Your team spends the day on the work, not the admin.
Intake, deadlines, follow-ups and filings handled by Vision and entered into Clio, MyCase or QuickBooks for you. New matters and referrals surfaced from filings, press and your own client list. Nothing about how your firm works changes.
A new inquiry becomes a matter record in your practice system, with the conflict check prompted, the documents requested and the first follow-up scheduled.
Court dates, filing windows, renewal dates and the client who has not answered, tracked from your calendar and inbox and raised before they slip, to the person responsible.
Assembled from what you already have on file and submitted on your instruction, with the record updated behind it and the responsible attorney told.
A client's company is sued, raises, acquires or names a new general counsel. A target's counsel changes. A ruling opens a practice area. Raised with the referral path attached.
- SEC 8-KRalston Foods · Item 5.02 officer departure
- DocketN.D. Ill. 1:26-cv-04418 · motion to dismiss
- DE filingPell & Co · certificate of merger
- PressCrain’s · Midwest distributors consolidate
- UCC-1Ohio SOS · Gantry Metals · new lien
- DocketD. Del. 1:26-bk-11209 · first-day motions
- PressLaw360 · FTC widens freight-broker inquiry
- State AGIllinois · civil investigative demand · Harbor Logistics
- SEC 10-QArdent Health · going-concern language
- DocketS.D.N.Y. 1:26-cv-07731 · class certified
- PressReuters · port fees rise 12% in Q4
The Illinois Attorney General sent Harbor Logistics, your client since 2019, a civil investigative demand two hours ago. Your regulatory group is not on the matter yet.
Acme platform team, 30 days:9
Acme lost its VP of Platform and two of her engineers to Northwind in 30 days. They will be hiring. Your firm placed Acme's CTO in 2024.
- Hours of data entry and chasing removed from every week, without replacing the practice system you already run.
- Nothing slips: deadlines and follow-ups are watched by Vision, not remembered by whoever is busiest.
- Business development from the public record: the events that create matters, spotted the day they happen, tied to the clients you already have.
- Clio, MyCase, QuickBooks, your inbox: Vision works inside them, every write logged and a person notified.
Nothing about your day changes.
Vision is not a new system to adopt or a workflow to learn. It works inside the ones you already run, and it stays out of the way of daily operations.
CRM, ERP, GitHub, inbox and calendar, meeting notes, project files, scans and notes. Read-only until you say otherwise. No migration.
Text, email, the weekly your leadership reads, or the API and MCP for the agents you run. No new dashboard to check.
When you are ready, Vision updates an opportunity, creates a task or files a ticket in your own system, and a person or an agent you named is told of every write.
Every signal carries the sources it was read from and the date they were fetched, and is checked again as new data arrives. One that held up says so. One that flipped says so.
Makes better · Clio, MyCase, MyFirm360, QuickBooks, Sage · what each system gets