Oathdesk · CRM + Summaries
Run the practice. Not the paperwork.
An opinionated CRM and an AI that drafts the case summary while you're still on the intake call. Built for plaintiff firms that bill on outcomes, not hours.
Two products. One system of record.
Summaries turns a stack of records into a defensible draft. The CRM keeps every contact, deadline, and demand in one place. They share a spine so nothing gets re-typed twice.
- Median time to first draft
- 12 min
- Caseload per paralegal
- 4×
- Re-typed intake fields
- 0
- Cited, sourced output
- 100%
The CRM
A pipeline that knows what stage actually means.
Intake, qualification, demand, settlement — each stage carries its own SLAs, required fields, and automations. Move a case forward, and the right people get pinged. Miss a deadline, and you'll know before the court does.
Summaries
The first draft, while the kettle is still on.
Upload the records. Summaries reads every page, builds a chronological timeline of treatment, and drafts a demand-ready summary with every line cited to the underlying record. You review. You ship.
How we build
Opinionated where it matters. Quiet where it doesn't.
Cited or it didn't happen.
Every line a model writes is anchored to a page in the underlying record. No quote that can't be traced back.
One field, one place.
Intake captures a fact once. The CRM, Summaries, and any demand letter all read from the same source.
Your data, your tenant.
Per-firm isolation, encryption at rest, S3 originals you can audit. No training on your matter files.
“The first time a paralegal sent me a summary at 9:14 a.m. and it was already cited, I knew we were keeping it.”
See it on your matters.
A 30-minute walk-through using a redacted file you bring. No slideware, no procurement gauntlet.
