FamilyCase.AI Secure family law operating system

Give a small firm the operating discipline of a much larger one.

FamilyCase.AI brings intake, matter triage, evidence organization, attorney-reviewed drafting, client visibility, and operational follow-through into one calm workspace.

Move faster Turn intake, uploads, timelines, and draft review into one guided workflow.
Stay safer Keep legal work product, evidence, and client data behind verified access and attorney approval.
Reduce chaos Show lawyers and clients the next action without exposing privileged internal work.

Start the pilot workspace

  1. Sign in with Google. Use the verified email connected to your FamilyCase.AI account.
  2. Open your firm dashboard. Matters, evidence, drafts, and client tasks stay role-scoped.
  3. Review before anything leaves. AI-assisted work remains draft-only until an attorney approves it.
Protected by design Tenant isolation, audit trails, source grounding, and human approval are enforced before legal work becomes final.
Built for adoption Solo and small-firm workflows are organized around practical setup, fast document review, and client clarity.

Matters

CRM Intake

Select a matter

Live transcription

Pick a matter, then record the deposition, hearing, mediation, or trial. Audio is transcribed by Deepgram (diarized), final segments append to the session, and on stop the full transcript is saved to evidence S3 with KMS + Object Lock.

Select a matter above to begin.

Billable this week
$12,400 / $20,000
Target pace
WIP unbilled
$48,200
Time logged, not invoiced
A/R outstanding
$9,150
2 invoices overdue
Realization 90d
87%
Billed / worked

Time Entries

Invoice Drafts

Trust Ledger

Founder cockpit · global admin only

Mark · what changes a decision today

2FA YubiKey ✓ · break-glass armed · placeholder data · BLOCK-TIER actions deferred

Ask: 'what changed since I went to bed'
✨ Overnight · MRR +$340 (1 new Wei Law; 1 expansion Garcia) · SES throttling auto-resolved 02:14 · v5.19 canary paused 12m at 2 degraded checks — your call this morning · Rosen Family Law IOLTA recon failed third night
Money clock
$84,540 MRR +$340 · 24h
Runway
14.2 mo
ARR
$1.01M
Net new
+$9.0k
Churn
1.8%
CAC payback
4.1 mo
LTV / CAC
7.4×
Quality clock
99.97% 30d uptime · SLO 99.95
Live incidents0 SEV1 · 0 SEV2
API p95142ms
Error rate · 1h0.02%
AI cost / revenue4.1%

Only you can do these · 5

prioritized by blast radius
Rotate exposed Anthropic API key
RESOLVER key from 2026-06-24 still live · 1-click rotate + redeploy
SECURITY K
Unify familycase-prod-app + ciq-production-app
Two-services split costs 1h every deploy · approve to start
INFRA DEBT U
Delete claude-ga-ops + kill cloud-watcher
First OIDC release shipped · drain & remove
CLEANUP D
v5.19 canary — promote or rollback
Paused 12m at 2 degraded checks · diff vs v5.18 attached
DEPLOY P/R
Board update · monthly · due Fri
AI assembled draft from cockpit · 4 min review
STAKEHOLDER B

3 customers who need you today

Rosen Family Law · IOLTA recon 3 nights · $890 MRR · churn risk 38%
Patel Esq · AI cost 4× peers · $240 MRR · throttle?
Kim & Associates · inactive 18d · $420 MRR · activation

Expansion · ask now

Garcia Law +$240/mo · ready for Pro
Wei Law +$420 · heavy AI · Enterprise
Henderson Adv · NPS 92 · referral

Last deploy · v5.19 paused

Error rate +0.03pp · p95 +18ms · AI accept +2pp · conversion +1.4%
Rollback target ciq-production-app:100 (v5.18)

Live pulse · 47 users in product

opt-in telemetry · no content
14 Today · 9 Matter detail · 7 Inbox · 6 Documents · 5 Time/Billing · 6 elsewhere · heaviest right now: Henderson Adv (5) · Garcia Law (4) · Rosen Family Law (1)

Impersonate any tenant

One click · 30 min time-bound · audit-logged · banner persists · cannot send email or sign documents

Break-glass

Force-rollback · DB PIT restore · revoke session · disable tenant · kill outbound · 2-key required · 7yr audit

Releases · single controller

release.yml · v5.20 includes prod-services unification · current rollback :100 · game day Sep 15

Calendar

Week 26 · 3 hearings · 8 deadlines · 2 conflicts · synced 1m ago · placeholder data

Ask: 'when am I free for a 90m draft block?'
● Court ● Deadline ● Client ● Focus block ● Depo ● Mediation ● Internal ● Custody exchange
Conflicts · 2

Wed 2pm Garcia call overlaps Chen depo · Fri 9:30 Park brief vs focus block — resolve ↗

✨ AI auto-computed

3 deadlines from court rules (CCP 2030/2031/2033) · 2 holds before court · Judge Liu no-Friday-exparte respected

Week grid placeholder — full event renderer ships in follow-up PR (court rules engine, 2-way sync with Google/Outlook/MS Cal, conflict detection live)

SOL & hard deadlines · <90d

Henderson discovery cutoff · Aug 12 · 18d (CCP 2024.020)
Park appeal NOR · Jul 28 · 33d
Wei mod statute · Sep 4 · 71d (FC 3022)

Court rules engine

FROGS/SROGS/RFP/RFA +30d on service · MIL −9 court days · Expert disclosure −50d before trial · Per-judge overrides (Liu/Tran/Chen)

