. These alternatives rely heavily on human effort, limiting accuracy, slowing insight, and capping the volume they can handle.

Demo Video URL (if you have one)
https://www.loom.com/share/e09d14d2bb1d40ae8eeda303771a7686

When was the company founded?
2025-01-01.

Where is the company located?
Austin, Tex.

Who is your target customer (small firm, large firm, law department, etc.)?
Large and medium-sized law firms and boutique litigation firms that handle cases with high evidence volumes; investigation teams; corporate legal departments; and government.

What is the price of your product or service?
Ranges from $5k-$20k per month depending on evidence complexity and volume.

Tell us more about your traction.
We have supported several large high-profile cases, including an FCPA case, a federal public corruption case and a state RICO case. We are also supporting complex civil cases, internal investigations and international arbitrations. Customers have told us that they could not have handled some of these cases without ChronoTracer.

Describe your plan for growing the company over the next five years.
Over the next five years, ChronoTracer will grow through a mix of direct sales and strategic partnerships. We are currently focused on selling directly to law firms handling complex litigation and investigations. In the coming year, we will expand distribution by partnering with e-discovery service providers and selling directly to corporate legal departments for internal investigations and compliance matters. As the platform matures, we will also work with government contractors to introduce ChronoTracer to investigative agencies, attorneys general, regulators, auditors, and prosecution teams. This multi-channel strategy positions ChronoTracer to become the standard chronology solution across the legal and investigative ecosystem.

Have you received outside funding?
No outside funding.

Describe any ways in which your company’s leadership and/or workforce are diverse.
Our five-person core team is meaningfully diverse. We include individuals from different religious traditions, ethnic backgrounds, genders, national origins, and sexual orientations. These varied perspectives shape how we build ChronoTracer and how we support our customers.

Describe any ways in which your company contributes to a more diverse and inclusive legal tech community?
As a young company, our broader community impact is still developing, but we aim to contribute meaningfully over time. As we grow, we plan to support pro bono litigation and the legal teams pursuing cases that align with our values.

Anything else you’d like us to know?
I attended last year’s event and the startup showcase, and it was clear how valuable the forum is for new legal technology providers. We would welcome the opportunity to introduce ChronoTracer to this year’s audience.


CollBox

Company Name
CollBox.

Elevator Pitch
CollBox helps law firms get paid 40% faster without turning lawyers into bill collectors. We automate and manage accounts receivable using smart reminders, integrated workflows, and a human-first approach that reduces write-offs, shortens payment cycles, and improves cash flow—while preserving client relationships. $100M+ recovered for small to mid-sized firms. Awarded Best Business of Law App in the 2025 Clio Integration Awards.

What makes your company unique or innovative?
CollBox is unique because we don’t treat accounts receivable as a software-only problem. Most legal tools stop at sending reminders. CollBox combines intelligent automation with trained, U.S.-based A/R specialists who step in when automation alone isn’t enough.

Our platform is purpose-built for law firms, integrating directly into their billing workflows and applying proven collections strategies that preserve client relationships. This hybrid model, AI-assisted automation plus human follow-up, helps firms get paid faster without asking attorneys or staff to become bill collectors.

We’ve modernized a critical but neglected function in legal operations by making collections proactive, measurable, and client-friendly.

What problem does your product solve?
Law firms struggle to get paid on time for work they’ve already completed. Invoices go unpaid, follow-ups are inconsistent, and collections often fall to attorneys or overextended staff – none of whom are trained or incentivized to manage accounts receivable effectively.

This results in delayed cash flow, write-offs, administrative strain, and uncomfortable client interactions. Most legal software stops at sending automated reminders and offers no real strategy for collecting overdue balances.

CollBox solves this by turning accounts receivable into a structured, proactive process—helping law firms reduce payment delays, recover more revenue, and eliminate the burden of collections from their legal teams.

Who are your competitors?
CollBox operates in a category that overlaps with, but is distinct from, several existing solutions.

Our closest alternatives are law firm billing and practice management platforms (such as Clio, MyCase and Smokeball) that offer basic invoice reminders but stop short of managing accounts receivable or collections strategy.

Some firms also rely on in-house staff or traditional collection agencies, which are either inefficient, costly, or harmful to client relationships – especially for work in progress or recently completed matters.

Unlike these options, CollBox is purpose-built to manage the full accounts receivable lifecycle for law firms, combining automation with human follow-up in a client-friendly way. We don’t replace billing software or act as a collection agency; we fill the critical gap between invoicing and getting paid.

Demo Video URL (if you have one)
https://www.youtube.com/watch?v=xtYKZcWJlYA

When was the company founded?
2015-12-21.

Where is the company located?
Austin, Tex.

Who is your target customer (small firm, large firm, law department, etc.)?
Small to mid-sized law firms (~3-30 attorneys).

What is the price of your product or service?
Starting at $599/month. ARPU is $775/month. Largest client pays $2,280/month.

Pricing is based on the volume of clients a law firm bills in a typical month. They are then paced on a flat monthly subscription fee where they keep 100% of dollars recovered.

Clean-up is available for older invoices for an additional one-time project fee (avg. of $10,000).

Tell us more about your traction.

  • 55 active subscribers.
  • $588k in annualized revenue ($506k in ARR).
  • $100M+ recovered.
  • Winner, Best Business of Law App (2025 Clio Integration Awards).
  • Strategic Partner, 8am (2025).
  • Strategic Partner, Smokeball (2024).
  • Finalist, Best New App (2023 Clio Integration Awards).

Describe your plan for growing the company over the next five years.
CollBox is launching a new funding round in January 2026. The goal of this raise is to encode years of accounts receivable mastery from what is already the leading A/R solution for SMB law firms into an AI-driven operating system that gets law firms paid for their hard work and minimizes attorney & legal staff involvement – quickly, reliably, automatically.

There is no clear leader in the market for solving the cash flow crisis that is rampant in SMB law firms and practice management systems’ features aren’t getting the job done. CollBox intends to define the accounts-receivable category in legal and cross $1B recovered for law firms by the end of 2030.

Have you received outside funding?
$1M – $5M in outside funding.

Describe any ways in which your company’s leadership and/or workforce are diverse.
CollBox is intentionally building a diverse, multi-lingual, and inclusive team across professional background, geography, and lived experience. Our leadership combines expertise from financial operations, technology, and customer service, including professionals who have worked alongside law firms.

We employ team members from a range of geographic locations and career paths, prioritizing skills, empathy, and communication over traditional credentials alone. This diversity of perspective is critical to our human-first approach to accounts receivable, where prioritizing the dignity of law firm clients and maintaining respectful relationships matters even more than the technology we create.

As we grow, we are committed to inclusive hiring practices and building a team that reflects the diversity of the legal professionals and clients we serve.

Describe any ways in which your company contributes to a more diverse and inclusive legal tech community?
CollBox contributes to a more diverse and inclusive legal tech community by lowering barriers to access for law firms that historically lack the resources of larger organizations. By making professional-grade accounts receivable support affordable and scalable, we help small and midsize firms—many of which are minority-owned, women-owned, or first-generation practices—run healthier, more sustainable businesses.

We also prioritize respectful, client-friendly communication in our collections approach, reinforcing ethical, inclusive practices that protect both firms and the clients they serve. Internally and externally, we value collaboration, transparency, and empathy, and we actively participate in legal industry events, education, and knowledge-sharing to help firms of all backgrounds succeed.

Anything else you’d like us to know?
While founded technically in 2015, we created CollBox for law firms just 2.5 years ago when we launched our product into the Clio ecosystem, which earned us recognition as one of the best three new apps in the 2023 Clio Integration Awards.


CounselPro

Company Name
CounselPro

Elevator Pitch
CounselPro is the AI financial intelligence engine for legal professionals. We instantly structure years of raw PDF financial history (bank statements, check images, and credit card records) into audit-ready data. Whether tracing commingled assets or auditing bankruptcy filings, we replace weeks of manual entry with instant precision. Our platform delivers a source-linked audit trail, turning chaotic discovery into defensible legal strategy in minutes.

What makes your company unique or innovative?
While the legal AI boom has focused almost entirely on text (drafting, research, and contracts), CounselPro solves the massive, ignored bottleneck of financial data.
We are the first platform to successfully automate the “forensic loop” for legal professionals. Our innovation lies in three key differentiators:

  • Defensible Architecture: unlike generic LLMs that “guess” and hallucinate numbers, CounselPro provides a 100% source-linked audit trail. Every transaction, summary, and flow-of-funds analysis is hyperlinked directly to the pixel on the original PDF bank statement. This solves the “Black Box” problem, making our output court-ready evidence, not just a suggestion.
  • Complex Logic, Not Just OCR: we don’t just digitize text. Our engine performs high-level forensic logic: automatically tracing funds between entities, identifying commingled assets, and flagging “lifestyle” spending anomalies (e.g., hidden dissipation of assets in divorce) that human review often misses.
  • Democratizing Forensics: we allow any firm, from solo practitioners to Am Law 100, to process years of financial history in minutes. We turn a $30,000+ forensic accounting expense into a near-instant software cost, leveling the playing field for all firms. We have already processed over $10B in transactions, proving this technology works at scale today.

What problem does your product solve?
We solve the “Financial Discovery Bottleneck.” In high-stakes litigation like divorce, bankruptcy, and fraud, the “smoking gun” is often hidden within thousands of pages of PDF bank statements. Extracting this evidence is currently a broken, manual nightmare. Legal teams are forced to burn billable hours or paralegal budgets on “stare and compare” data entry in Excel. This is low-value grunt work that kills morale and destroys margins.

Beyond the cost, this manual process introduces significant risk. Human review suffers from fatigue, leading to high error rates where critical fraudulent transfers or hidden accounts are easily missed. Existing tools fail to bridge this gap. OCR software merely provides raw text, while accounting platforms require pristine data to function. CounselPro solves the disconnect between “raw PDF” and “legal strategy,” eliminating the manual friction that makes financial cases so expensive, slow, and prone to error.

Who are your competitors?
Valid8, Docuclipper, Lido.

Demo Video URL (if you have one)
https://www.counselpro.ai/watch.

When was the company founded?
2024-07-01.

Where is the company located?
New York, N.Y.

Who is your target customer (small firm, large firm, law department, etc.)?
Small to midsized law firms specializing in bankruptcy, family law, estate planning, accounting, and PI.

What is the price of your product or service?
Tiered based on usage, from $100/mo – $5,000+/mo.

Tell us more about your traction.
In the first six months of active selling, CounselPro onboarded 50 law firms entirely through inbound demand, with zero outbound sales. All acquisition to date has come from referrals, SEO, and GEO-driven discovery, indicating strong product market fit.

Customers include solo family law practitioners, U.S. bankruptcy trustees, accounting consultancies, and teams working on complex federal civil rights matters. Adoption is fully self-service. Users discover the product independently, onboard without assistance, and see immediate value on their first set of documents.

Revenue is driven by subscription and usage-based expansion as customers apply CounselPro to additional matters. The product is used on live cases, and multiple customers have described it as a “game changer” for financial discovery.

Volume: we have already processed over $10B+ in financial transactions, proving our architecture scales to enterprise demands immediately.

Retention: we are seeing rapid expansion within firms; once a single partner uses CounselPro for one case, it typically becomes the standard operating procedure for the entire firm’s financial discovery.

Describe your plan for growing the company over the next five years.
Our growth strategy is grounded in doubling down on the channels and behaviors that have already driven organic adoption, while expanding the surface area of the product within the legal ecosystem.

We will continue to lead with a product-led, self-service motion supported by educational content that addresses real financial discovery problems. This includes practice-area-specific guides, examples, and workflows that help practitioners understand not just how to use the product, but how to apply financial intelligence more effectively in litigation.

In parallel, we plan to deepen our presence at industry events where hands-on demonstrations matter, including ABA TECHSHOW and other practitioner-focused conferences. Live exposure to real documents consistently accelerates understanding and adoption.

We will also pursue partnerships and integrations with widely adopted practice management and case management platforms that lawyers already use every day. Potential partners include Stretto, Clio, and Smokeball. These integrations allow CounselPro to fit naturally into existing workflows and reduce friction in how financial documents move from intake to analysis.

Finally, we plan to expand the product’s analytical capabilities and supported use cases across bankruptcy, family law, fraud, and complex civil litigation while maintaining disciplined growth. Our goal is to become the default financial intelligence layer for legal professionals by making the product indispensable, rather than sales driven.

Have you received outside funding?
No outside funding.

Describe any ways in which your company’s leadership and/or workforce are diverse.
As a bootstrapped company, our leadership and workforce reflect a diversity of incentives and perspectives that are often absent in venture-backed legal tech. Because we are not constrained by VC growth mandates, predefined pricing models, or top-down product roadmaps, we stay directly aligned with the day-to-day realities of legal professionals doing complex financial work.

This structure allows us to build alongside our users, not above them. Product decisions are driven by real practitioner feedback across firm sizes, practice areas, and geographies rather than by investor expectations. In practice, this results in more accessible pricing, faster iteration on real problems, and tooling that serves solo and small firms just as effectively as larger ones.

We believe this proximity to the problem creates a more inclusive product and a more representative legal-tech ecosystem by ensuring that advanced financial analysis tools are not limited to firms with large budgets or enterprise buying power.

Describe any ways in which your company contributes to a more diverse and inclusive legal tech community?
We contribute to a more diverse and inclusive legal tech community by lowering the barrier to advanced financial analysis for firms that have historically been priced out of it.

Today, meaningful financial discovery often requires expensive forensic accountants, large internal teams, or enterprise-only software. That reality disproportionately favors well-resourced firms and limits access for solo practitioners, small firms, legal aid organizations, and professionals working in underserved jurisdictions.

CounselPro changes that dynamic. By delivering court-defensible financial intelligence through self-service software and usage-based pricing, we make sophisticated forensic capabilities available to a much broader range of legal professionals. This enables more equitable representation for end clients and allows smaller firms to compete on analytical depth, not headcount or budget.

We believe inclusivity in legal tech is not just about who builds the software, but who is empowered to use it… and who ultimately benefits from it.

Anything else you’d like us to know?
The legal industry is at an inflection point where AI adoption is moving beyond drafting and research into operational, evidence-driven workflows. Financial discovery is one of the major categories still dominated by manual processes and spreadsheets.

CounselPro exists because this shift cannot be solved with general-purpose AI. It requires defensibility, traceability, and domain-specific logic. We believe this category will define the next wave of legal technology, and we are building the foundational platform for it.


 

DraftyAI

Company Name
DraftyAI

Elevator Pitch
DraftyAI is an AI-powered drafting and case-prep tool built specifically for immigration attorneys. It helps lawyers generate high-quality USCIS briefs, motions, and support letters in minutes using their own templates, evidence, and jurisdiction-specific requirements. By automating the most time-consuming part of immigration practice, DraftyAI saves attorneys up to 60% of drafting time while maintaining attorney control, accuracy, and data security.

What makes your company unique or innovative?
Most legal AI tools are generic, prompt-based, or optimized for research – not real legal work. DraftyAI is immigration-first, built by practicing immigration attorneys, and designed around how cases are actually prepared.

We combine guided workflows, template-based drafting, evidence uploads, and jurisdiction-aware formatting to produce filing-ready drafts.

What problem does your product solve?
Immigration attorneys spend 40–60% of their time drafting repetitive, high-stakes documents, often nights and weekends, because outsourcing is expensive and generic AI is risky. This bottleneck limits case volume, increases burnout, and delays filings for clients. DraftyAI removes drafting as the choke point in immigration practice by turning hours of manual writing into minutes, without sacrificing quality, accuracy, or attorney oversight.

Who are your competitors?
Our competitors include immigration-specific AI tools such as CaseBlink, Visalaw.ai, Parley, Imagility, and Visas.ai, as well as general legal drafting tools embedded in platforms like Clio or Filevine.

Unlike research-focused or form-centric tools, DraftyAI is purpose-built for immigration case preparation and drafting, with an emphasis on real attorney workflows, template control, and filing-ready output.

Demo Video URL (if you have one)
https://www.draftyai.com.

When was the company founded?
2023-04-13.

Where is the company located?
Coral Gables, Fla.

Who is your target customer (small firm, large firm, law department, etc.)?
DraftyAI primarily serves solo, small, and mid-sized U.S. immigration law firms (1–25 attorneys), including employment-based, family-based, asylum, and removal defense practices. Our customers are firms handling moderate to high case volume that need to scale drafting and case preparation without increasing headcount or risking quality, compliance, or burnout.

