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LAW FIRMS

Your attorneys were hired to practice law. Not to do data entry between systems.

Trelium builds AI agents that handle client intake, deadline tracking, document management, and client communication. Describe the workflow. Agents run it across your entire firm.

This is what your firm’s Tuesday looks like.

A new client inquiry comes in.

Someone runs the conflict check manually, drafts the engagement letter, opens the matter in the practice management system, sets up the file structure, and sets up the client portal.

That’s four people and three hours before anyone does any legal work.

An associate reconstructs their day from memory at 11pm to log billable time.

A paralegal spends the morning searching for a template that already exists somewhere in the system.

A partner’s client calls to ask what’s happening with their case and nobody has a quick answer.

Every hour your attorneys spend on admin is an hour they don’t bill.

Agents that speak legal.

Client Intake

A three-hour process across four people, handled in minutes. Your attorneys start legal work on day one.

New Matter: Reynolds v. Apex Corp
Conflict CheckClear
Engagement LetterDrafted
Matter Opened in ClioCreated
File StructureSet Up
Client PortalActivated

Deadline Management

No deadline missed. No manual calendaring. No malpractice risk from a missed entry.

March 20263 upcoming
MTWTF
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2dSmith FilingMar 5
7dJones MotionMar 12
14dDavis ResponseMar 19

Time Capture

Time entries that are accurate, detailed, and ready for review. No more 11pm reconstructions.

Today's Time EntriesAuto-drafted
Review discovery documentsLIT-1002.5h
Client call re: settlementLIT-2000.8h
Draft interrogatory responsesLIT-1003.2h
Email opposing counselLIT-3000.3h
Total billable6.8h

Client Updates

Every client, updated every week. Consistently. Without anyone remembering to do it.

Draft Status Update
To: M. Reynolds
Re: Reynolds v. Apex Corp
This week: Received opposing party's discovery responses. Filed motion to compel on outstanding items. Deposition of key witness scheduled for March 15...
Approve & Send
Edit Draft
12 client updates drafted this Friday

Want to see these agents on your workflows?

Book a 30-Min Demo

Real prompts. Real results.

Type it. Trelium runs it.

These are actual prompts your team would use. Each one replaces hours of manual work across the tools you already have.

01Client Intake
$

When a new client inquiry arrives, run the conflict check, draft the engagement letter, open the matter in Clio, create the file structure, and activate the client portal.

A three-hour process across four people, handled in minutes. Your attorneys start legal work on day one.

02Deadline Management
$

Monitor all active matters for upcoming court deadlines, filing requirements, and statute dates. Send reminders to the assigned attorney 14 days, 7 days, and 2 days before each deadline.

No deadline missed. No manual calendaring. No malpractice risk from a missed entry.

03Time Capture
$

At the end of each day, review the attorney’s calendar, emails, and document activity. Draft time entries with descriptions and suggested billing codes. Send for review before submission.

Time entries that are accurate, detailed, and ready for review. No more 11pm reconstructions.

04Client Updates
$

Every Friday, pull the activity log for each active matter. Draft a client status update summarizing what happened this week and what’s next. Send for attorney approval before delivery.

Every client, updated every week. Consistently. Without anyone remembering to do it.

Works with the tools you already use

Google Calendar
Gmail
Slack
Google Drive
Zoom
Clio·MyCase·NetDocuments·DocuSign·+ 2,600 more

7 minutes

from signup to your first agent handling client intake.

Y

Backed by Y Combinator

F25 Batch

2,600+ integrations

ClioMyCaseNetDocumentsOutlookDocuSign+ many more

See Trelium run your workflows. Live. In 30 minutes.

Pick a time that works. We’ll use your firm’s actual processes to show you what agents can do for your practice.

Risk-free proof of concept

Risk-free · 30 min · Your real workflows

Book a POC