Legal

The billable work is there. The operation to capture and collect it isn't.

Intake going to voicemail. Billing lagging 60 to 90 days behind the work. Referral sources getting no follow-up. Matter tracking spread across folders, emails, and memory. TMI builds the systems that fix the back office while you focus on the practice.

The Problem

Revenue is being lost before, during, and after the work.

Law firms don't have a revenue problem. They have a capture problem. Intake leaks. Billing lags. Collections stall. Referrals don't get nurtured. The work is happening. The money is disappearing between the billable hour and the bank account.

01

A potential client calls, gets voicemail, calls a competitor

Intake is the most revenue-sensitive moment in a law firm's operation. A prospect who calls and reaches voicemail has a 72-hour decision window. Most firms have no system for follow-up within that window. They just hope the prospect calls back.

02

Billing lags 60 to 90 days behind the work

Time entries are a best-guess reconstruction. Invoices go out late. Follow-up on outstanding invoices is inconsistent. A firm billing $1.5M annually with a 75% collection rate is leaving $375,000 on the table. That's not a receivables problem. It's a systems problem.

03

Referral sources aren't being systematically nurtured

The top 3 referral sources for most firms account for 60 to 80% of new client revenue. Most firms have no system for tracking, thanking, or staying in front of those sources. The relationship dies the moment the last matter closes.

Full-Stack Coverage

Six functions. One connected system.

Practice management software handles matters. Nothing handles the revenue cycle from first contact to final payment. TMI builds the infrastructure that connects every function of a law firm into one operating layer.

01

Client Intake

Every inquiry captured and followed up within minutes -- not hours. Intake forms completed digitally before the consultation. Conflict checks run automatically. No lead goes cold because nobody called back in time.

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02

Matter Management

Every matter tracked from open to close in one place. Status visible to the whole team without hunting through email. Deadlines surfaced automatically. No matter slips through because someone forgot to update a folder.

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03

Time and Billing

Time captured in real time, not reconstructed at the end of the week. Invoices generated and sent on a schedule, not whenever someone gets around to it. Billing realization rate tracked by attorney and matter type.

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04

Client Communication

Proactive status updates so clients aren't calling to ask what's happening. Matter milestone notifications sent automatically. Client satisfaction tracked. The relationship is maintained by the system, not by memory.

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05

Referral Development

Every referral source tracked. Relationship touchpoints scheduled and executed automatically. Referral concentration tracked so you know when 70% of your revenue depends on two relationships -- before one of them retires.

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06

Firm Analytics

Intake conversion rate, billing realization rate, collection cycle days, and referral revenue percentage in one dashboard. The numbers that determine whether your firm is healthy -- visible before the problem compounds.

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What We Build

Every system we build for law firms.

Not practice management software with a new skin. Operational systems built around how your firm actually runs -- designed to increase revenue capture, reduce collection lag, and keep clients informed without adding admin headcount.

Intake Capture and Follow-Up

Every web, phone, and referral inquiry captured. Follow-up sequences running until the prospect books or declines.

Matter Tracking Dashboards

Every open matter visible in one place. Status, deadlines, and responsible attorney tracked without searching email.

Billing and Invoice Automation

Invoices generated on a schedule and sent automatically. Time entry reminders pushed to attorneys before the billing cycle closes.

Collections Follow-Up

Outstanding invoice sequences that run automatically. Escalation logic for aging receivables before they become write-offs.

Client Status Communication

Proactive milestone updates so clients know what's happening without calling. Satisfaction tracked per matter.

Document Automation

Engagement letters, intake packets, and standard matter documents generated from templates. No re-keying client information.

Referral Source CRM

Every referral source logged. Relationship touchpoints scheduled automatically. Referral revenue tracked by source.

AI Search Presence

Your firm surfaces when local prospects search for legal help. Built for AI-driven search results, not just directory listings.

Conflict Check Systems

Automated conflict checks run at intake before any engagement begins. Cleared and documented before the first consultation.

Trust Accounting Alerts

Trust account balances monitored. Replenishment thresholds triggered automatically. Compliance maintained without manual tracking.

40%
Of legal inquiries go unanswered within 24 hours
75%
Average billing realization rate -- 25% of work goes uncollected
72 hrs
Window before a new legal prospect chooses another firm
8 wks
Average time to live system
How It Works

Three steps. Your operation, automated.

01

Map your operation

One call. We walk every process, bottleneck, and gap in your workflow. Nothing gets assumed. Nothing gets skipped.

02

We build it

Custom AI infrastructure built specifically for how you operate. Done for you. 14 days max. No templates. No generic software.

03

You run it

Your team gets trained. The system runs. We stay on for support. You never deal with a generic software vendor again.

Key Systems

What gets built for your operation.

Client Intake Automation

New client intake, conflict checks, and retainer document routing happen automatically. Files open faster with less staff involvement.

Deadline and Docket Tracking

Statute of limitations, filing deadlines, and court dates tracked automatically. Nothing gets missed because someone forgot to check the calendar.

Document Request and Follow-up

Outstanding document requests get automated follow-up. Clients respond faster. Files stop sitting incomplete.

Time and Billing Capture

Attorney and paralegal time gets captured in real time against the matter. Billing gaps shrink. Write-offs go down.

Referral Source Tracking

Every matter gets tagged to its referral source. You know what is driving new business and where to invest your relationship time.

Client Communication Layer

Status updates, appointment reminders, and document requests go out automatically in your firm voice. Clients feel informed without calls to the front desk.

Common Questions

What operators ask us.

We build an intake workflow that captures the prospective client information, runs a conflict check, and routes the retainer for signature - all before a paralegal gets involved. Files open in hours, not days.

Yes. Every matter in the system has a deadline profile. Critical dates get tracked with automatic reminders to the responsible attorney. Nothing slips.

Attorneys and paralegals log time in real time as they work. The system ties entries to the matter automatically. Billing gaps shrink. Write-offs caused by forgotten time entries go down.

We build around your existing systems - whether that is Clio, MyCase, or a custom setup. The automation fills the gaps without requiring a platform change.

14 days from the discovery call to a live system, including staff training.

Get Started

Ready to stop leaving revenue in the intake queue and the AR report?

Tell us how your firm operates today. We'll map where revenue is being lost and build the systems to capture it.

How We Work

Four ways to build with TMI.

Every engagement is different. Whether you need the full operating system or one agent solving one problem - we have a format that fits where you are right now.

Full Install

Agentic OS

One engagement. Every system. TMI designs, builds, and installs your complete AI operating system - from lead intake to final output. You own it. It runs without us once it's live.

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Targeted Build

OS Bundles

Pre-configured intelligent systems built for your industry. The highest-impact functions deployed faster - starting with what moves the needle most for your operation and expanding from there.

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Single System

Agents

One agent. One problem. Purpose-built AI for the specific friction point costing your business the most right now - dispatch, estimating, follow-up, compliance, or anywhere else it's bleeding.

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White-Label

Licensing

Agencies and consultants can license TMI's proven systems to deploy for their own clients - under your brand or ours. Done-for-you infrastructure you didn't have to build from scratch.

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Not sure which format is right for where you are? Every engagement starts with a strategy call. We'll tell you exactly what to build and in what order.

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