What is the price of your product or service?
Various monthly plans starting at $250 per person.

Tell us more about your traction.
DraftyAI is a live, revenue-generating SaaS platform used by immigration attorneys across the U.S. We have dozens of active paying law firms and a growing pipeline driven primarily by founder-led education, referrals, and conference exposure. Customers report saving up to 60% of drafting time on complex immigration filings. DraftyAI has been featured in Bloomberg Law and the ABA Journal, selected for AILA’s Innovators Spotlight, and is actively used by firms handling high-volume, high-stakes matters. We are seeing steady month-over-month growth in users and engagement, with strong retention among firms that incorporate DraftyAI into their daily workflows.

Describe your plan for growing the company over the next five years.
Over the next five years, DraftyAI will expand from an immigration-specific drafting solution into a broader case preparation and workflow platform for immigration law firms.

Near-term growth focuses on deepening value for existing customers through enhanced drafting workflows, collaboration features, and integrations with popular immigration tech stacks. Mid-term, we will scale distribution through strategic partnerships, CLE-driven education, and bar association engagement.

Long-term, our goal is to become the default infrastructure layer for immigration case preparation, supporting firms as they scale volume, improve quality, and reduce burnout, while maintaining strict attorney oversight and compliance.

Have you received outside funding?
Less than $1M in outside funding.

Describe any ways in which your company’s leadership and/or workforce are diverse.
DraftyAI is led by a woman immigration attorney and immigrant founder, and was built alongside two co-founders who are also immigrants. We come from different professional backgrounds (law, engineering, and operations) and built this company through years of trust, collaboration, and shared values rather than a traditional startup pipeline.

As immigrants and children of immigrants, our lived experiences directly inform the way we approach immigration law, legal technology, and the responsibility that comes with building tools lawyers rely on for high-stakes work.

Describe any ways in which your company contributes to a more diverse and inclusive legal tech community?
DraftyAI contributes to a more inclusive legal tech community by making advanced AI tools accessible to immigration lawyers who are often left out of traditional legal tech, especially solo and small immigration firms, many of which are led by women, immigrants, and first-generation professionals.

We focus on affordability, ease of use, and education. That means transparent pricing, free trials, and free resources that help lawyers understand and use AI responsibly without needing a technical background or enterprise budget. Our goal is to make modern legal technology feel usable and safe for everyday practitioners, not just large firms.

Anything else you’d like us to know?
DraftyAI was built by immigration lawyers who have lived the realities of high-stakes casework, client anxiety, and burnout. Our approach to AI is intentionally conservative, attorney-centered, and compliance-first. We believe the future of legal tech isn’t about replacing lawyers; it’s about protecting their judgment, time, and well-being, especially in practice areas where the human impact is profound.


EstateMin

Company Name
EstateMin

Elevator Pitch
EstateMin modernizes trusts and estates departments. We replace pen-and-paper and fragmented processes with a structured, digital intake workflow that captures accurate client information upfront, reduces administrative burden, and improves the client experience from first contact.

What makes your company unique or innovative?
EstateMin was built to replace the pen-and-paper workflows still common in trusts and estates. Co-founded by a former Clio Product Manager, probate paralegal and a technical co-founder, we use AI to rapidly ship updates and new features based on real law firm needs. Since launching in September, EstateMin has been adopted by over 20 paying firms.

What problem does your product solve?
Collecting intake information for every asset, debt and beneficiary in an estate takes hours when done manually. EstateMin replaces this fragmented, pen-and-paper process with a structured digital intake, saving significant staff time, reducing errors, and allowing firms to start matters with complete and usable client information from day one.

Who are your competitors?
Our primary competitors are pen-and-paper intake processes and legacy workflows. In the software market, alternatives include Trustate and Decision Vault, with many of our customers having already converted from these solutions.

Demo Video URL (if you have one)
https://www.loom.com/share/34b38e1f115440fb972a945ff85a370c.

When was the company founded?
2025-09-08.

Where is the company located?
Boston, Mass.

Who is your target customer (small firm, large firm, law department, etc.)?
Small to mid-sized firms with a trust and estates department.

What is the price of your product or service?
$99-$250 per month.

Tell us more about your traction.
EstateMin began in Ireland, where we secured early customers and validated the core intake workflow. To support scale, we prioritized deep integrations and partnered with Clio before expanding into the U.S. market. In August, we onboarded three U.S. pilot firms—100% of which converted to paying customers. Since launch, EstateMin is live with firms in over 10 U.S. states, supporting multiple users and active matters. To date, more than 70 estates are live on the platform, with law firms and their clients actively using the product. We have also had four one-call closes, where firms signed up and paid within a single 40-minute demo and are now active users.

One Florida firm said, “I had high expectations and they have been exceeded.”

Describe your plan for growing the company over the next five years.
Over the next five years, EstateMin will scale from client intake into a full estate lifecycle platform. Our near-term focus is growth within trusts and estates practices, with a target of 300 law firms by the end of 2026, representing approximately $950K in ARR. From there, we will expand into a digital estate vault, extending access to accountants and wealth managers. Using AI, the platform will continuously track and update clients’ entire estates during their lifetime, creating a shared, accurate source of truth across professional advisors.

Have you received outside funding?
Less than $1M in outside funding.

Describe any ways in which your company’s leadership and/or workforce are diverse.
EstateMin is led and co-founded by a female CEO. Diversity and inclusion are core to our leadership perspective and inform how we build, partner with law firms, and support the legal community.

Describe any ways in which your company contributes to a more diverse and inclusive legal tech community?
EstateMin actively contributes to a more diverse and inclusive legal tech community through both formal policies and everyday culture. We are led by a female founder, prioritize inclusive hiring and collaboration practices, and intentionally partner with and support underrepresented voices in the legal profession. Inclusion is embedded in how we build our product, engage with law firms, and foster an open, respectful team culture.

Anything else you’d like us to know?
In just three months, EstateMin has onboarded multiple paying customers, built a strong pipeline, and secured partnerships that position us for significant growth in 2026. Our momentum is driven by a highly complementary founding team combining deep legal domain knowledge, senior product leadership from Clio, and a technical co-founder with strong execution capability. We have also recently closed a small funding round to accelerate delivery and scale.


EstateScribe

Company Name
EstateScribe

Elevator Pitch
EstateScribe is an AI-powered drafting platform built specifically for estate-planning attorneys. We turn a client intake data, interviews, and client documents into fully formatted, jurisdiction-specific estate plans in minutes, using context-aware automation designed, built, and tested within an estate planning law firm. From intake, to drafting, and client funding on the backend, EstateScribe automates the entire process, so attorneys can focus on what really matters, advising their clients.

What makes your company unique or innovative?
EstateScribe is the first AI-native drafting engine built exclusively for estate planners. Unlike tools that bolt AI onto legacy templates or offer a simple chatbot, we designed our system from the ground up to mirror the attorney workflow—starting with intake, continuing through interview mapping and logic validation, and ending with a fully-formatted, attorney-level plan.

Our platform uses a hybrid approach combining deterministic legal logic, a proprietary knowledge map, and a context-aware generative model trained on structure rather than client data. Every edit, decision, and dependency across the matter is connected. When the attorney updates a key fact or changes a distribution scheme, the entire drafting system updates downstream provisions automatically and transparently.

This makes EstateScribe the first tool that can actually think like an estate-planning attorney, rather than merely assemble documents. Streamlining intake, voice transcribing client interviews, drafting in seconds vs. hours, and always keeping the attorney in the loop is the core of the EstateScribe platform.

While legal tech broadly is crowded, estate planning is uniquely underserved. Most innovation has focused on litigation, CLM, or large-firm workflows. Trusts and estates — especially for solo and small firms — remain dominated by legacy template tools and manual processes.

What problem does your product solve?
Estate-planning attorneys spend an enormous amount of time on repetitive drafting: combing through intake forms, reconciling notes, updating provisions, formatting long trust documents, and making sure every related clause stays consistent. Traditional automation tools require rigid templates, complex interviews, or manual exports into Word – slowing attorneys down instead of speeding them up. We built this while running an Estate Planning firm, so we know these problems because we’ve lived them firsthand. We found that almost 90% of our time was spent on intake and drafting, rather than the actual fun and useful part of running a law firm, which is spending time with more clients to ensure their plans are as effective as possible.

EstateScribe solves this by eliminating the manual drudgery of intake, drafting, and client communication. Attorneys upload their intake worksheet or fill out our interactive digital interview, and EstateScribe generates a jurisdiction-specific, cleanly formatted estate plan that reflects attorney preferences, standard clauses, and state law nuances. The system flags and explains every AI-generated section, ensures consistency across all documents, and preserves attorney control.

The result: faster drafting, dramatically fewer errors, and the ability for attorneys to scale their practice without burning out or hiring additional staff. Estate planning is one of the few areas of the law that consistently bills at a fixed fee rate, so the more efficient attorneys can be, the higher their margins or the ability to adjust pricing to have as competitive advantage in the market.

My co-founder and I didn’t start this journey hoping to be legal tech founders, we started hoping to build a main-street law firm that could offer top tier estate planning for clients in our town. With all the amazing things happening in the legal tech ecosystem, we were ready to sign up for the latest and greatest AI product for estate planners, yet nothing came. After scheduling every demo out there and trying to wrap our heads around why no one was changing this industry like they were PI, Litigation, and Corporate Law, we decided it was time to do something about it.

Who are your competitors?
Our primary competitors are WealthCounsel, InteractiveLegal, HotDocs and other legacy drafting platforms. We have competition from the direct-to-consumer side from companies like Trust&Will.com, Vanilla, Wealth.com, Legal Zoom, and Estate Guru. We firmly believe in the importance of the estate planning attorney in the process.

The estate-planning market broadly breaks into three distinct verticals, each serving a different customer with different incentives, economics, and risk profiles.

1. Direct-to-Consumer Estate Planning. Examples: LegalZoom, Trust & Will. These platforms sell estate-planning documents directly to consumers, typically at low price points.

Strengths:

  • Large addressable audience.
  • Simple onboarding.
  • Strong marketing engines.

Limitations:

  • One-size-fits-most documents.
  • Limited customization (UPL concerns).
  • Minimal legal judgment.
  • Not suitable for nuanced or evolving family situations.

These tools serve basic needs, but they are not substitutes for attorney-led planning, especially as estates grow more complex.

2. B2B Through Wealth Managers/RIAs. Examples: RIA-embedded estate planning tools, advisor-led document platforms (wealth.com, vanilla, Estate guru). These solutions position estate planning as a value-add for financial advisors, often using attorneys behind the scenes.

Strengths:

  • Embedded distribution through advisory relationships.
  • Strong alignment with wealth management.

Limitations:

  • Estate planning is not the advisor’s core competency.
  • Attorneys are often removed from the primary workflow.
  • Limited flexibility across jurisdictions.
  • Harder to standardize and scale legally.

These platforms work well for select advisor-driven use cases, but they don’t meaningfully modernize how estate-planning attorneys actually practice law.

3. EstateScribe’s Vertical: B2B for Attorneys. EstateScribe is built specifically for estate-planning attorneys – not consumers and not intermediaries. We believe this is the most defensible and scalable segment because:

  • Attorneys are the legal decision-makers.
  • They control drafting, ethics, and compliance.
  • They own long-term client relationships.
  • They need workflow efficiency, not generic documents.

Our approach preserves attorney oversight while unlocking efficiency, consistency, and scale.

The majority of estate plans in the U.S. are drafted by solo and small-firm attorneys, yet this group has been historically underserved by both consumer platforms (too simplistic), and enterprise legal tech (too expensive and rigid).

By focusing on B2B for attorneys, EstateScribe:

  • Avoids competing on consumer marketing spend.
  • Builds long-term retention through workflow embedding.
  • Accrues proprietary drafting intelligence.
  • Aligns with ethical and regulatory requirements.

This creates a structurally defensible position that consumer-facing or advisor-centric platforms cannot easily replicate.

EstateScribe does not compete by replacing attorneys or bypassing them. We compete by making attorneys dramatically more effective, enabling them to serve more clients –including underserved middle-class families – while maintaining quality, compliance, and trust. A core principle of EstateScribe’s strategy is that attorneys must see us as partners, not threats. While the other verticals bypass the attorney entirely or reduce their role a post-hoc rubber stamp, we are intentionally designed to be the opposite.

Demo Video URL (if you have one)
N/A.

When was the company founded?
2025-01-01.

Where is the company located?
Jackson, Wyo.

Who is your target customer (small firm, large firm, law department, etc.)?
Small and solo estate-planning firms, boutique trusts and estates practices, and any attorney looking to scale without increasing staff overhead. Our platform is built for the 1–10 attorney firm where time savings, workflow efficiency, and document quality have an immediate and direct economic impact. However, we also see opportunity to address estate planning departments within larger firms to help increase the volume and capabilities in that specific niche.

What is the price of your product or service?
$350/month/seat (1 free paralegal, additional paralegal +100). Custom enterprise pricing for large firms.

Tell us more about your traction.
EstateScribe has secured pilot commitments from estate-planning firms in Wyoming and Texas – our initial rollout states – and has expanded into early interest from firms in Maryland and Kentucky. We recently secured a co-marketing agreement with 8am, providing us access to a broad distribution channel.

We presented on the Solutions Showcase stage at Legal Tech Connect NYC, have been invited to meet with the Wyoming State Bar Estate Planning Counsel, and attended The Legal Tech Fund Summit 2025. Multiple firms are in our onboarding pipeline as we prepare for a public launch. Our MVP has already demonstrated the ability to produce attorney-level estate plans in minutes, dramatically accelerating drafting and intake workflows, and is in use at our law firm.

Describe your plan for growing the company over the next five years.
In five years, EstateScribe will be the default drafting and workflow platform for estate-planning attorneys nationwide – trusted, embedded, and indispensable – while enabling firms to scale profitably and better serve the underserved middle-class market.

We believe technology should amplify attorney judgment, not replace it. EstateScribe is built on the premise that senior legal expertise remains essential, even as drafting, intake, and workflow become increasingly automated.

Our growth strategy follows a deliberate, credibility-first path:

1. Establish category leadership in standard to mid-complexity estate planning. We will initially dominate the $250,000–$15 million net-worth segment, where the majority of estate-planning demand exists and where inefficiencies most directly constrain firm growth. This segment offers the strongest combination of volume, repeatability, and immediate ROI for attorneys.

2. Expand upward without alienating the profession. Rather than positioning EstateScribe as “AI replacing lawyers,” we position it as infrastructure for modern estate-planning firms. As adoption grows, we will increasingly support higher-complexity practices by accelerating drafting, enforcing consistency, and reducing operational drag—without compromising attorney oversight.

3. Product expansion driven by real practitioner demand. Our V2 roadmap includes asset protection planning, complex irrevocable trusts, business formation services, probate automation, and related workflows. These expansions will be released incrementally, informed by real-world usage data and direct feedback from practicing attorneys—not speculative feature development.

4. State-by-state credibility, then national scale. We are launching in beachhead states (Wyoming and Texas), where our Chief Legal Officer is licensed and actively practices, ensuring product validity and practitioner trust. While the platform is architected for all 50 states, we will continue expanding through pilot firms in each jurisdiction to validate document quality and state-specific compliance. Our goal is nationwide availability by the end of 2026.

5. Relationship-led growth. Our core growth engine is user trust. EstateScribe was built directly out of an estate-planning practice, and we believe sustained adoption depends on deep practitioner alignment. As a result, our early scaling investments prioritize customer success and support. This approach ensures high retention, strong word-of-mouth growth, and a product that evolves alongside its users. We have unique insights from running an active estate planning practice and can sell to our customers better than anyone else. Our hope is for founder-led sales to get us established and growing exponentially until we can justify/it makes sense from a growth perspective to hire an outbound sales team.

By combining disciplined market entry, practitioner-driven product expansion, and a clear respect for the attorney’s role, EstateScribe is positioned to become the long-term infrastructure layer for estate-planning firms nationwide.

Have you received outside funding?
$250k in friends-and-family round in addition to reinvesting our law firm revenue into the company.

