Law Firms
Open more matters, write fewer file notes, and never miss a trust reconciliation deadline.
An AI intake, conflicts and engagement agent that captures enquiries 24/7, runs ID and conflicts checks against your matter history, and drafts the costs agreement, without your fee earners ever leaving LEAP or Smokeball.
Keeps the tools you already run
- LEAP
- Smokeball
- FilePro
- Affinity
- Practice Evolve
- Actionstep
Watch the core agent open a new matter
books into LEAPWeb enquiry
Hi, my mother passed last month and I need help with her estate. Can someone take this on?
Agent runs conflicts
I'm sorry for your loss. I've run an ID and conflicts check against your matter history, no conflict found. This is a wills & estates matter.
Drafts engagement
I've drafted the costs agreement and engagement letter to firm precedent and opened the file in LEAP, ready for the supervising lawyer to approve.
Confirms next step
Confirmed by email: a partner will call you within one business day to talk through the estate.
Why now
solicitors in private practice in NSW alone, with Victoria the second-largest cohort
Zatersio Law Firms Blueprint · May 2026
average billable hours the typical lawyer records out of an 8-hour workday (the other 5.1 disappear into intake, file notes, scheduling and trust admin)
Clio 2025 data / Zatersio Law Firms Blueprint · 2025
in unrealised billables leaked by a 5-lawyer firm (12 non-billable hrs/week per lawyer x $550/hr partner rate)
Zatersio Law Firms Blueprint · May 2026
of firms cite trust accounting as a moderate or significant challenge
Zatersio Law Firms Blueprint · May 2026
Where the money leaks today
The admin that quietly costs you jobs
Client intake admin
ID verification, retainer letters, scope and conflicts done by hand on every new enquiry.
Conflicts checking
Manually searching LEAP or Smokeball matter history before a file can be opened.
Missing file notes
File notes after every call or meeting, often skipped under pressure, then lost.
Undercaptured time
Billables lost to 'what did I actually do at 11am Tuesday?' Time recording that never gets posted.
Drafting from precedents
First-pass affidavits, statutory declarations, basic wills, leases, NDAs and costs agreements typed from scratch.
Trust reconciliation deadline
Monthly three-way reconciliation due by the 15th, with statutory penalties for getting it wrong.
Conveyancing chase work
Co-ordinating PEXA milestones and chasing the other side's solicitor by phone and email.
~$750,000/year
A 5-lawyer firm leaking 12 non-billable hrs/week per lawyer at $550/hr / Zatersio Law Firms Blueprint · May 2026
The solution stack
One core agent, four compounding add-ons
Intake, Conflicts & Engagement Agent
Captures new-matter enquiries from web, phone (24/7 voice) and email. Runs an automated ID and conflicts check against LEAP or Smokeball history, drafts the costs agreement and engagement letter to firm precedent, and pushes the file into the PMS pre-populated and ready for the supervising lawyer to approve.
Built to the Jan 2026 Law Society NSW AI guidance: full audit log, human-in-the-loop checkpoints, and no client data used to train third-party models. Aligned to ASCR Rule 9.1 confidentiality and Rule 19 supervision.
Precedent Document Drafter
Trained on firm precedents. Drafts first-pass wills, leases, NDAs, costs agreements, simple affidavits, family-law correspondence and basic deeds. Every output watermarked 'AI-assisted draft, requires solicitor review per ASCR 19' and logged.
File Note & Time Capture Agent
Listens to client calls (with consent), generates structured file notes, attaches them to the matter, and posts the time entry with narration to LEAP or Smokeball.
Trust Reconciliation Assistant
Pulls the trust ledger from the PMS, matches the bank feed, and drafts the monthly three-way reconciliation pack plus exceptions report, ready for principal sign-off by the 15th.
Conveyancing Chase Agent
Co-ordinates PEXA milestones, chases the other side's solicitor, sends client status SMS, and generates settlement statements.
