Small Law Firm · Legal

Monthly reports that build themselves and land on the 1st.

Five connected projects, from monthly reports that build themselves to a table of authorities that takes twenty minutes instead of six hours.

Status: In progress
Scoped and being built. Nothing on this page is a result yet.
When: Agreed September 2026 · in progress
Works inside: Practice Panther · QuickBooks · Microsoft 365 · Outlook · Word · Claude
Price: $1,500 for the reporting pilot, up to $11,500 for the full build

What is happening now.

In the owner’s own words, before Luxin, an AI consulting firm, got involved. The status above says where it stands.

300: emails a day, as the problem found; The problem found
5–10 hours: a month spent building reports by hand, as the problem found; The problem found
0: emails filed to client files today, as the problem found; The problem found

Every figure says where it came from. A problem found is not a result.

01
Monthly reports pulled from the practice-management and accounting systems into the existing template, for a ten-minute check.
02
Every email named and filed into the right client file. The unsure ones wait in a “needs a home” folder for a one-click answer.
03
Reply drafts waiting in Outlook before the partner opens the email.
04
Chronology folders kept in date order overnight.
05
The table of contents and table of authorities built from a finished brief, with a checklist to verify before filing.

The tools it works inside.

Illustration of the pattern. Not a screenshot, and not real client data.

Reports go out after a ten-minute review. Replies wait in Drafts. Expense codes are proposed, never applied. Nothing sends or deletes on its own.

In progress

Scoped and being built. Nothing on this page is a result yet.

Thirty minutes, no deck. You describe how the work actually happens, and we tell you plainly whether there is something worth building.