Describe any ways in which your company’s leadership and/or workforce are diverse.
We are a first-generation founding team operating out of rural markets in Wyoming and Idaho – areas traditionally underrepresented in legal tech innovation. Our leadership backgrounds span law, trust administration, engineering, and entrepreneurship. We work with distributed engineering talent, including individuals from underrepresented groups in software development and law.

Describe any ways in which your company contributes to a more diverse and inclusive legal tech community?
By equipping small and solo firms with advanced drafting tools, EstateScribe expands access to high-quality estate planning for middle-class families, rural communities, and underserved regions that often lack affordable estate planning services. Our software enables attorneys who serve diverse demographics to increase capacity and reduce costs.

We’re working on engagement with bar associations and are working with community-based practitioners to ensure that modern drafting tools are not limited to large or urban firms. Our goal is to democratize technology that historically required high overhead, expensive training, or large staff.

Anything else you’d like us to know?
EstateScribe was built because we lived the problem. As small business owners who learned to run and operate a law firm, we know how difficult, expensive, and time-consuming drafting and other manual workflows can be, and how deeply it affects access to estate planning nationwide. Our approach is not theoretical; it’s based on thousands of real client interactions.

We believe estate planning is one of the most impactful areas of law, yet one of the most underserved by modern technology. EstateScribe is bringing true innovation to this critical practice area at a time when demand is rising, and attorney capacity is shrinking.


Immediator

Company Name
Immediator Inc.

Elevator Pitch
Gut instinct, tradition, and billable hours currently drive the process in determining when to begin settlement negotiations in personal injury litigation. Immediator saves both sides time and money by applying data analytics to signal when settlement negotiations are likely to succeed. Developed by experts in law, data science, and insurance, Immediator is an AI-driven decision support tool that uses data, not speculation, to provide an objective method for evaluating optimal settlement timing.

What makes your company unique or innovative?
Litigation consumes time and money because decisions about when to negotiate settlement rely on instinct instead of statistical insight. Lawyers and insurers spend months debating when a case is ready to resolve, during which costs rise, reserves stay idle, and relationships strain under uncertainty. Immediator brings the discipline of data to the art of negotiation. Our neutral, AI-powered platform is the first of its kind because it provides an objective evidence-based measure of settlement readiness, a percentage we call PRISM (Probability of Imminent Settlement), helping both sides know when it’s a fruitful time to begin negotiation. Built by litigators, claims professionals, and data scientists, Immediator applies secure, legally engineered analysis that protects privilege, safeguards data, and delivers clarity professionals can act on confidently. The result is faster settlements, lower costs, and smarter decisions. Unlike systems that manage files or scrape data to create documents, and unlike human mediators who rely on intuition, Immediator defines a new category— settlement intelligence.

Immediator does the job of a human mediator. Unlike a human mediator who parachutes in after the close of discovery and the expenditure of massive amounts of litigation costs, Immediator goes to work even before the lawsuit is filed, comparing the parties’ alignment on key issues to signal when to begin settlement negotiations, even if the optimal time is before discovery closes.

What problem does your product solve?
There is no system that tells plaintiff lawyers and insurance companies the right moment to settle, so insurance defense lawyers end up controlling the timeline. Plaintiffs (and their lawyers) and insurance companies are aligned in their interest in keeping costs down and resolving cases sooner. Defense lawyers are paid by the hour. This misalignment of interests often leads to unnecessary delays, unnecessary litigation expenses, and 55% of claim dollars lost to transaction costs.

Immediator is the solution. Immediator uses data to detect the right moment for settlement and triggers direct negotiation between plaintiffs and insurers, preventing months of avoidable billable hours and other potentially unnecessary litigation expenses.

Who are your competitors?
Immediator has no direct competitors other than traditional human mediators. Most emerging legal tech platforms focus on facilitating communication or expediting document preparation, not determining settlement readiness. Immediator’s differentiation lies in using data science to model alignment and readiness objectively, while safeguarding confidentiality and neutrality. Immediator’s closest B2B SaaS competitors are Bot Mediation, EvenUp, Riskonnect, and Discover Docket. None of these tools offers neutral, data-driven predictive analysis of optimal settlement timing.

Demo Video URL (if you have one)
https://www.youtube.com/watch?v=Zngh4I7VEbs.

When was the company founded?
2025-06-27.

Where is the company located?
Savannah, Ga.

Who is your target customer (small firm, large firm, law department, etc.)?
Our target customers are liability insurers (and their adjusters) and personal injury (plaintiff) lawyers. The goal is to become the go-to platform for personal injury litigants by demonstrating time and cost savings for both sides.

What is the price of your product or service?
Immediator plans to charge an annual subscription fee per user and a separate charge per case/claim handled on the platform. The specific rates will be negotiated with the customers and subject to a specific user agreement.

The prices will begin small, in order to build our customer base, and increase over time as our platform’s value to customers grows. Customers will be offered bundles to reduce cost. We anticipate that our product will become sticky, which will provide us with opportunities to expand our pricing to match its value.

Tell us more about your traction.
Every plaintiff lawyer we have spoken with is interested in the tool and many have become angel investors. We have reached out to one major liability insurance company so far (a company everyone would recognize by name and immediately know their slogan), and that company has expressed great interest. We are working on a pilot project with them for beta testing, data partnership, and ultimately as a future customer. The product is not yet ready for customers, so we have not pursued sales opportunities. We are focusing our energy on finishing the product and working with our interested partners.

Describe your plan for growing the company over the next five years.
Immediator plans a land and expand strategy. Initially, we will work to grow our customer base by selling the benefits of the platform to liability insurers, because Immediator ultimately has the potential to save insurance companies as much as 40% on their litigation costs, including hourly attorney fees and expenses. Plaintiff attorneys will be invited to the platform by the insurance companies. We plan to reach out to plaintiff lawyers independently to demonstrate the benefits and neutrality of Immediator. We will provide white glove service and inexpensive pricing to our initial customers so as to show them the value the product can add to their bottom line. We plan to offer software integration with the litigation tools already utilized by our customers so that adoption can be seamless. We will allow direct, encrypted  communication and transmission of evidence and documents between the parties, with firewall protection preserving confidentiality and attorney-client privilege.

The end goal is to make the platform so universally used and sticky that litigants and insurers cannot afford not to use it.

Have you received outside funding?
Less than $1M in outside funding.

Describe any ways in which your company’s leadership and/or workforce are diverse.
Two of Immediator’s four founders are women, and one is a U.S. military veteran. Maury Argento, a former captain in the U.S. Army, will be our CEO, and she has also served as our head of product development. Dr. Jill Ferdinands, our chief data scientist, created the algorithm we call PRISM (Probability of Imminent Settlement), and she will lead the company as it refines its AI-driven model as more and more data are obtained and analyzed.

Describe any ways in which your company contributes to a more diverse and inclusive legal tech community?
The heart of Immediator is its neutrality. Rather than utilizing the good old boys’ network or defaulting to gut instinct, Immediator will be the first platform to bring hard science and numbers as the driving force behind the decision when to begin settlement negotiations. The vast majority of human mediators are men. Immediator was created by women to replace the old way of doing business with rationality, as opposed to emotion.

Anything else you’d like us to know?
Immediator was conceived by our co-founder, Jason Crawford. He represents catastrophically injured victims, and he has practiced for over 32 years. Over that time, he has watched his clients’ recoveries be consistently diminished because litigation is so expensive. His goal has always been to put more money in his clients’ pockets by being a good steward of their case expenses, and a dollar saved to a client is even better than a dollar added to the settlement because a percentage of the latter is shared with the plaintiff lawyer.  Reduced litigation spending makes a real difference in personal injury victims’ lives, but it also adds to the bottom line of the insurance companies. Understanding this fundamental alignment of interests ultimately led to the creation of Immediator.

It also helped that Jason was married to a Ph.D. who specializes in data science.


Lawdify

Company Name
Lawdify

Elevator Pitch
AI-native evidence analysis and claims preparation for construction disputes, akin to a  contractor-side equivalent of what EvenUp does for PI plaintiffs. A contractor drops project materials (contracts, emails, daily logs). Lawdify OCRs, parses and organises everything by parties, dates and issues (delays, variations) and generates a claim (or defence) pack with a fact-checked timeline, a structured claim/response, and flags for weaknesses in evidence.

What makes your company unique or innovative?
We are building the first AI-native collaboration platform purpose-built for construction and infrastructure disputes, designed to create a true network effect across the entire ecosystem: downstream users like law firms and expert witness firms, midstream claims consultants, and upstream in-house contractor teams.

What makes us different is that we have engineered Lawdify from day one to work for global projects. Founded in Singapore and now expanded into Hong Kong, Japan, Malaysia, the U.K., and Dubai (with the US next), we have continuously tuned the platform to handle two realities that break most legal tech at scale: the idiosyncrasies of evidence across jurisdictions and the complexity of working across languages.

At the core of the product is a dispute intelligence layer that turns project documentation into a living “Case Brain” of the contract: rights, obligations, and how they connect to change requests, time extension requests, and variations over the life of a project. Using graph and vector databases, we map and trace large volumes of evidence to claims, and track how the case narrative evolves over long time horizons. This gives teams a clearer, continuously updated view of what the contract says, what the evidence supports, and how the dispute is developing (across borders, languages, and stakeholders).

We are the only AI tool with an Excel add-on that connects directly to the “Case Brain” behind the matter allowing for fact-checking massive spreadsheets (such as project schedules, progress logs, cost trackers, and payment applications) against thousands underlying emails, reports, meeting minutes, and other project records.

What problem does your product solve?
Lawdify solves the problem of inefficient, adversarial construction dispute resolution. Contractors often lose time, money, and margin due to poorly organised evidence, unclear claims, and late-stage legal intervention. Disputes cost the industry over $80 billion annually and take 13-18 months to resolve on average, driven largely by incomplete records, unsubstantiated claims, and poor contract compliance. By replacing fragmented workflows and costly legal prep with an AI-native, claims-ready workspace, Lawdify cuts down dispute resolution time, reduces legal fees, and gives contractors a faster, fairer path to resolving or avoiding disputes entirely.

Who are your competitors?
(Somewhat) Direct competitors:

  • Aconex: project collaboration tool for managing construction documents and workflows during a live project. Mostly used as a DMS.
  • Procore: another construction DMS. Focus is document management system, not legal-claims-specific; lacks claims generation or AI litigation support.
  • nPlan AI schedule forecasting tool used by major infrastructure clients to identify delay risks in construction programmes. Differentiator: Focused on delay prediction, not evidence/claims drafting.
  • Nodes & Links: AI platform for analysing construction schedules and delay risks. Differentiator: Quant-focused; no document parsing or claims generation.
  • ClaimCracker (Australia). Helps subcontractors review construction contracts and identify risky clauses. Narrow scope (contract risk identification only).

Indirect competitors in eDiscovery (Relativity, Everlaw, Reveal, Luminance) but they usually stop at review and only relevant when a construction claim has become a full-blown dispute rather than focus on dispute prevention and pre-dispute management.

General copilots like MS Co-pilot, GPT Enterprise, Gemini Enterprise etc while they can draft claims given sufficient context, they are not really built to ingest and structure years of messy evidence.

Demo Video URL (if you have one)
https://youtu.be/4lsf-J_K4lc.

When was the company founded?
2023-09-09.

Where is the company located?
Singapore.

Who is your target customer (small firm, large firm, law department, etc.)?
Law firms with construction disputes practice, claims consultants, and contractors.

What is the price of your product or service?
From $10K/year to $100K/year depending on size of the team, volume of documents, and complexity of the workflows.

Tell us more about your traction.
Working with some of the largest law firms in Asia specialized in complex and high value construction disputes, claims consultants, expert witness firms, and construction contractors.

Describe your plan for growing the company over the next five years.
Year 1 (2025). We are growing Lawdify by tapping into disputes teams in Singapore, Hong Kong, Malaysia, and Japan that focus on high stakes disputes including construction.

Year 2 (2026). We expand across APAC with law firm’s construction disputes and expand by pulling in the rest of the ecosystem on each matter (claims consultants, expert witnesses, and law firms) as collaborators on the same structured record, creating a network effect and repeatable referrals. We start US expansion focusing on mid-tier contractors.

Year 3 (2027). We replicate this playbook to create the go-to platform for construction disputes with contractors based in the US that have global presence including in APAC.

Year 4-5. We become the default disputes infrastructure for construction matters by standardizing these workflows across firms and experts, and extending from claims preparation into full-stack dispute handling (from intake through tribunal-ready filings)

Have you received outside funding?
$1M – $5M in outside funding.

Describe any ways in which your company’s leadership and/or workforce are diverse.
Eliza Jiang (CEO & co-founder): Chinese descent (Guangzhou native, native Cantonese and Mandarin speaker), culturally Latina since I grew up in Panama (Panamanian national, fluent/native Spanish speaker). First generation Chinese immigrant to Panama, first one to attend university in the family with international student financial aid. First lawyer/professional in the family and paid law school with scholarships and student loans. Lived and worked in Toronto, Ottawa, New York, China, Hong Kong, Singapore. Hong Kong permanent resident.

Max Godoy (CTO & co-founder): Chilean national, grew up in the island of Chiloe in south of Chile, self taught coder and have been coding since 14. Trained as engineer and recruited by Singaporean aerospace engineering company. Lived in Asia, 2x startup founder of AI and blockchain analytics company.

Describe any ways in which your company contributes to a more diverse and inclusive legal tech community?
Lawdify contributes to a more diverse and inclusive legal tech community by expanding what “legal tech” serves and who it is built for. We are building from APAC outward for a global user base, not the other way around. That means supporting cross-border matters, multilingual evidence, and region-specific dispute processes so teams in markets that are often underserved by US-centric tools can still benefit from high-quality AI workflows.

We also focus on a part of the legal ecosystem that is frequently left out of innovation: construction and infrastructure disputes, where outcomes affect livelihoods, public works, and small-to-mid-sized contractors. By making evidence organization, fact-checking, and claims preparation faster and more accessible, we help smaller teams (including boutiques and lean in-house groups) operate with capabilities that previously required large headcount and expensive systems.

Finally, our collaboration approach brings together the full set of stakeholders on a matter (law firms, expert witnesses, claims consultants, and contractors) on a shared, structured record. That reduces information asymmetry and makes dispute work more transparent, consistent, and accessible across different teams, geographies, and working styles.

Anything else you’d like us to know?
We started a more general AI legal tech tool for disputes case preparation and have found a wedge and great use case in construction disputes, which is why we are doubling down on this industry.


LawFi

Company Name
LawFi, Inc.

Elevator Pitch
LawFi offers flexible and customized legal fee financing options, allowing clients to access legal services while paying the costs over time. LawFi’s legal fee financing platform combines financial technology, a proprietary loan origination system, and utilizes AI to assess market and court data to determine the optimal term and loan amount for each matter. LawFi can approve a legal fee loan in minutes, not days or weeks. Now, lawyers can offer clients a better way to pay for legal services.

What makes your company unique or innovative?
LawFi is not a litigation funding provider investing in high-stakes contingency legal cases. LawFi is the first installment loan product specifically designed to finance legal service fees. Our proprietary AI-driven decision engine uses alternative data (employment, income, cash flow) to approve more clients, not just those with prime credit. We enable law firms to embed financing directly into their workflows, depositing funds directly into client trust accounts, transforming legal payments, and providing access to justice.

What problem does your product solve?
LawFi helps address the access-to-justice gap by enabling the 166 million Americans living paycheck to paycheck to afford legal representation. We remove financial barriers for clients who are either unable to pay upfront fees or prefer to finance their legal services, while ensuring that lawyers receive payment upfront. This approach increases the number of clients served and reduces receivables.

Who are your competitors?
Competitors include credit card companies, Buy-Now-Pay-Later (BNPL) providers, and general personal loan platforms. However, these traditional loan options are not tailored or customized for legal services. They do not underwrite the legal matter being financed, and often have higher costs, lower approval rates, and less flexible terms for legal matters.

We differentiate ourselves from BNPL solutions targeting the legal market because (i) LawFi is the lender and underwriter; we are not simply a lead pass-through to a thrid-party BNPL underwriter or lender; (ii) Our technology enables us to approve a significantly higher percentage of applicants than BNPL solutions, by using open banking technology and cash flow underwriting allowing us to evaluate the ability to repay based on a broader range of factors; (iii) Our proprietary algorithms underwrite the legal matter being financed to establish what a matter should cost and the proper repayment terms based on the type of dispute, jurisdiction, market and court data; (iv) We provide law firms with an advanced platform and embedded finance tools and resources to quickly and easily add financing to their payment options; (v) LawFi has developed the first fully functional and bar complaint legal fee financing platform, not just a link found in a payment processor platform payout page; and (vi) Unlike a BNPL solution, LawFi has developed the first fully compliant refund policies that do not claw back fees or loan proceeds from law firms.