Investment
Setup and monthly, per component
| Component | Setup | Monthly |
|---|---|---|
| Intake, Conflicts & Engagement Agent1 | $3,500 | $2,400 / mo |
| + Precedent Document Drafter2 | $1,500 | + $900 / mo |
| + File Note & Time Capture Agent3 | $900 | + $600 / mo |
| + Trust Reconciliation Assistant4 | $1,200 | + $700 / mo |
| + Conveyancing Chase Agent5 | $1,200 | + $800 / mo |
Start with Core. Add File Note + Time Capture next, it directly attacks the unrealised billables leak. Trust Reconciliation Assistant is the next obvious win for any firm with a trust account. Compared to per-seat AI (Clio Duo ~$60/user/mo, Spellbook ~$300/user/mo, Harvey enterprise-only), the flat-fee model is dramatically more economical at 5+ lawyers.
1 For 1-5 lawyers. 6-15 lawyers: $4,500 + $3,200/mo. 16-25: bespoke.
2 Firm-precedent first drafts, watermarked.
3 Per fee-earner pod.
4 Monthly three-way recon pack.
5 PEXA + other-side chase + client SMS.
ROI snapshot
What recovery looks like
Estimate your recovery
- Monthly upside
- $4,763
- Full-stack cost
- $5,400/mo
- Net per month
- -$637
Indicative only, based on your inputs and the per-component monthly pricing in the table above. Assumes ~4.33 weeks per month.
How we work together
From first call to live in six weeks
Week 1
Discovery
Two 60-minute sessions with a principal and a fee earner. We map your intake and conflicts steps, capture your costs-agreement and engagement-letter precedents, and check how matters and the trust ledger sit in LEAP or Smokeball before we lock scope.
Weeks 2-4
Build
We build the 24/7 intake capture, wire the ID and conflicts check against your matter history, and draft engagement letters to firm precedent, all with the watermarking, audit log and human-in-the-loop checkpoints the Jan 2026 Law Society NSW guidance expects. You review sample drafts each week.
Week 5
Pilot
Live with one fee earner. We check conflicts checks run clean against LEAP or Smokeball, the costs agreement drafts correctly, and the supervising lawyer approves before anything leaves the firm, then tune in flight.
Week 6 onward
Retainer
Roll out across the fee earners. The monthly retainer kicks in: we own uptime, keep the per-matter audit log compliant, retune precedents as the firm's templates change, and add File Note & Time Capture or Trust Reconciliation when you're ready.
Day-60 guarantee
If Core doesn't show at least 5 hours/week recovered per active fee earner by day 60, we waive the month-3 retainer.
Compliance and data residency
Built to keep your data onshore and yours
On your own servers
Run the full stack on-premise, inside your own network. Nothing leaves your building.
Australian-resident cloud
Or host on Australian-resident cloud (AWS Sydney). Your data stays onshore.
Either way, your data is never used to train third-party models.
Regulatory coverage
- Privacy Act 1988
- ASCR Rule 9.1 + Rule 19
- Law Society NSW Jan 2026 AI guidance
What we guarantee on data
- Every AI output is watermarked and logged, ASCR Rule 9.1 and Rule 19 compliant.
- Run it on your own servers, or on Australian-resident cloud (AWS Sydney by default). Your choice.
- No client data used to train third-party models; full audit log per matter.
- Human-in-the-loop checkpoints: the supervising lawyer approves before anything goes out.
- Compliance with the Privacy Act 1988 and the Law Society's Jan 2026 AI guidance is baked in.
Integrate, never replace
We sit on top of the tools you already run
LEAP, Smokeball, FilePro, Affinity, Practice Evolve and Actionstep already run your matters and your trust account. We sit on top via API and do the things they don't, run intake and conflicts, draft to precedent, capture time, reconcile trust, and never replace your PMS.
- Affinity
See what Zatersio recovers for your law firms business
Book a 30-minute scoping call. We map your current process, audit your existing software, and show you exactly where the money is leaking.
Ready for a custom blueprint?
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