Calendar sources · 6

Google Cal · 2-way
Outlook + MS 365 · 2-way
Court e-file docket · in
Client portal RSVPs · in
School calendars · in

Inbox · 14 awaiting reply

7 from clients · 4 from OC · 2 from court · 1 hostile flag · all sources synced · placeholder data

Ask: 'summarize Henderson's OC thread'
Awaiting reply · 14 Unread · 22 Clients OC Court Hostile · 1 Snoozed · 5 Privileged Translated · 3 By matter
Sources: EMAIL SMS PORTAL VOICEMAIL COURT FAX
✨ AI · 9 replies pre-drafted · tone-matched · matter context loaded · 0 hallucinations · 1 hostile thread offered cool-down + supervisor CC
Two-pane thread view placeholder — Gmail/Outlook/Twilio/Aircall/court e-file connectors + AI draft reply with tone selector ship in follow-up PR

Sources · 7 connected

Gmail · Outlook · Twilio SMS · client portal · Aircall voicemail · court e-file · fax · 2-way sync · last 1m ago

Triage rules · 12 active

Hostile detection · matter auto-tag · sealed/privileged hide-from-staff · OC/client/court routing · auto-vault uploads

Translation & accessibility

ES / Mandarin / Vietnamese / Russian · 2-way · screen reader · large text · 3 active translations

Accounting

🔒 May closed · Jun open

Operating reconciled · IOLTA 3-way balanced ✓ · 4 bills due · 2 1099 holds · MTD net $42,180 · placeholder data · BLOCK-TIER enforcement deferred

Ask: 'categorize all uncategorized'
Operating · Mercury
$84,210
reconciled · 18 unmatched
IOLTA trust · BoA
$21,840
3-way balanced · 7 sub-accts · CA Rule 1.15
Working capital
$96,420
healthy · 5.2mo coverage
13-wk forecast end
$184,200
+$100k vs today
✨ AI bookkeeper · 4 items waiting
$2,140 unmatched deposit (likely Wei retainer) · Bank rule: 4× Stripe fees → Bank charges · 6 receipts captured from phone · 1099-NEC threshold crossed for Dr. R. Cole ($2,012)
P&L Actual/Budget/Δ table + 13-wk cash forecast + Payroll/Vendors/CA compliance panels — full ledger workspace ships in follow-up PR (BLOCK-TIER: IOLTA writes + multi-entity ledger + closing-period lock require human compliance review)

CFO snapshot · vs CA family-law firm benchmark

1-5 attorney peers
Rev / atty
$862k
↑ bench $640k
Realization
92%
↑ bench 84%
A/R days
38
↓ bench 47
Overhead %
41%
↓ bench 52%
Net margin
59%
↑ bench 28%
Months runway
5.2
↑ bench 2.1

Bank feeds · Plaid

Mercury · BoA IOLTA · Stripe · Chase business CC · last sync 14m · 96% auto-categorized · bank rules library

External bookkeeper

QuickBooks ↔ bi-directional · Xero alt · accountant read-only auditor login · year-end CPA packet on demand

Compliance & audit trail

CA Rule 1.15 IOLTA 3-way · State Bar discipline tracker · 7y audit log · closing-period lock · loan packet builder · receivables factoring

Evidence Intelligence

Matter evidence email appears after a matter is selected.

Draft Queue

Document Sources

Dropbox + FamilyCase.AI hybrid

Package Queue

Filing Review Queue

External Filing Handoffs

California Form Library

Firm Template Library

Billing, trust, and document defaults moved to Settings. Documents stays focused on drafting, review, packaging, and filing status.

Attorney Review Console


              

                
Jurisdiction Guardrails

                
              

              

            

          

        


        

          

            

              

                
Admin Console

                
Global administration for users, tenants, audit, billing, system health, feature flags, and security. Visible to global admins only.

              

              Admin
            

            

              

              
            

          

        


        

          

            

              

                
Settings

                
Central configuration for profile, firm, permissions, AI drafting, security, billing, integrations, and appearance.

              

              Role aware
            

            

              
              

                
                

              

            

            

              No unsaved changes
              
              
            

          

        


        

          

            

              

                
AI Advisor Board

                
              

              

            

            

              

                
Decision Ledger

                Persistent
              

              

            

          

        


        

          

            

              

                

                  
Memory Recall

                  
                

                

                  
                  

                

              

              

                

                  
Research Graph

                  
                

                

                  
                  

                

              

              

                

                  
Daily Agent Learning

                  
                

                

              

            

            

              

                

                  
Connector Fallbacks

                  
                

                

              

              

                

                  
Weekly Evaluation

                  
                

                

              

              

                

                  
Model Audit

                  Matter scoped
                

                

              

              

                

                  
Audit Trail

                  Tenant scoped
                

                

              

            

          

        

      

    


    
      

        

          
New Matter

        

        

          

            
            
          

          

            
            
          

          

            
            
          

          

            
            
          

        

        

          
          
        

      

    

    
      

        

          

            
Attorney-controlled drafting

            
Create New Document

          

          
        

        

          

            
            

              

              

            

          

        

        

          
          
          
        

      

    


    
      

        

          

            
Matter-scoped access

            
Invite client

          

          
        

        

        
        
Create a single-use link for this matter only. Share it only with the intended client.

        
        

          
          
          
        

        

          
          
        

        
        

        
        

      

    

    
      

        

          

            Secure client invitation
            
Create your FamilyCase.AI access

          

          
        

        
This invitation is linked to one firm matter. Set a password to open your client portal.

        
        
        
        

      

    

    
      

        

          

            Billable time tracking
            
Log Time