Demo Video URL (if you have one)
https://bit.ly/lawfi_demo,  Password: LegalFintech.

When was the company founded?
2021-11-08.

Where is the company located?
LawFi is a remotely operated company with headquarters located in Jacksonville, Fla.

Who is your target customer (small firm, large firm, law department, etc.)?
LawFi customers include lawyers, law firms, and their clients (borrowers). LawFi can target the full spectrum of lawyers and law firms, from sole practitioners to large law firms. Our initial focus is on small to mid-sized law firms, solo practitioners, and their clients. We are targeting firms focused on serving the needs of individual consumers and small business owners, making loans for services in practice areas such as family law, trusts & estates, civil litigation, and other consumer-facing areas, as well as business law, transactions, and commercial litigation.

What is the price of your product or service?
LawFi legal merchant accounts are free to lawyers and law firms. We do not charge any set-up, implementation, or other subscription fees. Like other credit card networks, lenders, or BNPL financing options, LawFi only charges its law firm clients a Merchant Discount Rate (“MDR” or “financing fee”) on the total loan amount for the matters we finance after the firm has approved and accepted the financing and confirmed receipt of the funds in their account. Our fees range from 7.5% to 15% of the loan amount. Borrowers pay a fixed interest rate (significantly lower than other financing options) and a 2% loan origination fee, which is added to the loan amount and paid over the term of the loan.

Tell us more about your traction.
LawFi launched its platform in June 2025 at the 75th Annual Florida Bar Convention. We have developed a growing waitlist and have partnered with Cordell & Cordell, the nation’s largest family law firm, and others to offer our legal fee loans in a limited Florida rollout. We plan to expand the rollout across the entire state of Florida to complete our pilot program and then expand across the country.

Describe your plan for growing the company over the next five years.
LawFi plans to scale nationwide by partnering with bank sponsors, credit unions, law firms, bar associations, legal payment processors, and other legal technology providers to expand its digital lending platform and AI-driven underwriting capabilities. We will continuously enhance our technology, broaden our network, and develop new products to support access to justice for millions of Americans.

Have you received outside funding?
Yes, LawFi has been capitalized to date by founders, friends, and family (angels), raising $3M in cash and significant non-cash contributions from team members. We are currently negotiating three term sheets for our first seed credit facility of $25 million, with an accordion feature to $150 million, to support our Florida pilot program. Additionally, we are preparing to launch our first institutional equity offering for between $5M and $10M.

Describe any ways in which your company’s leadership and/or workforce are diverse.
LawFi’s leadership team comprises professionals from diverse backgrounds in legal, finance, technology, compliance, and operations, with experience spanning major fintech firms, law firms, and financial institutions. We emphasize building strong, inclusive, and equitable teams. Our current team includes minorities and women.

Describe any ways in which your company contributes to a more diverse and inclusive legal tech community?
LawFi’s mission is to make legal services financially accessible to all, especially middle-class Americans and those who are underserved. By bridging the Access to Justice Gap, we empower diverse communities to obtain legal representation.

Anything else you’d like us to know?
LawFi is the inventor of the Legal Fee Loan and the only company offering a proprietary legal fee lending platform purpose-built for the legal industry. Our technology is designed to transform the way legal services are paid for and accessed, ensuring that everyone can obtain legal services regardless of their financial situation.


LawQi Global

Company Name
LawQi

Elevator Pitch
The AI transformation is underway. It is undeniable, and its impact will be enormous. The firms, bar associations and legal workplaces that develop the legal professionals who drive the transformation will thrive. The ones that hesitate will be stuck wondering how it all changed so fast.

LawQi delivers what most AI training can’t: true literacy, foundational competency, and actual behavior change. Affordably scalable for any organization, it equips the people who power competitive advantage.

What makes your company unique or innovative?
LawQi is where lawyers use AI to learn AI. Legal professionals build real competency through real work, not passive lectures or demonstrations. LawQi builds real AI competency.

The first innovative differentiator is the learning method itself. The platform serves as both personal AI tutor and experimental workspace, where users master prompting techniques, test capabilities, and analyze documents in real-time through interactive discovery. This builds transferable skill and valuable AI understanding and intuition that works across any AI platform.

Comprehensive modules cover AI fundamentals, advanced techniques, the tools landscape, and critical professional topics including liability and insurance coverage. Users navigate content at their own pace, and each lesson incorporates hands-on experimentation with immediate feedback to lock in and extend the learning. Core course material is supplemented by 100+ topic explainers in LawQi’s memory, drawn on to support answers and presented as clickable citation links when relevant to a learner’s conversation with the AI tutor.

Our approach sidesteps the biggest pitfalls in AI training:

  • We don’t produce dangerous beginners confident they understand AI when they don’t.
  • We don’t leave people with tools they can’t use effectively.
  • We don’t direct budgets to activities that produce certificates instead of skill changes.

LawQi delivers true AI literacy, foundational competency, and actual behavior change.

The second innovative differentiator is the delivery model. A fully-managed, turn-key solution for bar associations, law firms and other organizations. Whether supporting larger initiatives or serving as the complete program for organizations lacking training infrastructure, LawQi scales to create true AI literacy, foundational competency, and actual behavior change organization-wide.

For lawyers in small firms, bar associations are the institutions legal professionals trust above even their firms to prepare them for an AI-powered future. However, smaller bar associations lack the time and funding to prepare their members for the AI transformation, and larger bar associations lack the capacity for dynamic delivery, timely content creation and agile platform integration of emerging models.

Among firms, smaller and many mid-size firms lack dedicated training staff. Meanwhile larger firms implementing specialized tools are too stretched to provide foundational training for their broader workforce. Whether supplementing larger initiatives within a firm or serving as the complete program for organizations lacking training infrastructure, LawQi scales to create true AI literacy, foundational competency, and actual behavior change organization-wide.

The third innovative differentiator is the price. We price as low as $1 per member per year for bar associations and as low as $1 per FTE per month for law firms for organizations engaging our global platform (some conditions apply). Private instances, including the ability to incorporate the bar or firm’s learning materials and capable of customization to their priorities, are also available.

The final innovative differentiator is our foundation. We built LawQi as the evolution of our experience developing and supporting the “AI Academy” programs of the Ontario Bar Association and Canadian Bar Association. Our technology partnership with Praxis AI means we deliver our programming on award-winning platforms that are battle-tested across major universities and enterprises – a leading-edge stack that combines pedagogical excellence with enterprise-grade security and scalability, from an organization profiled by Anthropic and described by them as “leading the AI revolution in education.”

Our foundation speaks to our ability to immediately accommodate ALL associations and firms recognizing the AI transformation now underway and the urgency of equipping the people who power their capacity to meet the moment.

What problem does your product solve?
Poor AI literacy and competency among lawyers is now an industry-scale problem, and it calls for an industry-scale response. LawQi is the only provider immediately capable of delivering baseline AI training at an industry scale.

No amount of webinars, pilots or even firm-wide rollouts of legal AI products changes the fact that the rate of AI advancement means that all facets of legal knowledge work and practice will be impacted in unknown and unknowable ways throughout 2026 and beyond. While some lawyers, firms and legal organizations are at the vanguard, most are at the starting line, unaware that a race has even begun.

We have an urgent, mass-education need and a dawning realization that our traditional thinking and approaches to technology training takes us in the wrong direction when it comes to AI.

I’d go so far as to say that lawyers in particular have at most 12 months left to develop a holistic understanding of generative AI in the context of what it means for the practice of law and administration of justice before the window closes for good. That’s how fast AI is evolving. If we don’t act, we risk the majority of our AI learning opportunities being reduced to those focused on operating systems we didn’t design, managing processes we don’t understand, in a transformation we never guided.

It doesn’t have to be that way.

The ultimate trajectory will be of our own making, but our collective ability to guide the transformation means we need a critical mass with baseline understanding of how AI works now. We don’t have that baseline yet because legal AI advancement, innovation and adoption has been sparse, diffuse, and either seen as optional or for the foolhardy. Our institutions (firms, bar associations, courts and legal departments of all sorts) haven’t embraced meaningful full-firm, full-bar or full-org AI training to build that baseline. Indeed, before LawQi, it wasn’t even an option.

It is now.

Who are your competitors?
All CLE providers, whether private, bar affiliated, non-profit or commercial, and whether targeting individuals, firms or bar associations.

Demo Video URL (if you have one)
https://youtu.be/6uDpwAgxBqE.

When was the company founded?
2025-05-06.

Where is the company located?
Ottawa, Ontario.

Who is your target customer (small firm, large firm, law department, etc.)?
Bar associations (or similar) of any size (from small county to the largest state bars), firms and legal organizations of 50 FTE (all roles) or larger.

Our offering is scalable to organizations of any size.

What is the price of your product or service?
We price as low as $1 per member per year for bar associations and as low as $1 per FTE per month for law firms for organizations engaging our global platform (some conditions apply). Private instances, including the ability to incorporate the bar or firm’s learning materials and capable of customization to their priorities, are also available at higher price points.

Tell us more about your traction.
The first iteration developed for the benefit of the 16,000 member Ontario Bar Association (OBA) came in November 2024. Launched in beta as the “AI Academy,” it was conceived by Colin Lachance, then holding an appointment as the OBA Innovator-in-Residence, with a dual purpose of fulfilling his mandate to AI education for the OBA and for evaluating the potential of this particular learning approach. Following a content update and learning path refresh, its popularity among Ontario lawyers grew, as did demand from other Canadian jurisdictions for access. In July 2025, the 40,000 member Canadian Bar Association contracted with LawQi (the newly incorporated business that assumed management of the OBA AI Academy and now provides the distinct LawQi Global platform) to roll out the CBA AI Academy nationally (including assuming OBA’s financial responsibility for Ontario beyond the term of the prior arrangement). Throug the CBA, the AI Academy has been accredited for 2.75 hours of Ethics/Professionalism and 0.25 of substantive law.

The commercial version of LawQi outside the ambit of the CBA relationship took shape over the early fall, with successful beta testing across multiple customer groups, and the go-to-market content and platform experience were finalized in early November 2025. Clients in pilots or anticipated to onboard in January/February 2025 include: placements at two national and three large regional law firms with a combined FTE of 4,000), state-wide availability to over 1500 team members across 50+ legal aid offices, roll-outs to teams of 50-100 of three different pro bono organizations in three different jurisdictions. Several other active client conversations likely to result in pilots or launches by the end of February include three state bars, two county bars, three trial lawyers associations and one legal insurance company (for the benefit of its insured attorneys). In addition, LawQi will be placed at no-charge in at least 3 law school classes.

Describe your plan for growing the company over the next five years.
Our goal for 2026 is to serve as many lawyers as we can. In a recent “Lawyers who Learn” Lawline podcast, we talked about upskilling 100,000 attorneys by 2030, but we are confident that we can (and must) go well beyond that in just 2026 to build the baseline competency we believe the profession needs. That is our sole priority for 2026 and we will keep our offering and price points in line with that focus.

Beyond 2026, consistent and vocal user feedback from among our AI Academy and LawQi base highlights the high demand for experiential training in other aspects of attorney work. Our relationship with Praxis AI also reveals a number of promising avenues for ultra-personalized learning, professional development and even practice activities. We will closely monitor user feedback as it relates to demand for those services and plan for product expansion beyond AI training in 2027.

Have you received outside funding?
No outside funding.

Describe any ways in which your company’s leadership and/or workforce are diverse.
N/A.

Describe any ways in which your company contributes to a more diverse and inclusive legal tech community?
LawQi advances inclusion by partnering with bar associations – the institutions serving the entire legal profession, not just elite firms. Similarly, we also prioritize support of legal aid, pro bono and not-profit organizations through pricing our offerings to them at bar associations rather than law firm levels.

Our bar association pricing – as low as $1 per member per year – makes professional-grade training accessible regardless of practice setting or resources. Solo practitioners, small firm lawyers, legal aid attorneys, and underserved communities access the same quality training as large corporate firms through their bar membership. This prevents a divide where only well-resourced organizations develop AI competencies while others fall behind.

Bar associations serve diverse memberships across practice areas, geographic locations, and career stages. By empowering these trusted institutions to lead their members through the AI transformation, LawQi reaches the full spectrum of legal practice—from rural solo practitioners to urban specialists, from new lawyers to experienced practitioners transitioning to new technologies.

The platform’s self-directed design accommodates diverse learning styles, experience levels, and schedules. Professionals navigate modules on fundamentals, advanced techniques, tools landscape, and critical professional topics at their own pace, removing one-size-fits-all constraints disadvantaging learners with different backgrounds or time availability.

The embedded AI assistant provides personalized support, meeting users where they are rather than assuming baseline technical literacy. Legal professionals from non-technical backgrounds, different generations, or varied educational experiences all develop essential competencies—from prompting techniques to understanding liability implications—ensuring the entire legal community can participate in shaping the AI transformation of law.

Anything else you’d like us to know?
Colin Lachance is a past ABA TECHSHOW Startup Alley finalists (2023 – Jurisage, co-founder and former CEO), a 2025 American Legal Technology Awards runner-up (in the individual category for his work supporting legal community AI literacy and competency), a 2014 ABA Journal Legal Rebel, a 2014 “Canadian Lawyer Magazine Top 25 Most Influential Lawyer” winner, and a 2013 Fastcase50 innovator awardee. Prior roles include interim GM for North America, vLex (2018 to 2020) and CEO, CanLII (2011 to 2015). In the past 2 years Colin has been a speaker, panellist, host or guest at over 100 events connected to legal AI and innovation topics, and he has been consultant to many legal organizations on AI and innovation topics. Finally, licensed to practice in both Ontario and Alberta, he stays connected to the reality of practice as part-time innovation counsel to Donna Purcell QC Law, a small personal injury firm in Red Deer, Alberta.


LegalBridge

Company Name
LegalBridge

Elevator Pitch
LegalBridge is AI-powered case management built exclusively for immigration law firms. We automate the entire visa workflow: document categorization, cover letter drafting, recommendation letters, exhibit generation, form filling, client portals, case tracking, invoicing, and final export. Attorneys cut case prep time by 60% while doubling client capacity. Serving 70+ U.S. law firms, from solo practitioners to 20-attorney practices.

What makes your company unique or innovative?
LegalBridge is the only immigration case management platform with native AI across every workflow stage.

Five core innovations set us apart:

  • First, intelligent document processing. Attorneys upload files and our AI automatically categorizes them by visa type, identifies missing evidence, and flags inconsistencies. No manual sorting required.
  • Second, AI-powered drafting. We generate cover letters, legal briefs, and recommendation letters tailored to specific visa categories. Attorneys edit and refine rather than starting from scratch. This transforms hours of writing into minutes of review.
  • Third, conversational document intelligence. Attorneys can ask questions across an entire case file. “What evidence supports extraordinary ability in criterion three?” The system surfaces relevant documents and synthesizes answers instantly.
  • Fourth, end-to-end practice management. Drag-and-drop exhibit list generation, one-click invoicing, one-click retainer generation, case status tracking, and polished final exports. Everything attorneys need without switching between systems.
  • Fifth, Client Collaboration – Dedicated portals replace email chaos. Immigrants, employers, and recommenders upload documents, answer questionnaires, and communicate in one place. Email-based questionnaires flow directly into form filling.

Unlike legacy platforms that digitize paper workflows, LegalBridge reimagines them. We built for AI-first, not AI-added.

What problem does your product solve?
Immigration attorneys face a crushing operational burden. Preparing a single O-1A or EB-1A case requires organizing hundreds of documents, drafting 20-page cover letters, generating dozens of exhibit labels, filling government forms, and coordinating with clients, employers, and recommenders across time zones.

Most firms rely on outdated software designed before modern AI existed. The result: paralegals spend 15+ hours per case on manual document organization. Attorneys write the same cover letter sections repeatedly. Client communications scatter across email, text, and phone calls. Form errors cause RFEs that delay approvals by months.
LegalBridge solves this by consolidating every immigration workflow into one AI-powered platform.

