⚖️ For lawyers, tax advisors and accountants

AI assistant for lawyers and tax advisors

Your twin handles routine client questions in your voice and within scope, qualifies new-matter intake against your ICP, drafts standard documents from templates. No legal advice. You stay on billable work.

6 things that kill partner utilization

Each one handled by your twin, within strict legal/ethical scope.

1. 50% of new-client calls don't become matters

Pain: You take intake calls to assess fit. Half aren't a match. That's 10+ unbilled hours a week you'll never recover.

Fix: Twin runs first intake, collects key facts, qualifies against your matter types and jurisdiction, schedules only real prospects to your calendar.

2. The same 20 FAQs run on repeat

Pain: 'How long does an LLC filing take?', 'Do I need to report this?', 'What's your retainer?' — your admin repeats these 30 times a day.

Fix: Twin answers these with your exact phrasing and current pricing, flagging only anything outside standard practice.

3. Document templates get customized manually every time

Pain: NDAs, engagement letters, basic agreements — each takes 30+ min of paralegal time to personalize. 100+ a month.

Fix: Twin drafts from your templates using intake data, fills in parties/dates/specifics, paralegal just reviews.

4. Status-check calls from clients destroy deep work

Pain: Clients call to check status; you stop drafting mid-brief; context switch costs 20 min. 5 of those a day = a lost morning.

Fix: Twin pulls current status from your matter management system, explains next steps in your voice, escalates only genuine questions.

5. Bad-fit clients waste weeks before anyone notices

Pain: Client doesn't understand your scope; months in, you discover they expected something you never offered.

Fix: Twin walks every prospect through 'what we do and don't do' during intake and sends written confirmation before engagement.

6. Multi-language clients strain the front desk

Pain: You operate in 1–2 languages; international clients require translators or lose patience waiting.

Fix: Twin runs intake and routine communication in 29 languages natively — with your own tone and style preserved.

Practice uplift from an AI intake twin

Based on a 3-attorney boutique firm at $300/hr avg. Scales with firm size.

Metric Without twin With DiGTwin Your monthly saving*
Hours/week on intake calls 12 h 2 h −40 h/mo · ≈ $12,000 billable recovered
Share of intake → paid matter 35% 70% 2× conversion
Hours/week on FAQ 10 h 1 h −36 h/mo · ≈ $1,080 admin
Minutes per routine document 35 min 7 min −47 h/mo paralegal
Bad-fit clients per quarter 8 1 fewer writedowns
Response speed to existing clients 12 h 5 min +retention, +referrals
Boutique firm monthly uplift ≈ $16,500+

*At $300/hr attorney + $30/hr admin + $80/hr paralegal. Scales with your rates.

How your twin is trained

📥 Upload your history

Past reports, briefs, Slack/email exports, Notion docs — RAG ingests instantly.

🎙️ Clone voice + video

5-minute recording — the twin replies by voice and can appear on video if you want.

🎯 Set tone & boundaries

Two minutes to define tone, off-limits topics and escalation rules.

🔄 Teach by feedback

Correct any reply — the twin learns your judgment call for next time.

FAQ

Does the twin give legal advice? +

No — and it's explicitly locked out by policy. It handles intake, status, logistics, general information only. All legal advice routes to the attorney.

Is this ethics-compliant (unauthorized practice of law)? +

Twin is always transparent that it's an AI assistant, not a lawyer. Scope is narrow, disclosures explicit. Jurisdictions vary — you configure accordingly.

What about attorney-client privilege and confidentiality? +

Your firm's knowledge base is private, encrypted at rest, never used for training public models. Standard firm-level access controls apply.

Does it integrate with our case management (Clio, PracticePanther, MyCase)? +

Clio and PracticePanther — via API (live in Q2). Others via RAG file ingest today. Calendar (Google/Outlook) — native.

Can it handle confidential documents safely? +

Documents stay in your account, encrypted, access-scoped. For regulated regions we deploy on-prem or in sovereign clouds.

Get 10+ billable hours a week back

Free to try, 1-week policy tune, real impact.

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