Document uploads auto-categorize. Drafts generate from templates trained on successful filings. Client portals centralize communication and document collection. Questionnaires pre-populate government forms. Exhibit lists generate and reorder with drag-and-drop.
The outcome: attorneys handle 2x the caseload without adding headcount, case preparation time drops by 60%, and RFE rates decrease through AI-driven consistency checks.

Who are your competitors?
Our competitors include INS Zoom, Docketwise, Cerenade and E-Immigration.

Demo Video URL (if you have one)
https://youtu.be/RG2UySU8K5k?si=l8nL4qzz9I276XBT.

When was the company founded?
2023-11-03.

Where is the company located?
San Francisco, Calif.

Who is your target customer (small firm, large firm, law department, etc.)?
Both small and large firms.

What is the price of your product or service?
$5,000/year to $35,000/year.

Tell us more about your traction
LegalBridge serves 70+ immigration law firms across the United States, from solo practitioners to 20-attorney practices.

We launched after selection to the AILA Innovation Summit. Growth has been entirely organic through word-of-mouth and conference presence.

Key metrics:

  • 21-50 paying customers.
  • 100-1000 active users.
  • Annual contracts: $5,000 to $35,000.
  • 2025 revenue under $1M with consistent growth.
  • Zero outside funding; bootstrapped and profitable.

Customer retention is strong because LegalBridge delivers measurable results. Firms report 60% faster case preparation, streamlined client communication through collaboration portals, and significant time savings from AI drafting, automated form filling, and one-click invoicing. Attorneys tell us they finally have everything in one place.

Describe your plan for growing the company over the next five years.
Phase 1: Deepen US market penetration. Expand from 70 to 500+ law firms through AILA partnerships, conference presence, and referral programs. Continue enhancing AI drafting quality, document chat capabilities, and form filling accuracy based on customer feedback.

Phase 2: Expand visa coverage and enterprise features. Add family-based immigration, naturalization, and removal defense support. Launch enterprise tiers for Am Law 200 firms and corporate immigration departments with advanced case tracking, team collaboration, and reporting dashboards.

Phase 3: International expansion. Adapt LegalBridge for Canadian, UK, and EU immigration markets. The document-intensive, compliance-heavy nature of immigration law translates across jurisdictions.

Phase 4: Platform ecosystem. Open APIs for integration with practice management, HRIS, and government filing systems. Build template marketplace. Expand AI capabilities to predict case outcomes and recommend evidence strategies.

Target: $10M+ ARR, 2,000+ law firms globally.

Have you received outside funding?
No outside funding.

Describe any ways in which your company’s leadership and/or workforce are diverse.
LegalBridge is founded and led by immigrants. Our leadership team represents India’s technology and startup ecosystem, bringing firsthand understanding of the immigration challenges we solve. The company includes team members from multiple backgrounds, gender identities, and regions across India and the U.S. Diversity is embedded into our lived experience and our product vision immigration is our founders’ personal story, not just a market opportunity.

Describe any ways in which your company contributes to a more diverse and inclusive legal tech community?
LegalBridge actively supports the immigrant founder and legal tech communities from diverse background through several initiatives:

We host events for our community of 20,000+ immigrant founders and professionals, creating networking opportunities and sharing immigration knowledge freely. These events connect entrepreneurs navigating their own visa journeys with attorneys who can help.

Our pricing structure democratizes access to advanced technology. Solo practitioners and small firms pay $5,000/year, receiving the same AI capabilities that larger firms access. This ensures immigration attorneys serving underrepresented communities can compete with well-resourced practices.

We partner with immigration attorneys who serve asylum seekers, DACA recipients, and other vulnerable populations, offering discounted access to ensure technology reaches those handling the most critical cases.

As immigrant founders building for immigration law, we are committed to ensuring this practice area, which directly shapes who gets to participate in American society, has access to the best possible technology.

Anything else you’d like us to know?
LegalBridge exists because three immigrants decided the system that shaped their lives deserved better technology.

We built every feature immigration attorneys actually need: AI document categorization, document chat, client collaboration portals, AI-drafted cover letters and recommendation letters, drag-and-drop exhibit lists, email questionnaires, automated form filling, final export, case status tracking, one-click invoicing, and one-click retainer generation. One platform. No juggling systems.

We bootstrapped without outside funding because we wanted to build for customers, not investors. Every feature exists because an immigration attorney told us they needed it.
The immigration legal market remains underserved. Legacy vendors carry decades of technical debt. New entrants bolt AI onto old architectures. LegalBridge is AI-native from day one.

We are profitable, growing, and obsessed with making immigration attorneys more effective. TECHSHOW recognition would accelerate our mission and introduce LegalBridge to firms still struggling with fragmented, outdated tools.

We would be honored to demonstrate how AI transforms immigration law practice.


Litmas AI

Company Name
Litmas Inc.

Elevator Pitch
Litmas is an AI powered tool designed specifically for litigation attorneys that digitizes the workflows litigators use to move a case through the litigation process, in one unified platform. Litmas AI enables attorneys to responsibly draft motions, pleadings, discovery documents, organize evidence and conduct in-context verifiable case law research. This combination of AI enhanced workflows results in substantial time savings and greater accuracy and visibility.

What makes your company unique or innovative?
Litmas AI is built for litigation, not general legal work. It connects facts, evidence, and case law into one drafting workflow instead of producing free form AI text. Every result is thoroughly traceable to source documents and cited authority, so attorneys can verify accuracy instantly. This makes Litmas usable in real litigations, where mistakes and hallucinated citations are unacceptable.

What problem does your product solve?
Litigation work is slow and manual. Attorneys repeatedly draft similar motions, pull facts from scattered documents, and double check research under deadline pressure. Generic AI tools make this worse by hallucinating case law and forcing lawyers to verify every single output. Litmas solves this by connecting facts, evidence, and precedent into a single workflow, reducing drafting time while maintaining professional reliability.

Who are your competitors?
Our competitors include traditional legal research platforms such as Westlaw and Lexis, AI assisted drafting tools, and newer AI legal assistants such as Spellbook or Clearbrief. These products either focus primarily on research, provide general AI chat experiences, or address isolated drafting tasks. Litmas differs by combining motion drafting, evidence organization, and case law application into a single litigation focused workflow. with fully sourced outputs designed for use in active cases.

Demo Video URL (if you have one)
https://litmas.ai/video-overview/.

When was the company founded?
2025-07-14.

Where is the company located?
Wilmington, Del.

Who is your target customer (small firm, large firm, law department, etc.)?
Our primary target customers are small and mid-sized firms.

What is the price of your product or service?
Firms can use Litmas on a per-case basis starting at $125 per case per month or choose unlimited access plans at $999 per attorney per month. Enterprise pricing is available for larger firms.

Tell us more about your traction.
Litmas launched on Oct. 15, 2025, and has signed contracts with 45 law firms. Litmas AI’s MRR is approximately $18,000 after only two months of activity. We have a mix of contingency firms and hourly billing customers. Demand is driven primarily through inbound marketing, with strong early engagement from power users who rely on Litmas AI for active cases. Litmas AI is deep in talks with several AM 100 firms for piloting the platform.

Describe your plan for growing the company over the next five years.
Litmas AI is currently live in all 50 states. Over the coming years, Litmas AI will deepen its existing coverage by extending its library of litigation documents and improving its proprietary motion drafting and evidence mapping workflows.

Have you received outside funding?
Less than $1M in outside funding.

Describe any ways in which your company’s leadership and/or workforce are diverse.
Litmas is built by a globally distributed team with diverse professional and cultural backgrounds. Our team includes former litigators, appellate attorneys, AI researchers, and engineers based across multiple regions and countries.

Describe any ways in which your company contributes to a more diverse and inclusive legal tech community?
Litmas AI gives smaller firms and contingency based practices access to advanced litigation technology that has traditionally been available only to large firms.

Anything else you’d like us to know?
Litmas was built based on practicing litigators input and logic every step of the way and is used daily on real life litigation cases throughout the country, today.


PowerPatent

Company Name
PowerPatent Inc.

Elevator Pitch
PowerPatent is an AI co‑pilot for patent lawyers that turns invention disclosures and drawings into near‑ready patent applications in minutes. It automates first drafts, checks consistency between claims, spec, and figures, and flags patentability risks so firms can file stronger patents faster, increase flat‑fee margins, and free attorneys to focus on strategy, not slog work.

What makes your company unique or innovative?
PowerPatent is unique because it combines a highly automated, “full‑spec in minutes” drafting engine with built‑in diagnostics that continuously check quality, consistency, and patentability while you work.​

End‑to‑end AI drafting co‑pilot. Unlike tools that only help with snippets or templates, PowerPatent can generate background, summary, detailed description, and even claims from disclosures, figures, and part lists in a single, guided flow.​

The system is designed so attorneys start from an almost complete draft, then refine and strategize, instead of building the application from scratch.​

Embedded quality and risk checks. PowerPatent layers in AI‑powered consistency checks, functional‑claim analysis, and automated cross‑referencing between claims, spec, and drawings to catch gaps and ambiguities that weaken enforceability.​

It also uses prior‑art and Section 103 conflict prediction signals to highlight potential patentability issues early, making the drafting process more strategic, not just faster.​

Workflow and ecosystem integration. The platform integrates drafting, review, docketing, and USPTO Private PAIR connectivity, so firms do not have to juggle separate tools for composition, checking, and prosecution.​

Cloud collaboration features let inventors and attorneys co‑develop drafts, with AI suggesting additional embodiments and variations to broaden protection and reduce design‑around risk.​

What problem does your product solve?
PowerPatent solves the problem that patent drafting and prosecution work in law firms is slow, labor-intensive, and margin‑compressed, by automating first‑draft generation and routine prosecution tasks so attorneys can spend more time on strategy and client counseling.​

Core problems for law firms

Traditional patent drafting requires many hours of manual background, claim, and detailed description drafting per case, limiting throughput and making flat or capped fee work less profitable.​

Attorneys and staff lose time to repetitive tasks such as reusing boilerplate, aligning specs and drawings, and ensuring formality compliance across multiple jurisdictions, which increases turnaround time and risk of error.​

How PowerPatent addresses them

For drafting, PowerPatent’s AI co‑pilot turns an attorney’s input (claims, invention summary, drawings/part lists) into a comprehensive first draft in minutes, including background and detailed description sections aligned with the figures.​

For prosecution, PowerPatent supports the full patent lifecycle by first turning raw invention disclosures into high‑quality, consistent applications that are easier to prosecute efficiently and strategically. During prosecution, it tracks office actions, automates responses, and surfaces metrics so teams can control cost and maximize term and portfolio strength. Once assets are granted, the platform helps map patents to products and markets, inform valuation and monetization strategies, and then periodically flag low‑value or non‑core assets for pruning using portfolio views and AI‑driven keep‑vs‑drop analysis.​

The system analyzes large patent datasets to propose accurate, guideline‑compliant language and structure, reducing drafting errors and downstream prosecution rework while allowing lawyers to focus on tailoring claims and legal strategy.​

Impact on law‑firm economics

By compressing drafting time and automating low‑value steps, firms can increase associate productivity, handle more matters per attorney, and make fixed‑fee patent work more scalable and profitable.​

Cloud collaboration and workflow features let distributed teams and outside counsel iterate on drafts faster, improving responsiveness to clients and shortening time to filing without adding headcount.​

Who are your competitors?
PowerPatent competes in the AI patent‑drafting/prosecution‑support space with a large and fast‑growing field of tools.​

Direct AI drafting competitors: DeepIP (formerly Davinci)​, Rowan Patents​, Dolcera IP Author​, ClaimMaster (AI‑assisted drafting and proofreading)​, Qatent​​, IP Author/IP Author.ai, Patently Create​, ipagent.ai​, PatentGPT​, XLSCOUT Drafting LLM​, Paximal​, Added Matter​.

Broader AI patent tool ecosystem: Solve Intelligence (drafting + workflow)​, Black Hills AI​, Edge (disclosure + drafting)​, PatentBots (review, analytics, statistics)​, NLPatent/similar AI prior‑art tools listed in reviews​.

Demo Video URL (if you have one)
https://www.youtube.com/watch?v=vFrDI8msJ8w.

When was the company founded?
2024-01-02.

Where is the company located?
Silicon Valley.

Who is your target customer (small firm, large firm, law department, etc.)?
Small firms and law departments.

What is the price of your product or service?
Pricing starts at $499/month/user. For enterprise price please call 669-2323440

Tell us more about your traction.
Law‑firm and investor traction: PatentPC uses PowerPatent to streamline drafting and prosecution on active client matters, validating that the workflows support sophisticated U.S. practice and flat‑fee economics.​

Tran.vc applies PowerPatent across a growing portfolio of AI, robotics, and deep‑tech startups, demonstrating scalability from single cases to multi‑asset portfolios.​

Inventiv channels early‑stage founders into the platform, showing that it can compress time from disclosure to filing and support monetization‑driven IP decisions.​

In‑house corporate traction. Cisbay, Micronoc, Monolithic 3D, and IntraAction use PowerPatent in‑house to draft, refine, and manage patent filings more efficiently than with outside counsel alone, using automation to cut cost while maintaining attorney‑level quality.​

These internal deployments show that the platform works not only for law firms but also for lean corporate IP teams that need repeatable workflows for drafting, prosecution metrics, and portfolio pruning.

Describe your plan for growing the company over the next five years.
PowerPatent plans to grow over the next five years by deepening product capabilities across the patent lifecycle, expanding into more practice settings (firms, in‑house, and government), and building a partner ecosystem that drives distribution and data advantages.​

Product expansion. PowerPatent will evolve from “AI drafting co‑pilot” into a full lifecycle platform covering invention capture, drafting, prosecution analytics, portfolio valuation, monetization, and pruning. The roadmap emphasizes more domain‑specialized AI models, richer automation for office‑action responses, and tools that tie patents directly to products, revenue, and risk so legal teams can make board‑level decisions from within the product.​

Go‑to‑market and customer segments. Growth will focus on three core segments: patent boutiques and mid‑size firms doing flat‑fee work; in‑house teams at IP‑intensive startups and growth companies; and eventually larger enterprises and public‑sector organizations that need scalable IP workflows. Channels will include direct sales to firms, partnerships with VC funds and incubators (leveraging Tran.vc and similar relationships), and integrations with existing IP management and docketing systems to reduce switching friction.​

Data, ecosystem, and defensibility. Over five years, PowerPatent aims to compound its data advantage by learning from anonymized drafting and prosecution outcomes to continuously improve drafting quality, claim strategy suggestions, and keep‑vs‑drop recommendations. The company will also pursue alliances with search, analytics, and IP valuation providers, positioning PowerPatent as the drafting and decision‑making layer that sits on top of the broader patent data ecosystem.​

Have you received outside funding?
No outside funding.

Describe any ways in which your company’s leadership and/or workforce are diverse.
PowerPatent is led and staffed mainly by minorities, with a founding and core team that is Asian and African Americans, bringing perspectives that are historically underrepresented in both legal tech and the patent profession. This diversity shows up not only in ethnicity, but also in career background, combining patent attorneys, engineers, and entrepreneurs who have navigated immigration, first‑generation professional, and cross‑border innovation ecosystems.

Describe any ways in which your company contributes to a more diverse and inclusive legal tech community?
PowerPatent contributes to a more diverse and inclusive legal tech community by putting minority founders, inventors, and patent attorneys at the center of its product and ecosystem. The company is led and staffed entirely by minorities (Asian and African), and it actively mentors and trains underrepresented founders, students, and junior practitioners on how to use AI to access high‑quality patent protection without needing a large‑firm budget. PowerPatent also collaborates with minority‑owned firms, diverse startup ecosystems, and global technical communities, ensuring that voices from outside the traditional AmLaw and BigTech corridors help shape how AI is applied to patents and IP strategy.

Anything else you’d like us to know?
PowerPatent is built by practicing patent attorneys and engineers who live the daily realities of drafting, prosecution, and portfolio strategy, so the product is grounded in real‑world workflow and ethics rather than hype. The team is already embedded in the legal community through teaching, mentoring founders, and speaking on AI and patents, and views ABA TECHSHOW as a long‑term partnership opportunity to help solo, small, and mid‑size firms safely adopt generative AI. PowerPatent is committed to transparent, human‑in‑the‑loop use of AI, clear data‑handling practices, and continuous feedback from practitioners so that automation strengthens, rather than erodes, professional judgment and access to high‑quality patent representation.


SayWell

Company Name
SayWell

Elevator Pitch
We are the lowest friction co-parenting communication solution – working directly in client’s text messaging to moderate content and create court-ready documentation. No app. No logging in to send messages. No drama.

What makes your company unique or innovative?

  • Our AI-based solution works directly in co-parents text message threads – no apps to download, no friction to send and receive messages.
  • We block inflammatory content so the arguments are fewer and the focus stays on the kids.
  • We use the latest AI to provide enhanced search capabilities such as conceptual searches.

What problem does your product solve?
SayWell eliminates the visibility challenges that come from co-parents texting instead of using their prescribed communication tool. Co-parents get to use their natural communication mode, you get to visibility and ai-powered searchabilty of clients text messages. Configurable ai-powered moderation logic can be enabled to reduce emotional squabbles and keep conversation focused on the kids.

Who are your competitors?
OurFamilyWizard, Talking Parents, AppClose.

Demo Video URL (if you have one)
https://youtu.be/YyJ5Hgrj-nM.

When was the company founded?
2025-06-17.

Where is the company located?
Atlanta, Ga.

Who is your target customer (small firm, large firm, law department, etc.)?
Family law attorneys who handle divorce – any firm size but starting with small.

What is the price of your product or service?
$20 per month per co-parent, no cost for attorney portal access

Tell us more about your traction.
Just started working with attorneys 2 weeks ago for validation with initial users. Have 2 clients onboard and targeting 10 in January and 50 in February. It is challenging to sell a new product into this market because you need both attorneys to agree to test.

Describe your plan for growing the company over the next five years.
Five-Year Growth Strategy for SayWell:

Phase 1: Validation & Integration (Year 1).

  • Confirm product-market fit by converting 20–30 early-adopter attorneys into a referral flywheel across GA, CO, NC, and FL.
  • Transition to short-code SMS for enterprise-grade reliability and seamless parent onboarding.

Phase 2: Product Scale and Evolution (Year 2).

  • Pivot from “communication-only” to a broader suite of SMS-integrated tools that improve user value and tenure.
  • National expansion.

Phase 3: Market Leadership (Years 3–5).

  • Expand organically through a “double-sided network effect” as parents and attorneys transition between cases, making SayWell the default OS for co-parenting.
  • Target pre-mandate stage of customer need to expand market.

Have you received outside funding?
Less than $1M in outside funding.

Describe any ways in which your company’s leadership and/or workforce are diverse.
Well it’s really just me right now so I guess that inherently means zero diversity. 🙂 Kidding aside, I would say my background as a non-attorney with a product background from customer facing retail is generally diverse vs the traditional players in this market. Outside, customer-centered focus -> innovation.

Describe any ways in which your company contributes to a more diverse and inclusive legal tech community?
We are based in the heart of Atlanta which is extremely diverse and my office is a tech co-working space that is surrounded by diversity. I will likely hire from within this talent pool as we grow.

Anything else you’d like us to know?
I’m a father of two awesome kids that recently stepped away from a 20-year corporate career with The Home Depot with the last 15 years focusing on leading product management teams. I’ve had a long passion for wanting to solve customer problems and having gone through my own recent divorce I spotted an opportunity to make an impactful change.

SayWell is taking a fundamentally different approach to improving coparent communication (and the fallout that lawyers ultimately deal with). The legacy providers try to stop parental fighting by documentation and eventual hand slapping. SayWell is an in-conversation moderator positioned to make a real impact on co-parents lives.


SecureSplit

Company Name
SecureSplit.

Elevator Pitch
SecureSplit is an AI powered divorce financial platform for family law firms, mediators, and CDFAs. We replace spreadsheets and email with a single workflow for client intake, organizing income, expenses, assets, and debts, running state specific support and property division calculations, and producing clean, court ready financial reports that save time and reduce costly errors.

What makes your company unique or innovative?
Most tools in family law focus on documents, not the numbers. SecureSplit is built for the financial side of divorce, from intake to court ready reports, in one browser-based workflow. Both spouses enter data once, the system standardizes it, runs state specific support and division calculations, and flags gaps or inconsistencies with AI assisted checks. It is collaborative, multi state, and API ready, so firms can plug a modern divorce financial engine into the rest of their legal tech stack.

What problem does your product solve?
Divorce lawyers, mediators, and CDFAs are stuck juggling spreadsheets, PDFs, email, and outdated calculators to make financials court ready. This manual, fragmented workflow is slow, error prone, and hard to delegate, which drives up costs and stress for clients. SecureSplit solves this by turning messy inputs from both spouses into a single structured dataset so professionals can run support and division calculations and generate clean reports in a few clicks.

Who are your competitors?
Our main competitors are legacy divorce financial tools like Family Law Software, DissoMaster, and other state specific support calculators, plus the “DIY stack” of Excel, PDFs, and email that firms still rely on. We compete by offering a single, modern workflow that covers intake, calculations, and reports in one place.

Demo Video URL (if you have one)
https://securesplit.com/investor-page

When was the company founded?
2025-01-01.

Where is the company located?
Newark, Del., HQ; San Diego, Calif. and Greensboro, N.C.

Who is your target customer (small firm, large firm, law department, etc.)?
Our primary target is solo and small to mid-sized family law firms, mediators, and divorce focused financial professionals (CDFAs and RIAs). Over time, we will expand to larger firms and law departments, but our initial focus is on the teams that live in the day-to-day financial details of divorce and need a faster, more standardized workflow.

What is the price of your product or service?
We use a tiered subscription model. Professional plans for firms, mediators, and CDFAs start around $100 dollars per professional per month, with premium and enterprise pricing based on seats, features, and overall size of the firm. The consumer version is offered as a separate low-cost monthly subscription on essentials.securesplit.com.

Tell us more about your traction.
We are currently pre revenue with approximately 50 professional customers using SecureSplit on live divorce matters, including family law firms, mediators, and CDFAs. Usage is growing through referrals and a waitlist of additional firms, and we are seeing strong engagement and feedback through regular product sessions and Fireside Chats as we prepare for full launch.

Describe your plan for growing the company over the next five years.
Over the next five years, we will grow SecureSplit by first converting our current professional users into paying subscribers and deepening adoption within their firms. In the near term, we are focused on launching in a small set of key states, refining our core workflows through design partnerships with family law firms, mediators, and CDFAs, and adding integrations to the legal tech tools they already use. As we prove retention and unit economics, we will expand to additional states, introduce premium and enterprise tiers, and develop advanced AI assisted modeling and reporting. Longer term, we will scale through channel partnerships, education and certification programs for divorce professionals, and a complementary consumer product that feeds organized cases directly into our professional network.

Have you received outside funding?
No outside funding.

Describe any ways in which your company’s leadership and/or workforce are diverse.
Our leadership team is gender diverse and comes from different professional and cultural backgrounds, spanning financial planning, divorce practice, AI, and customer experience. One founder brings 20 years in regulated financial services and divorce work, while the other has led product and CX teams in software. We also work with advisors across geographies, ages, and practice types, which helps us design SecureSplit for a wide range of families and firms.

Describe any ways in which your company contributes to a more diverse and inclusive legal tech community?
We design SecureSplit to lower the financial and technical barriers that keep many families from getting quality help. By standardizing the numbers work, we make it easier for smaller, community focused firms and solo mediators to serve clients who have been historically underrepresented or priced out of traditional advice.

We are also building a diverse network of testers and advisors, including women led and minority led practices, and we intentionally use plain language, accessible UX, and remote friendly onboarding so a wide range of professionals can participate in and benefit from the legal tech ecosystem.

Anything else you’d like us to know?
SecureSplit is at a pivotal stage, with a functional beta in use by about 50 professional users and a broader launch ahead. We are actively seeking design partners among family law firms, mediators, and CDFAs who want to modernize the numbers side of divorce. If selected, we will demo live case workflows, share lessons from 20 years in divorce focused financial planning, and show a clear path from spreadsheets to a modern standard for financial disclosures.


Simone Reception

Company Name

Simone.

Elevator Pitch

Simone Reception is an AI-powered virtual receptionist built exclusively for law offices. It answers every call instantly with a calm, professional, human-like voice, gathers intake and conflict-check information, and routes calls intelligently. Clients call when life happens. Simone will be there to answer.

What makes your company unique or innovative?

Simone is unique because it is built exclusively for law firms and designed around legal realities, not generic AI use cases.

Unlike traditional virtual reception or generic AI voice tools, Simone is purpose-built for legal intake. It understands the structure of law firms, the importance of conflict checks, confidentiality, ethical boundaries, and the difference between a new lead, an existing client, a court, or an opposing party.

Simone is not just answering calls. It is executing legal-specific workflows. It gathers structured intake data, captures names for conflict searches, routes urgency intelligently, and integrates directly into tools like Clio and HubSpot so information is immediately usable, not buried in voicemail or transcripts.

What makes Simone truly innovative is balance. It delivers 24/7 responsiveness for clients while protecting lawyer focus and wellbeing. Clients get a calm, professional first voice when life happens. Lawyers and their staff get fewer interruptions, better data, and control over when and how humans step in.

Finally, Simone improves over time. As a firm evolves, Simone adapts to its language, services, and priorities, becoming a smarter front door rather than a static receptionist.

In short, Simone brings enterprise-grade AI capability to small and mid-sized law firms in a way that is ethical, controlled, and deeply practical.

What problem does your product solve?

Simone solves the problem of missed calls, interrupted work, and poor first impressions in law firms.

Legal problems do not arise on a schedule. Clients often call when they are stressed, anxious, or in crisis, and many of those calls happen outside office hours or when staff are unavailable. When calls go to voicemail, firms lose potential clients, create frustration, and miss critical information.

At the same time, answering every call pulls lawyers and staff away from higher-value work and contributes to burnout.

Research on workplace interruptions shows that when professionals are pulled away from focused work, it takes an average of over 20 minutes to fully regain concentration. In legal practice, where work is complex and high-stakes, frequent call interruptions quietly erode productivity, accuracy, and wellbeing. Simone reduces that hidden cost by answering calls without breaking lawyer focus.

Simone solves this by ensuring every call is answered instantly, professionally, and consistently, 24/7. It captures structured intake and conflict-check information, routes urgency appropriately, and integrates directly into firm systems so nothing is lost or delayed.

Simone recognizes that every call is not a 1-minute interruption but a 20-minute productivity hit.

The result is a better client experience, fewer interruptions for legal teams, improved lead capture, and a calmer, more sustainable way for law firms to stay responsive without being always on.

Who are your competitors?

AI Reception services (i.e. CasefloodAI), Live Virtual Reception services (i.e. SmithAI, Ruby, LexReception), Generic AI Voice or Call-Handling platforms (i.e. Google Voice, Twilio), and In-House Reception or Voicemail

Demo Video URL (if you have one)

N/A.

When was the company founded?

2025-10-01.

Where is the company located?

Toronto, Ontario, Canada

Who is your target customer (small firm, large firm, law department, etc.)?

Small, medium and large law firms. Legal Aid and pro bono services.

What is the price of your product or service?

Starting at $250 per month.

Tell us more about your traction

Our traction is early, but it is real and practitioner-led.

Simone Reception is currently being actively used and tested inside a live law office environment (Evolve Family Law). We are not building this in isolation. It is operating in real conditions, handling real client calls, and being refined based on day-to-day legal workflows.

We have validated three key things already:

    1. The problem is real and expensive. We previously used a leading live virtual receptionist service and paid approximately $800 per month for limited call coverage and a fraction of Simone’s current capabilities. That experience directly informed what Simone was built to solve. This was in addition to the $30 per month we paid per user for Teams phones ($300/month).
    2. The product works in practice, not just in theory. Simone is successfully answering calls, gathering intake and conflict-check information, producing usable transcripts and summaries, and reducing interruptions to lawyers and staff. This has confirmed that an AI-first approach can meet professional legal standards while improving efficiency.
    3. There is strong inbound interest. Since sharing the concept informally with other lawyers and firms, we’ve received consistent interest and requests to pilot the product once it becomes available. The demand is coming from firms that are already paying for reception services and are actively looking for better, more scalable alternatives.

Our immediate traction focus is deliberate. We are prioritizing product quality, ethical guardrails, and legal-specific workflows before scaling sales. The next phase is converting this validated internal use into a structured beta with a small group of law firms, followed by broader commercial rollout.

In short, Simone is already proving value inside a real law office, replacing existing paid solutions, and generating strong early demand. We are building on a foundation of real usage, not assumptions.

Describe your plan for growing the company over the next five years.

Our five-year growth plan is deliberate, phased, and grounded in how law firms actually adopt technology.

Year 0–1: Product excellence and focused market entry
Our priority is to become the best AI receptionist in the legal market, not the fastest-growing generic tool. We will focus on small and mid-sized law firms in Canada and the US, refining Simone Reception through real-world use, structured pilots, and early paying customers. During this phase, we will deepen legal-specific workflows, expand integrations with core legal platforms, and build a reputation for reliability, professionalism, and ethical design. Growth will be steady and intentional, driven by referrals, conferences, and partnerships rather than aggressive sales tactics.

Years 1–3: Geographic expansion and platform maturity.
Once Simone Reception is proven and stable at scale, we will expand more aggressively across North America, Europe and Australia. This includes deeper US market penetration, multilingual support, and stronger relationships with legal software providers. At this stage, Simone becomes not just a receptionist, but a trusted front door for law firms, handling intake, triage, scheduling, and payments in a way that feels seamless and human.

Years 3–4: Product expansion within the Simone ecosystem.
With a strong customer base and mature core product, we will expand beyond reception into adjacent AI agents designed specifically for law firms. These may include intake specialists, internal assistants, and client communication agents, all built on the same ethical and legal-first foundation. Existing customers become the primary growth engine, adopting additional Simone products rather than churning to competitors.

Years 4–5: Enterprise adoption and global reach.
By year five, Simone will be positioned as a category-defining legal AI platform. We will pursue enterprise partnerships with larger firms, legal networks, and professional service providers, while expanding into additional jurisdictions where legal workflows are similar. At this stage, Simone will be deeply embedded into law firm operations, with strong recurring revenue, high retention, and a brand associated with trust, calm, and professionalism.

Throughout all five years, our guiding principle remains constant: We grow by solving real problems, protecting lawyer wellbeing, and improving the client experience, not by chasing hype or replacing humans for its own sake.

Have you received outside funding?

Less than $1M in outside funding.

Describe any ways in which your company’s leadership and/or workforce are diverse.

Our leadership team is diverse in professional background, geography, and perspective, which directly strengthens how we build and grow Simone Reception.

Beau Atkins — Legal and Founder Perspective
Beau is a practicing family law attorney and CEO of a tech-forward law firm in Saskatoon, Saskatchewan. He founded Evolve Family Law with a focus on modern, client-centric legal services and technology integration, and he actively serves on legal innovation and technology committees. This gives Simone deep insights into legal workflows, ethical standards, client anxiety, and the real pain points lawyers and their clients experience with intake and reception. Beau’s lived experience as a lawyer driving process innovation directly informs how Simone is designed to support legal professionals.

Sanjay Khandor — Entrepreneurial and Operational Leadership
Sanjay brings entrepreneurial and business leadership grounded in technology delivery and growth. Based in Toronto, he has led ventures in digital services and operations, demonstrating success in building and scaling companies. His experience expanding businesses into new markets—including cross-border expansion efforts—enables strategic growth planning for Simone.

Av Utukuri — Technical and Product Technology Leadership
Av is a seasoned technologist with decades of experience in software and product development across digital systems, hardware, and embedded technologies. His background spans engineering, product strategy, and technology innovation, which positions Simone to deliver a robust, secure, scalable AI platform tailored to legal use cases.

Geographic and Professional Diversity
The leadership spans multiple regions of Canada, from Alberta to the Greater Toronto Area, bringing different market perspectives. This geographic spread helps Simone understand both regional legal practices and major urban legal tech ecosystems. The team bridges front-line legal practice, entrepreneurial business strategy, and deep technical execution, which is a rare combination in legal tech startups.

Diversity of Experience and Perspective
We come from distinct professional paths ranging from law practice, technology innovation, and entrepreneurial operations. These differences mean Simone is shaped by varied and multidisciplinary viewpoints, not a single discipline or worldview, and the product is informed by real users (lawyers and clients) and real technical constraints (secure, compliant systems). Each founder contributes a unique lens on problem solving, and that blend produces a more thoughtful, usable, and ethically grounded AI reception product.

Describe any ways in which your company contributes to a more diverse and inclusive legal tech community?

Simone contributes to a more diverse and inclusive legal tech community by lowering barriers to access, reducing bias at the first point of contact, and supporting healthier ways of practicing law.

First, Simone expands access to legal services by ensuring that every call is answered professionally, regardless of when it comes in. Many people reach out to law firms during moments of stress, crisis, or vulnerability, often outside traditional office hours. By being available 24/7, Simone helps ensure that people who cannot call during business hours are still heard and treated with respect.

Second, Simone is designed to reduce bias at the front door of the legal system. Human reception, while valuable, can be influenced by fatigue, assumptions, or unconscious bias. Simone delivers a consistent, calm, and professional experience to every caller, regardless of accent, background, or emotional state. Built-in multilingual and accent support further improves accessibility for clients who may otherwise struggle to communicate clearly or feel understood.

Third, Simone supports inclusion within the profession itself. Smaller firms, rural practices, and solo lawyers often lack the resources to provide round-the-clock reception or advanced intake systems. Simone gives these firms access to enterprise-level capabilities without requiring large teams or overhead, helping level the playing field between small and large firms.

Finally, Simone contributes to a more sustainable and humane legal tech ecosystem by protecting lawyer and staff wellbeing. By reducing constant interruptions and after-hours pressure, Simone helps create healthier work environments. A more sustainable profession is one that can retain diverse talent over time, rather than burning people out.

In short, Simone promotes inclusion by improving access for clients, consistency and fairness at intake, and sustainability for legal professionals, all while being built intentionally for the realities of legal practice.

Anything else you’d like us to know?

Yes. Simone was built by practitioners, not observers. This product emerged from real frustration inside a working law office and has been shaped through live use, not hypothetical workflows. We are intentionally building slowly and responsibly, with a focus on trust, ethics, and real-world impact rather than hype or speed alone.

We believe AI in law should reduce stress, improve access, and support healthier professional lives. Simone is our contribution to that vision, and we are committed to building it thoughtfully, transparently, and in partnership with the legal community.


Sonar Legal

Company Name
AutoDox Co., Ltd.

Elevator Pitch
While everyone builds chatbots, Sonar solves the real pain: formatting. Every lawyer knows the frustration: you inherit a document from a colleague, and spend the next hours fighting with the ruler, restarting numbering for the tenth time, or succumbing to the format painter’s dark arts. Sonar eliminates the pain with one click. Your house styles, applied instantly, perfectly, inside Microsoft Word.

What makes your company unique or innovative?
(1) Formatting-First Philosophy: Legal Tech goes AI-first. Sonar goes formatting-first. We’re the only legal tech solution that fully automates document formatting end-to-end—the bottleneck everyone feels but nobody addresses.

(2) Built Under Constraint, Built to Last: We launched in Thailand with zero legal tech infrastructure, no VC funding, and legal teams operating on razor-thin margins who demanded results from day one – not vague promises of efficiency gains. These constraints forced us to build leaner and smarter than well-funded competitors. What started as a limitation became our edge: enterprise-grade capabilities at a fraction of the cost, designed for real lawyers with real budgets doing real work.

What problem does your product solve?
(1) The Formatting Bottleneck: Legal work demands perfect formatting, but achieving it manually is brutally time-consuming. Nobody wants to deliver a poorly formatted document to the client, so lawyers spend hours fighting with the numbering ribbon, the ruler, and the format painter, trying to push a paragraph exactly 0.1 inches to the left, or fix that paragraph number that won’t fix itself despite clicking “Restart at 1” fifty times. Unlike knowledge gaps that disproportionately affect juniors, formatting is the great equalizer: it wastes everyone’s time, period. A senior partner at 2 AM before a client deadline faces the same broken numbering as a first-year associate, and there’s no way to delegate it to a secretary or junior.

(2) The Broader Workflow Crisis Beyond formatting, legal workflows break down in predictable ways. Junior lawyers doing first-pass redlines without access to the firm’s best precedents. Teams rely on manual error checks that inevitably miss critical issues. Expertise remains trapped in senior lawyers’ experience rather than codified in playbooks anyone can follow. Each inefficiency compounds, turning substantive legal work into administrative chaos.

Sonar tackles both problems head-on. First, formatting: we instantly reformat entire documents to match any house style. Second, workflow: our complete suite handles definition tracking, redlines, error checks, playbooks, automations inside Microsoft Word, and an Outlook integration that enables seniors to teach juniors to write professional emails. All of this lives where you work – natively in Word and Outlook. Just open Word, launch Sonar, work smarter.

Who are your competitors?
Document Formatting: No direct competitors. We’re the only solution that fully automates legal document formatting end-to-end.

However, given our broad suite (Word, Outook, Web), we operate in competitive spaces with several established platforms, including:

Definitions/Error Checks: Contract Companion (Litera), Definely, LawVu Draft (formerly ClauseBase).

AI Drafting/Redlining: Luminance, Litera One, Spellbook, DraftWise, GC AI, and a new one launching every Tuesday.

AI Legal Assistant (Legal Research, Workflows, Tabular Reviews): Harvey, Legora, Midpage, DeepJudge.

Demo Video URL (if you have one)
https://youtu.be/HmeX8E8XKSI.

When was the company founded?
2023-04-09.

Where is the company located?
Bangkok, Thailand.

Who is your target customer (small firm, large firm, law department, etc.)?
In-house legal departments of all sizes, small to mid-size law firms

What is the price of your product or service?
We offer a generous free-forever tier with no credit card required. Paid plans start at $49/month for solo practitioners and scale to $79/month for unlimited usage. Custom enterprise pricing is available for corporate clients and larger teams.

Tell us more about your traction.
Successful implementations (selection):

Law Firm: A leading international law firm in Southeast Asia chose Sonar Legal after evaluating multiple legal tech vendors.

In-House: The legal department of Thailand’s largest conglomerate selected Sonar Legal following a comprehensive pilot and evaluation.

Describe your plan for growing the company over the next five years.
We’re currently a team of seven in Bangkok, with proven traction at both ends of the market. Our next phase focuses on deepening Southeast Asian presence while preparing for international expansion.

We’ll grow the team to 20 by the end of 2026, adding dedicated sales and customer success roles to convert our pipeline and support enterprise accounts. Revenue from regional clients will fund controlled expansion into markets with similar pain points: starting with Singapore and Hong Kong, where international firms already recognize the formatting problem.

By 2027, we’ll leverage these reference clients to enter the US and UK markets, where legal tech budgets are larger but the core frustration is identical.

Have you received outside funding?
No outside funding.

Describe any ways in which your company’s leadership and/or workforce are diverse.
Sonar Legal was born diverse. Greek and Thai co-founders, 50% female leadership, team spanning Europe and Southeast Asia with experience in US, EU, and Thai legal systems. Five people, multiple jurisdictions, different legal traditions and cultures shaping everything we build.

Describe any ways in which your company contributes to a more diverse and inclusive legal tech community?
Sonar Legal democratizes access to advanced legal AI through a generous free-forever tier and pricing starting at $49/month. This makes enterprise-level capabilities accessible to solo practitioners, small firms, and underrepresented legal professionals traditionally priced out of premium technology.2. Education & Awareness in Developing Markets.

Our founders are actively promoting legal tech adoption in Southeast Asia through guest lectures at ASEAN universities, preparing the next generation of lawyers for an AI-powered legal landscape.

Anything else you’d like us to know?
N/A.


StreamSettle

Company Name
StreamSettle, Inc.

Elevator Pitch
We believe that if negotiating parties have a safe place to be reasonable, they will be. StreamSettle is a secure platform that instantly resolves cases by acting as a triple-blind “deal detector.” Both sides confidentially input their true settlement threshold. Our system detects if an overlap exists. If it does, the claim settles automatically at the midpoint. If no overlap, the data remains hidden, and no fees are charged, making StreamSettle truly risk-free for both sides.

What makes your company unique or innovative?

  1. The “Anti-Posturing” Mechanism: Traditional negotiation is inefficient because offers and demands are exaggerated for leverage, creating unreliable data. StreamSettle is unique because it incentivizes parties to rely on their true settlement threshold (TST) by guaranteeing triple-blind confidentiality.2. “Close Enough” Conditional Logic: Our proprietary “Close Enough” algorithm is a market-first innovation. It solves the “near miss” problem by detecting when parties are within a pre-defined range (e.g., 20%) without revealing their numbers. This bridges the gap that human ego often leaves open.3. “No-Integration” Adoption: Unlike bulky enterprise legal tech, StreamSettle requires zero integration. We are a frictionless, browser-based overlay that works alongside any existing case management system, allowing immediate adoption by even the most tech-averse firms.4. Risk-Free Business Model: We disrupt the standard SaaS subscription model by charging only a success fee upon settlement. This aligns our incentives 100% with the user’s goal: resolution.

What problem does your product solve?
The core problem is that offers and demands are unreliable data points. In an effort to gain leverage, both sides routinely exaggerate their positions. They then rely on this flawed data to answer a critical question: “Can this case settle?”

When the gap between these postured numbers is wide, parties falsely conclude they are “too far apart.” This forces them into years of costly, unnecessary litigation to reach a settlement result that likely existed from the start. It is a classic case of “garbage in, garbage out” – bad data drives efficient markets into expensive gridlock.

Who are your competitors?
Direct Competitors (Automated Negotiation):

  • Cybersettle: An early pioneer in blind bidding, but primarily focused on fintech. Their model is often an auction-style process rather than a strategic legal tool.
  • FairClaims: Focused on ODR for small claims arbitration and enterprise disputes, not high-volume P&C litigation.
  • Smartsettle: A complex negotiation algorithm tool that is often too academic/cumbersome for the high-velocity workflows.
  • Resolutn: A general dispute resolution platform that uses blind bidding. However, it relies on “clunky” document uploads and lacks the ability to compare True Settlement Thresholds (TST). Instead, it focuses on the dramatic reveal of postured offers/demands, which reinforces the very inefficiency we solve.

Indirect Competitors:

  • Traditional Mediation: Effective but slow and expensive ($2k+ per day). Most often happens late in the process, after sunk costs are high.
  • Status Quo: The biggest competitor is inertia – parties continuing to exchange postured, exaggerated offers and demands and relying on these as accurate metrics to determine if the case can resolve at that time.

Demo Video URL (if you have one)
https://www.youtube.com/watch?v=ex6EHDV-l0U.

When was the company founded?
2022-10-29.

Where is the company located?
Cypress, Tex.

Who is your target customer (small firm, large firm, law department, etc.)?
We target a two-sided market:

1. The “Demand” Side: Plaintiff law firms. These range from large “billboard” firms with thousands of active files to mid-sized litigation boutiques and solo firms. These firms are motivated by cash flow velocity and reducing their own overhead costs per case.

2. The “Supply” Side: Insurers & Defense law firms: We target Claims Directors cutting LAE, and forward-thinking Defense Partners who differentiate themselves by offering clients (insurers or self-insured businesses) speedy, efficient resolution.

What is the price of your product or service?
We operate on a Risk-Free Success Fee model. We charge a fee only if a settlement is reached on the platform.

Fee: 1% of the total settlement amount per party.

Cap: Maximum fee of $1,000 per party ($2,000 total per case). We plan to raise the cap as we scale, except for our early adopters.

No Upfront Costs: There are no subscription fees, setup costs, or charges for testing thresholds that do not result in a deal.

Tell us more about your traction.

  1. Customers (Supply Side):Major insurance carrier: Completed a highly successful pilot, validating our model with a mid-market carrier.Pipeline: We are currently onboarding five additional P&C carriers based on pilot results.2. Users (Demand Side):50+ Law Firms: We organically onboarded over 50 plaintiff law firms during our initial pilot.Viral Acquisition: 100% of these users were acquired with negligible CAC via our “invite-a-counterparty” mechanism.3. Revenue and Performance:Generating Revenue: We are post-revenue, monetizing via our 1% success fee model (capped at $1k/side). Our pilot with the insurance carrier and recent activity from additional customers has generated nearly $20,000 in revenue. We expect revenue to drastically increase over the next year as we implement our “Texas Beachhead” strategy.Pilot Metrics: We achieved a 52% settlement rate on piloted files (20+ settlements), significantly outperforming industry averages for automated negotiation.

Describe your plan for growing the company over the next five years.

Years 1-2: The Texas Beachhead (Density Phase):

  • Focus: Replicate our N.J. pilot success in Texas, the nation’s largest tort market.
  • Action: Secure partnerships with 3-5 major carriers with high Texas volume. Leverage the viral “invite-a-counterparty” loop to onboard 500+ local plaintiff firms.
  • Goal: Achieve critical mass in Harris County, proving that density drives high settlement rates. Reach $1M ARR.

Year 3: Product Expansion (Stickiness Phase):

  • Focus: Embed deeper into the workflow.
  • Action: Launch premium subscription tiers for Mediators and Defense Counsel. Release our “StreamSettle API” to integrate directly into case management systems, moving from a web portal to an embedded OS feature.
  • Goal: Increase retention and ARPU (Average Revenue Per User).

Years 4-5: National Scale (Expansion Phase):

  • Focus: Replicate the Texas playbook in other high-volume judicial hotspots (Florida, California, Georgia).
  • Action: Use our validated dataset to sell to Tier-1 National Carriers. Expand into adjacent verticals like Commercial Liability and Property claims.
  • Goal: Capture 1% of the U.S. market ($137M revenue) and position for a Series B or strategic exit.

Have you received outside funding?
Less than $1M in outside funding.

Describe any ways in which your company’s leadership and/or workforce are diverse.
StreamSettle is proudly woman-co-founded and led (Chrysa Jones, COO) and veteran-founded (Joe Jones, CEO, Marine Corps Veteran). Beyond the founders, we have intentionally built a diverse Advisory Board to ensure our product serves the entire legal community.

Describe any ways in which your company contributes to a more diverse and inclusive legal tech community?

  1. Diverse Founder Leadership: As a woman-co-founded and veteran-led company, StreamSettle breaks the mold of the typical legal tech startup. Our leadership (Chrysa Jones, COO; Joe Jones, CEO/Marine veteran) brings a unique blend of operational, legal, and military discipline that is underrepresented in the sector.2. Inclusive Advisory Board: We have intentionally constructed an Advisory Board that reflects the diversity of the legal profession we serve. Our advisors include Rasheed Taylor and Michael Carrillo, prominent minority trial lawyers whose perspectives ensure our product addresses the needs of a broad range of practitioners and clients.3. Accessibility by Design: By building a “No-Integration,” browser-based platform, we democratize access to legal tech. We empower solo practitioners and small, minority-owned firms to compete with large firms on a level playing field, without the barrier of expensive enterprise software costs.

Anything else you’d like us to know?
We are not just a software company; we are building the settlement infrastructure of the future.

Beyond our direct users, we are actively pursuing pilots with major court systems to deploy StreamSettle as a docket-clearing solution. By identifying settleable cases before they consume judicial resources, we aim to drastically reduce the overwhelming backlogs that paralyze our courts, freeing up judges to focus on complex litigation.

Our true mission is to reduce the human toll of the process. By removing adversarial friction from routine claims, we allow injured parties to receive fair compensation months faster.

We are live, generating revenue, and executing a density strategy that is proving the model works. We would be honored to showcase this at the ABA TECHSHOW.


 

Trailmate

Company Name
Trailmate

Elevator Pitch
Trailmate is the first client-facing AI agent built for law firms – a digital employee designed to handle client-facing work end to end. Lawyers tell Trailmate what they need done (run intake, collect documents, gather discovery responses, give case updates, etc.), and Trailmate turns that request into action – contacting clients and following up autonomously until the task is complete. Firms supervise progress and results in real time, without chasing clients or adding staff.

What makes your company unique or innovative?
Trailmate is unique because it is not just a chatbot or workflow tool. It is an outward-facing digital employee that actually engages clients autonomously. Lawyers delegate an objective in plain English, and Trailmate autonomously contacts clients, conducts structured conversations, follows up until tasks are complete, validates the results, and escalates only when human judgment is needed. This “delegate and supervise” model creates a new category in legal tech: AI as a digital employee, not software.

What problem does your product solve?
Trailmate solves one of the most persistent and costly problems in law firms: client-facing work that requires constant chasing, follow-up, and coordination. Intake, document collection, discovery responses, status updates, and other routine communications are repetitive, often deadline-sensitive, and highly dependent on client responsiveness, yet they consume enormous staff time and routinely stall matters.

Who are your competitors?
Our closest points of comparison are Case Status and Hona, which are modern client communication and portal tools. However, these products are fundamentally passive: they surface information to clients but still rely on firm staff to drive follow-up, collect documents, and move matters forward.

Trailmate operates in a different category. It is not a client portal or messaging layer. It is an outward-facing AI agent that executes client-facing work end to end. There is no direct equivalent to this “delegate and supervise” digital-employee model in the legal market today.

Demo Video URL (if you have one)
https://vimeo.com/1152280813

When was the company founded?
2025-06-12.

Where is the company located?
Woodland Hills, Calif.

Who is your target customer (small firm, large firm, law department, etc.)?
Small to medium size law firms with consumer clients (particularly plaintiff-side firms in areas like employment, personal injury, immigration, family law, and consumer law)

What is the price of your product or service?
Trailmate is sold as a subscription, priced based on the number of active matters and the volume of client-facing work handled by the AI agent. Contracts range from $1,000 per month to $5,000 per month or more, depending on the firm’s volume.

Tell us more about your traction.
Trailmate is currently in stealth, with a public launch scheduled for January 13, 2026. To date, we have several law firms actively piloting the platform and additional firms in the pipeline that have expressed strong interest and are queued for onboarding post-launch.

We have been running Trailmate in production within my own firm, Frontier Law Center, as a design-partner environment. In that setting alone, Trailmate has already conducted 100+ hours of active client conversations, autonomously collected over 1,100 client documents, and completed more than 350 distinct client-facing tasks on behalf of the firm.

Describe your plan for growing the company over the next five years.
Over the next five years, Trailmate’s growth plan is centered on category creation, disciplined expansion, and deep integration into how law firms operate. We will begin by converting our current pilots into paying customers immediately following our January 2026 launch, while onboarding additional early adopters through founder-led sales and partnerships with legal-tech platforms. Shortly after launch, we plan to raise a pre-seed round to accelerate product development, integrations, and go-to-market execution. Trailmate has been fully bootstrapped to date, with product-market validation driven by real usage inside my own law firm.

As a domain-expert founder and recognized thought leader in legal AI, I am well connected with both forward-thinking law firms and complementary legal-tech vendors. I plan to leverage these relationships, in addition to traditional advertising / marketing efforts.

Have you received outside funding?
No outside funding.

Describe any ways in which your company’s leadership and/or workforce are diverse.
I was born in the Philippines and came to the U.S. when I was 3 (half Filipino) and my co-founder is Indian.

Describe any ways in which your company contributes to a more diverse and inclusive legal tech community?
Trailmate is committed to building a diverse and inclusive legal tech community by intentionally hiring with diversity in mind as we grow. We believe assembling a team with varied backgrounds and perspectives leads to better products, a broader worldview, and technology that serves a wider range of law firms and clients more effectively.

Anything else you’d like us to know?
I am a very early design partner with Eve. We were featured as one of the first law firms to coin the term “AI-Native Law Firm” – https://www.legaltech-talk.com/frontier-law-center-taps-eve-to-become-the-first-ai-native-law-firm/


TwinCounsel

Company Name
TwinCounsel, Inc.

Elevator Pitch
TwinCounsel is an AI delegation platform for solo and small law firms. Our AI teammate lives in the lawyer’s inbox, automatically building case context from emails and attachments. Lawyers delegate tasks like drafting subpoenas or financial disclosures in plain English – just by replying to an email. Every fact is auditable with source citations. We’ve proven 90% time savings, cutting 90-minute tasks to nine minutes.

What makes your company unique or innovative?
We solve the context problem that blocks AI adoption in legal.

Most legal AI tools are “bring-your-own-context” – they are blank slates that require manual input before they can help. TwinCounsel is different. We automatically build structured case knowledge from the lawyer’s inbox – extracting parties, timelines, facts, deadlines, and documents without any data entry. This organized case intelligence is what makes trusted AI delegation possible.

Three differentiators: (1) Inbox-native – we live where lawyers already work, eliminating adoption friction; (2) Automatic case context – our system understands the matter before the lawyer asks for help; (3) Auditable outputs – every generated fact links back to its source, solving lawyers’ #1 trust barrier.

What problem does your product solve?
Solo lawyers lose over 60% of their day to administrative chaos. Critical case facts are buried across 50-300 emails per matter – scattered in threads, attachments, and forwarded documents. Before lawyers can do actual legal work, they’re forced to manually hunt, organize, and re-type information. This “context gap” causes missed facts, missed deadlines, malpractice exposure, and the painful reality of working 8 hours but billing for only 3.

Existing tools don’t solve this. Practice management software requires manual data entry – it’s the source of administrative work, not the solution. Generic AI tools are “blank slates” that require lawyers to copy-paste sensitive client data and provide context for every task. Neither approach gives AI what it needs to actually help: deep, organized knowledge of the case.

Who are your competitors?
1) Incumbent practice management systems: Clio, MyCase (reactive dashboards requiring manual data entry)
2) AI-native point solutions: CoCounsel (Thomson Reuters), Spellbook, Gavel Exec (bring-your-own-context tools with no systemic case knowledge)
3) Generic AI chatbots: ChatGPT, Claude (high-friction copy-paste workflows with confidentiality risks)

Demo Video URL (if you have one)
https://www.loom.com/share/525e13a6982848539308722214b7031d.

When was the company founded?
2025-05-17.

Where is the company located?
San Jose, Calif.

Who is your target customer (small firm, large firm, law department, etc.)?
Solo and small law firm attorneys (1-10 attorneys), initially focused on family law, criminal law, and estates/private client practices.

What is the price of your product or service?
TBD: Subscription fee, tiered by number of matters.

Tell us more about your traction
Pre-revenue, but we’ve validated the core thesis hands-on. We embedded ourselves for two months inside a San Jose family/criminal law firm, running a “Concierge MVP” where we manually did the work our software will automate. This proved three things:

1) We can build a 360-degree view of a case from email. By assembling context from scattered emails, attachments, and threads, we created the organized case knowledge that makes accurate AI outputs possible.

2) Context + AI done right = highly accurate work. With proper case context, our AI-generated drafts were more accurate than the firm’s paralegal – and verifiable back to source documents.

3) 90% time savings are real and repeatable. Financial disclosures dropped from 90 minutes to 9. Routine court filings from 60 minutes to 6.

We’re now expanding our design partner program across practice areas (workflows): our original criminal/family law partner (subpoenas, financial disclosures), personal injury (demand letters), and estates (discovery responses). The workflows differ but the pattern holds – scattered inbox context transformed into accurate, cited drafts.

Fundraising: $200K closed of $500K pre-seed on $5M post-money SAFE. Inbound interest from Tier 1 VC focused on “AI teammates.”

Describe your plan for growing the company over the next five years.
Year 1: Win the beachhead. Convert design partners to paying customers, ship self-serve onboarding, and integrate with core tools lawyers already use (Clio, Google Workspace, Microsoft 365). Prove that we can turn inbox chaos into organized case intelligence that powers trusted AI delegation.

Year 2: Expand across practice areas (family → criminal → estates → immigration → plaintiff PI) and scale to 500+ solo and small-firm users. Deepen integrations so TwinCounsel becomes the connective layer between a firm’s scattered tools—the AI that finally makes their existing software work together.

Years 3-5: Become the AI orchestration layer for the small law firm ecosystem. Our structured case knowledge—automatically built from email, documents, and connected systems—becomes the foundation that powers increasingly autonomous workflows. We capture a meaningful share of the $60B legal support market by replacing manual administrative work with intelligent delegation.

Have you received outside funding?
Less than $1M in outside funding.

Describe any ways in which your company’s leadership and/or workforce are diverse.
Our founding team bridges three continents. Josh Dorward (CEO) is a dual U.S.-Taiwan citizen who spent the past year in Taiwan connecting with the local startup ecosystem; we’re building our core engineering team there. Kenji Hashimoto (CTO) holds triple citizenship – Japan, U.K. and U.S. – bringing a global perspective to our technical leadership. Together we combine Silicon Valley startup experience with deep ties to Asian engineering talent and international markets.

Describe any ways in which your company contributes to a more diverse and inclusive legal tech community?
As an early-stage company, we’re just beginning to engage with the legal tech community. Our approach to team-building is intentionally global – we’re hiring our founding engineering team in Taiwan rather than defaulting to Silicon Valley, bringing geographic and cultural diversity into legal tech from day one. As we grow, we’re committed to maintaining this global perspective in our hiring and community participation.

Anything else you’d like us to know?
We’re YC S17 alumni with a prior exit (Indivio acquired by Cloudinary). This is the same proven founding team reuniting with perfect founder-market fit: Josh brings legal domain expertise (licensed CA attorney, JD/MBA) plus AI product leadership (Cloudinary GM); Kenji brings 10+ years of automation/AI systems architecture. We’re not theorizing – we’ve validated workflows inside a real firm and proven 10x efficiency gains.


ZODR AI

Company Name
LMI Network LLC

Elevator Pitch
In an online world where AI algorithms polarize and divide, ZODR (pronounced Zoe-D-R) promotes conflict resolution using AI to help mediators resolve legal disputes between parties. Since most mediators use Zoom,  a tool that is also installed on millions of potential mediation parties’ devices, ZODR, through its Zoom integration, gives mediators 1 hub to manage their mediation cases, and after all parties’ give consent to the AI “listening in,” lets mediators get AI recommendations on how to resolve the dispute.

What makes your company unique or innovative?
ZODR differs from standard case management software and generic use of Zoom for mediation in three ways:

  • Specialized Intelligence: ZODR is purpose-built for neutrals. The large language model is tweaked to, after transcribing a Zoom mediation session, assist the mediator with identifying key avenues for avoiding impasse. Think of ZODR as an AI co-mediator that helps the human mediator think of additional ways a particular conflict can be resolved.
  • Mediator-centric Dashboard: ZODR’s mediator management platform is an all-in-one command center with the online mediator in mind so they can manage their legal disputes with integrated tools they already use, such as Google Calendar and Stripe payments, and spend more time resolving disputes than administering cases.
  • Ecosystem Integration: ZODR is not a standalone silo, but part of the larger LMI Network and its long term strategy of seamlessly integrating ZODR with the LMI Professionals Directory (https://pros.lminetwork.com/), upcoming Justice Sites website platform (https://www.justicesites.com/), and the LMI Podcast (https://www.lmipodcast.com/). In a nutshell, ZODR users are not just buying software, but plugging into a complete digital practice ecosystem.

What problem does your product solve?
Since the shift to online dispute resolution (ODR) after the pandemic’s “zoom boom,” and the explosion of AI legal tools after the 2022 public launch of ChatGPT, conflict resolution professionals are still figuring out how to administer an online mediation practice that incorporates AI and scale it on the web in an era where physical borders no longer matter.

While the digital world moves instantly, mediators and arbitrators still spend manual time incorporating AI, chasing emails, scheduling across time zones, and drafting routine settlement clauses from scratch, all as part of their workflow. This friction delays justice and limits the number of clients a professional can serve. ZODR presents an intuitive platform that incorporates optional AI into the mediation session, and helps the conflict resolution professional manage all their matters in kanban-style birds-eye views.

Additionally, ZODR addresses the fragmented workflows of the past where sensitive case data is scattered across Zoom, email, and Word documents, creating security risks and breaking the mediator’s flow. ZODR brings order by helping mediators actively manage the lifecycle of the dispute from intake to signed agreement, all with the help of an AI co-mediator.

Who are your competitors?
Some competitioners in the ODR space include: ODR.com, ADRNotable, Immediation, Next Level Mediation.

Demo Video URL (if you have one)
https://youtu.be/BALex6b2FTk.

When was the company founded?
2025-05-31.

Where is the company located?
Houston, Tex.

Who is your target customer (small firm, large firm, law department, etc.)?
Our primary users are private mediators, arbitrators, and boutique dispute resolution firms. Our secondary market includes court-annexed mediation programs and ombuds offices looking to streamline high-volume case management.

What is the price of your product or service?
$29.99 per seat per month after a 14-day free trial, but discounted on an annual basis and for larger organizations.

Tell us more about your traction.
Since evolving the “Instant Mediators” community into the LMI Professionals (pros.lminetwork.com) list of online mediators, we have a subscriber base that will be the first to experience ZODR alongside others who have signed up for the wait list. More data will be available soon as we make ZODR fully operational to the general public.

Describe your plan for growing the company over the next five years.
First, we are not starting from zero since ZODR is part of the LMI Network (lminetwork.com); We are looking to convert the existing user base of LMI “Professionals” (pros.lminetwork.com) (formerly InstantMediators.com). Additionally, we are leveraging the “Justice Sites” (justicesites.com) initiative (launching 2026) to bundle high-performance lawyer and mediator websites with a ZODR subscription. This creates a “sticky” ecosystem where a mediator’s marketing (website) and operations (ZODR) are unified so we can sell a complete “virtual practice” to online mediators. Lastly, we own the LMI Network YouTube channel (YouTube.com/@lminetwork) and podcast (lmipodcast.com), which provides an existing outlet for marketing ZODR features and capabilities in video format. The channel lets us host media content, engage with users, and deliver support tips via video on a ZODR videos playlist.

By year 2, we plan to then expand from individual practitioners to small firms and court-annexed mediation programs or community mediation offices. We believe there’s a market for larger high-volume mediation organizations who want to develop their online dispute resolution presence and handle disputes at scale across multiple jurisdictions. This would be most advantageous to family and small claims mediation organizations.

By year 3, we want to focus on growing internationally across several markets and expand in multiple languages. AI’s ability to translate/interpret conversations in real time lowers the costs once associated with multilingual dispute resolution. Now mediators around the world can use ZODR to mediate with residents who not only reside outside their jurisdictions, but who also speak a different language. ODR is a worldwide phenomenon because all societies have conflicts and most adults globally now have a full mediation office in their pockets called Zoom. ZODR leverages these 2 facts in order to promote access to justice.

Have you received outside funding?
No outside funding.

Describe any ways in which your company’s leadership and/or workforce are diverse.
ZODR is a minority-owned business, founded by a first-generation immigrant lawyer and mediator who believes in the American Dream. Mac Pierre-Louis’ cross-border perspective ensures the platform is designed for global jurisdictional compatibility and will drive the mission of democratizing access to justice by making dispute resolution accessible to anyone who can use Zoom for mediation.

Describe any ways in which your company contributes to a more diverse and inclusive legal tech community?
In addition to the above where ZODR is a minority-founded company led by a Black male attorney-mediator and first-generation American residing in Texas, ZODR has hired a Bangladesh-origin development firm, headquartered in Wyoming. This cross-border and diverse leadership ensures our product design avoids the “US-centric/English-only” bias often found in many legal tech.

Additionally, we promote access to justice. ZODR is about lowering the cost of dispute resolution by helping mediators run and manage their practices online with the assistance of AI. Traditional litigation is expensive and intimidating; ZODR’s efficiency tools allow mediators to handle lower-value cases profitably. This indirectly empowers underserved communities—who can be encouraged to use Zoom for mediation since they often cannot afford to take time off work to travel to a physical courthouse. ZODR gives the mediator a platform to run and manage their Zoom mediation so that disputing parties can access justice from their mobile devices.

Anything else you’d like us to know?
While it’s great to disrupt industries and change paradigms to make products better and increase value, we are mindful that in the legal field, innovation will also be measured by how much chaos or stability the innovation brings. Therefore, ZODR is not trying to replace mediators or just outsource legal disputes to AI. ZODR brings the focus back to the human neutral in the middle by augmenting their skills so they can help other people. Human-based conflict resolution will remain the focus of our work.

Photo of Bob Ambrogi Bob Ambrogi

Bob is a lawyer, veteran legal journalist, and award-winning blogger and podcaster. In 2011, he was named to the inaugural Fastcase 50, honoring “the law’s smartest, most courageous innovators, techies, visionaries and leaders.” Earlier in his career, he was editor-in-chief of several legal publications, including The National Law Journal, and editorial director of ALM’s Litigation Services Division.